Briaud Financial Planning’s JPMorgan Chase JPM Stock Holding History

Briaud Financial Planning’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234K	Hold	714	–	–	0.06%	36
2026 Q1	$210K	Sell	714 -157	-18%	-$47.6K	0.06%	35
2025 Q4	$281K	Buy	871 +124	+17%	+$38.4K	0.07%	28
2025 Q3	$236K	Buy	747 +28	+4%	+$8.33K	0.08%	28
2025 Q2	$208K	Buy	719 +15	+2%	+$3.83K	0.08%	34
2025 Q1	$172K	Hold	704	–	–	0.07%	39
2024 Q4	$168K	Buy	704 +505	+254%	+$118K	0.07%	34
2024 Q3	$42K	Hold	199	–	–	0.02%	69
2024 Q2	$40K	Sell	199 -1	-0.5%	-$196	0.02%	63
2024 Q1	$41K	Buy	+200	New	+$36.1K	0.02%	62
2023 Q4	–	Sell	-277	Closed	-$40K	–	90
2023 Q3	$40K	Buy	+277	New	+$41.5K	0.03%	63

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Briaud Financial Planning's JPM Position: Q2 2026 in Review

Briaud Financial Planning held its JPMorgan Chase (JPM) position steady in Q2 2026 at 714 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #36.

Briaud Financial Planning first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $281K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Briaud Financial Planning held 714 shares of JPMorgan Chase worth $234K as of Q2 2026.
Briaud Financial Planning left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.06% of Briaud Financial Planning's portfolio in Q2 2026, its #36 holding.
Briaud Financial Planning first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
Briaud Financial Planning's JPMorgan Chase position peaked at $281K in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.