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Capasso Planning Partners’s JPMorgan Chase JPM Stock Holding History

Capasso Planning Partners’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 		$216K Buy
+660
New +$205K 0.11% 80
2026
Q1 		– Sell
-659
Closed -$212K – 78
2025
Q4 		$212K Buy
+659
New +$204K 0.12% 75
2024
Q3 		– Sell
-1,099
Closed -$222K – 152
2024
Q2 		$222K Buy
1,099
+35
+3% +$6.84K 0.07% 133
2024
Q1 		$213K Buy
+1,064
New +$192K 0.09% 105

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

Capasso Planning Partners's JPM Position: Q2 2026 in Review

Capasso Planning Partners opened a new position in JPMorgan Chase (JPM) in Q2 2026: 660 shares worth $216K. The stake represents 0.11% of the portfolio and ranks #80 among its holdings. This is a return to the name: Capasso Planning Partners previously reported a position in JPM as recently as Q4 2025.

Capasso Planning Partners first reported a position in JPM in Q1 2024 and has held it in 4 quarters since. The position peaked at $222K in Q2 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capasso Planning Partners held 660 shares of JPMorgan Chase worth $216K as of Q2 2026.
  • JPMorgan Chase was a new Capasso Planning Partners position in Q2 2026.
  • JPMorgan Chase made up 0.11% of Capasso Planning Partners's portfolio in Q2 2026, its #80 holding.
  • Capasso Planning Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 4 quarters since.
  • Capasso Planning Partners's JPMorgan Chase position peaked at $222K in Q2 2024.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.