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Capital & Planning LLC’s JPMorgan Chase JPM Stock Holding History

Capital & Planning LLC’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 		$29.4K Buy
+100
New +$30.3K 0.02% 68
2025
Q1 		– Sell
-105
Closed -$25.2K – 108
2024
Q4 		$25.2K Buy
+105
New +$24.5K 0.02% 67

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital & Planning LLC's JPM Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in JPMorgan Chase (JPM) in Q1 2026: 100 shares worth $29.4K. The stake represents 0.02% of the portfolio and ranks #68 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in JPM as recently as Q4 2024.

Capital & Planning LLC first reported a position in JPM in Q4 2024 and has held it in 2 quarters since. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Capital & Planning LLC held 100 shares of JPMorgan Chase worth $29.4K as of Q1 2026.
  • JPMorgan Chase was a new Capital & Planning LLC position in Q1 2026.
  • JPMorgan Chase made up 0.02% of Capital & Planning LLC's portfolio in Q1 2026, its #68 holding.
  • Capital & Planning LLC first reported a position in JPMorgan Chase in Q4 2024 and has held it in 2 quarters since.
  • 5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.