CPL
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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
Q2 		– Sell
-100
Closed -$29.4K – 98
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 $3.38T AUM 44.17% 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

Capital & Planning LLC's JPM Position: Q2 2026 in Review

Capital & Planning LLC sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 100 shares — an estimated $29.4K sold.

Capital & Planning LLC first reported a position in JPM in Q4 2024 and held it in 2 quarters. The position peaked at $29.4K in Q1 2026. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital & Planning LLC reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 100 JPMorgan Chase shares in Q2 2026, an estimated $29.4K.
  • Capital & Planning LLC first reported a position in JPMorgan Chase in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's JPMorgan Chase position peaked at $29.4K in Q1 2026.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.