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BWM Planning’s JPMorgan Chase JPM Stock Holding History

BWM 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 		$1.79M Buy
5,474
+591
+12% +$184K 0.42% 35
2026
Q1 		$1.44M Sell
4,883
-97
-2% -$29.4K 0.38% 38
2025
Q4 		$1.6M Buy
4,980
+231
+5% +$71.5K 0.43% 34
2025
Q3 		$1.5M Buy
4,749
+135
+3% +$40.2K 0.45% 34
2025
Q2 		$1.34M Buy
4,614
+229
+5% +$58.4K 0.46% 33
2025
Q1 		$1.08M Buy
4,385
+1
+0% +$255 0.46% 39
2024
Q4 		$1.05M Hold
4,384
– – 0.46% 40
2024
Q3 		$924K Buy
+4,384
New +$923K 0.41% 44

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BWM Planning's JPM Position: Q2 2026 in Review

BWM Planning increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $184K and bringing the position to 5,474 shares worth $1.79M. The position accounts for 0.42% of the portfolio, ranked #35.

BWM Planning first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BWM Planning held 5,474 shares of JPMorgan Chase worth $1.79M as of Q2 2026.
  • BWM Planning bought 591 JPMorgan Chase shares in Q2 2026, an estimated $184K.
  • JPMorgan Chase made up 0.42% of BWM Planning's portfolio in Q2 2026, its #35 holding.
  • BWM Planning first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.