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Center for Financial Planning’s JPMorgan Chase JPM Stock Holding History

Center for Financial 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 		$5.65M Sell
17,273
-82
-0.5% -$25.5K 0.53% 17
2026
Q1 		$5.11M Buy
17,355
+11
+0.1% +$3.34K 0.53% 17
2025
Q4 		$5.59M Buy
17,344
+73
+0.4% +$22.6K 0.58% 16
2025
Q3 		$5.45M Buy
17,271
+260
+2% +$77.3K 0.58% 15
2025
Q2 		$4.93M Sell
17,011
-243
-1% -$62K 0.57% 15
2025
Q1 		$4.23M Buy
17,254
+379
+2% +$96.6K 0.54% 14
2024
Q4 		$4.05M Sell
16,875
-536
-3% -$125K 0.54% 14
2024
Q3 		$3.67M Sell
17,411
-642
-4% -$135K 0.5% 14
2024
Q2 		$3.65M Buy
18,053
+36
+0.2% +$7.04K 0.53% 15
2024
Q1 		$3.61M Buy
18,017
+521
+3% +$94K 0.54% 15
2023
Q4 		$2.98M Buy
17,496
+42
+0.2% +$6.37K 0.55% 16
2023
Q3 		$2.53M Buy
17,454
+739
+4% +$111K 0.55% 15
2023
Q2 		$2.43M Buy
16,715
+59
+0.4% +$8.12K 0.51% 19
2023
Q1 		$2.17M Sell
16,656
-548
-3% -$75.1K 0.5% 21
2022
Q4 		$2.31M Buy
17,204
+167
+1% +$21.2K 0.56% 18
2022
Q3 		$1.78M Buy
17,037
+92
+0.5% +$10.6K 0.48% 23
2022
Q2 		$1.91M Buy
16,945
+43
+0.3% +$5.33K 0.48% 22
2022
Q1 		$2.3M Sell
16,902
-548
-3% -$80.9K 0.47% 22
2021
Q4 		$2.76M Buy
17,450
+161
+0.9% +$26.4K 0.57% 16
2021
Q3 		$2.83M Buy
17,289
+285
+2% +$44.7K 0.69% 14
2021
Q2 		$2.65M Sell
17,004
-47
-0.3% -$7.38K 0.65% 13
2021
Q1 		$2.6M Sell
17,051
-381
-2% -$54.8K 0.68% 14
2020
Q4 		$2.21M Buy
17,432
+370
+2% +$41.4K 0.63% 15
2020
Q3 		$1.64M Buy
17,062
+269
+2% +$26.4K 0.53% 20
2020
Q2 		$1.58M Buy
16,793
+757
+5% +$71.8K 0.55% 18
2020
Q1 		$1.44M Sell
16,036
-740
-4% -$89.9K 0.49% 19
2019
Q4 		$2.34M Buy
+16,776
New +$2.15M 0.59% 12

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
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

Center for Financial Planning's JPM Position: Q2 2026 in Review

Center for Financial Planning reduced its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, selling an estimated $25.5K and leaving 17,273 shares worth $5.65M. The position accounts for 0.53% of the portfolio, ranked #17.

Center for Financial Planning first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Center for Financial Planning held 17,273 shares of JPMorgan Chase worth $5.65M as of Q2 2026.
  • Center for Financial Planning sold 82 JPMorgan Chase shares in Q2 2026, an estimated $25.5K.
  • JPMorgan Chase made up 0.53% of Center for Financial Planning's portfolio in Q2 2026, its #17 holding.
  • Center for Financial Planning first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.