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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Capital Planning's JPM Position: Q2 2026 in Review

Capital Planning increased its JPMorgan Chase (JPM) stake by 8% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,014 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #69.

Capital Planning first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $630K in Q1 2021. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Capital Planning held 1,014 shares of JPMorgan Chase worth $332K as of Q2 2026.
Capital Planning bought 75 JPMorgan Chase shares in Q2 2026, an estimated $23.3K.
JPMorgan Chase made up 0.1% of Capital Planning's portfolio in Q2 2026, its #69 holding.
Capital Planning first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
Capital Planning's JPMorgan Chase position peaked at $630K in Q1 2021.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.