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Capital Planning Advisors’s JPMorgan Chase JPM Stock Holding History

Capital Planning Advisors’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
Q1 		$3.25M Sell
11,040
-1,096
-9% -$333K 0.47% 39
2025
Q4 		$3.91M Buy
12,136
+1,300
+12% +$402K 0.52% 40
2025
Q3 		$3.42M Buy
10,836
+4,778
+79% +$1.42M 0.47% 45
2025
Q2 		$1.76M Sell
6,058
-14
-0.2% -$3.57K 0.26% 62
2025
Q1 		$1.49M Sell
6,072
-11
-0.2% -$2.8K 0.23% 64
2024
Q4 		$1.46M Buy
6,083
+59
+1% +$13.7K 0.23% 68
2024
Q3 		$1.27M Buy
6,024
+216
+4% +$45.5K 0.19% 67
2024
Q2 		$1.17M Sell
5,808
-1,257
-18% -$246K 0.2% 69
2024
Q1 		$1.42M Sell
7,065
-7
-0.1% -$1.26K 0.25% 65
2023
Q4 		$1.2M Buy
7,072
+27
+0.4% +$4.09K 0.23% 67
2023
Q3 		$1.02M Buy
7,045
+311
+5% +$46.6K 0.21% 64
2023
Q2 		$979K Buy
6,734
+972
+17% +$134K 0.2% 68
2023
Q1 		$751K Sell
5,762
-1,103
-16% -$151K 0.16% 73
2022
Q4 		$921K Sell
6,865
-12,961
-65% -$1.64M 0.22% 67
2022
Q3 		$2.07M Sell
19,826
-3,658
-16% -$420K 0.56% 47
2022
Q2 		$2.65M Sell
23,484
-2,967
-11% -$368K 0.7% 37
2022
Q1 		$3.61M Buy
26,451
+282
+1% +$41.6K 0.77% 34
2021
Q4 		$4.14M Buy
26,169
+809
+3% +$133K 0.79% 33
2021
Q3 		$4.15M Sell
25,360
-117
-0.5% -$18.3K 0.86% 30
2021
Q2 		$3.96M Sell
25,477
-1,073
-4% -$169K 0.81% 32
2021
Q1 		$4.04M Buy
26,550
+5,000
+23% +$719K 0.91% 29
2020
Q4 		$2.74M Buy
21,550
+424
+2% +$47.4K 0.67% 39
2020
Q3 		$2.03M Buy
21,126
+33
+0.2% +$3.24K 0.56% 48
2020
Q2 		$1.98M Sell
21,093
-123
-0.6% -$11.7K 0.59% 49
2020
Q1 		$1.91M Sell
21,216
-1,405
-6% -$171K 0.71% 49
2019
Q4 		$3.15M Buy
22,621
+268
+1% +$34.4K 0.82% 45
2019
Q3 		$2.63M Sell
22,353
-750
-3% -$84.8K 0.77% 45
2019
Q2 		$2.58M Buy
23,103
+165
+0.7% +$18.2K 0.76% 46
2019
Q1 		$2.32M Buy
22,938
+4,100
+22% +$422K 0.71% 46
2018
Q4 		$1.84M Sell
18,838
-3,680
-16% -$392K 0.67% 47
2018
Q3 		$2.54M Buy
22,518
+7,567
+51% +$859K 0.81% 41
2018
Q2 		$1.56M Buy
14,951
+2,349
+19% +$258K 0.7% 49
2018
Q1 		$1.39M Buy
12,602
+799
+7% +$90.5K 0.49% 56
2017
Q4 		$1.26M Buy
11,803
+1,879
+19% +$190K 0.44% 60
2017
Q3 		$948K Buy
9,924
+1,745
+21% +$161K 0.37% 67
2017
Q2 		$748K Buy
8,179
+4,722
+137% +$407K 0.33% 64
2017
Q1 		$304K Buy
+3,457
New +$305K 0.15% 95

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Planning Advisors's JPM Position: Q1 2026 in Review

Capital Planning Advisors reduced its JPMorgan Chase (JPM) stake by 9% in Q1 2026, selling an estimated $333K and leaving 11,040 shares worth $3.25M. The position accounts for 0.47% of the portfolio, ranked #39.

Capital Planning Advisors first reported a position in JPM in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.15M in Q3 2021. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Capital Planning Advisors held 11,040 shares of JPMorgan Chase worth $3.25M as of Q1 2026.
  • Capital Planning Advisors sold 1,096 JPMorgan Chase shares in Q1 2026, an estimated $333K.
  • JPMorgan Chase made up 0.47% of Capital Planning Advisors's portfolio in Q1 2026, its #39 holding.
  • Capital Planning Advisors first reported a position in JPMorgan Chase in Q1 2017 and has held it in 37 quarters since.
  • Capital Planning Advisors's JPMorgan Chase position peaked at $4.15M in Q3 2021.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.