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Comprehensive Financial Planning’s JPMorgan Chase JPM Stock Holding History

Comprehensive 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 		$660K Buy
2,016
+37
+2% +$11.5K 0.35% 66
2026
Q1 		$582K Buy
1,979
+7
+0.4% +$2.12K 0.4% 58
2025
Q4 		$636K Buy
1,972
+115
+6% +$35.6K 0.42% 56
2025
Q3 		$586K Buy
1,857
+5
+0.3% +$1.49K 0.4% 57
2025
Q2 		$537K Buy
1,852
+8
+0.4% +$2.04K 0.42% 57
2025
Q1 		$452K Buy
1,844
+971
+111% +$248K 0.44% 54
2024
Q4 		$209K Buy
+873
New +$203K 0.18% 83

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

Comprehensive Financial Planning's JPM Position: Q2 2026 in Review

Comprehensive Financial Planning increased its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,016 shares worth $660K. The position accounts for 0.35% of the portfolio, ranked #66.

Comprehensive Financial Planning first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Comprehensive Financial Planning held 2,016 shares of JPMorgan Chase worth $660K as of Q2 2026.
  • Comprehensive Financial Planning bought 37 JPMorgan Chase shares in Q2 2026, an estimated $11.5K.
  • JPMorgan Chase made up 0.35% of Comprehensive Financial Planning's portfolio in Q2 2026, its #66 holding.
  • Comprehensive Financial Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.