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

Capital 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
Q3 		$327K Sell
989
-25
-2% -$8.74K 0.09% 73
2026
Q2 		$332K Buy
1,014
+75
+8% +$23.3K 0.1% 69
2026
Q1 		$276K Buy
939
+56
+6% +$17K 0.09% 71
2025
Q4 		$287K Hold
883
– – 0.08% 73
2025
Q3 		$279K Hold
883
– – 0.08% 73
2025
Q2 		$256K Sell
883
-1,143
-56% -$292K 0.08% 67
2025
Q1 		$497K Sell
2,026
-331
-14% -$84.4K 0.14% 62
2024
Q4 		$565K Buy
2,357
+276
+13% +$64.3K 0.15% 60
2024
Q3 		$439K Buy
2,081
+351
+20% +$73.9K 0.12% 63
2024
Q2 		$350K Hold
1,730
– – 0.1% 65
2024
Q1 		$347K Hold
1,730
– – 0.11% 65
2023
Q4 		$294K Sell
1,730
-15
-0.9% -$2.27K 0.1% 68
2023
Q3 		$253K Hold
1,745
– – 0.1% 67
2023
Q2 		$254K Sell
1,745
-58
-3% -$7.98K 0.1% 67
2023
Q1 		$235K Buy
+1,803
New +$247K 0.1% 67
2022
Q4 		– Sell
-3,319
Closed -$347K – 79
2022
Q3 		$347K Hold
3,319
– – 0.2% 48
2022
Q2 		$374K Buy
3,319
+42
+1% +$5.2K 0.2% 46
2022
Q1 		$447K Sell
3,277
-34
-1% -$5.02K 0.17% 48
2021
Q4 		$524K Hold
3,311
– – 0.19% 52
2021
Q3 		$542K Hold
3,311
– – 0.22% 47
2021
Q2 		$515K Sell
3,311
-825
-20% -$130K 0.22% 50
2021
Q1 		$630K Hold
4,136
– – 0.28% 40
2020
Q4 		$526K Buy
+4,136
New +$462K 0.25% 46

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Capital Planning's JPM Position: Q3 2026 in Review

Capital Planning reduced its JPMorgan Chase (JPM) stake by 2.5% in Q3 2026, selling an estimated $8.74K and leaving 989 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #73.

Capital Planning first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $630K in Q1 2021. 2,309 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Capital Planning held 989 shares of JPMorgan Chase worth $327K as of Q3 2026.
  • Capital Planning sold 25 JPMorgan Chase shares in Q3 2026, an estimated $8.74K.
  • JPMorgan Chase made up 0.09% of Capital Planning's portfolio in Q3 2026, its #73 holding.
  • Capital Planning first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Capital Planning's JPMorgan Chase position peaked at $630K in Q1 2021.
  • 2,309 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.