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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Comprehensive Financial Planning's JPM Position: Q1 2026 in Review

Comprehensive Financial Planning increased its JPMorgan Chase (JPM) stake by 0.35% in Q1 2026, buying an estimated $2.12K and bringing the position to 1,979 shares worth $582K. The position accounts for 0.4% of the portfolio, ranked #58.

Comprehensive Financial Planning first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $636K in Q4 2025. 5,062 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Comprehensive Financial Planning held 1,979 shares of JPMorgan Chase worth $582K as of Q1 2026.
Comprehensive Financial Planning bought 7 JPMorgan Chase shares in Q1 2026, an estimated $2.12K.
JPMorgan Chase made up 0.4% of Comprehensive Financial Planning's portfolio in Q1 2026, its #58 holding.
Comprehensive Financial Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's JPMorgan Chase position peaked at $636K in Q4 2025.
5,062 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.