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Consolidated Planning Corp’s JPMorgan Chase JPM Stock Holding History

Consolidated Planning Corp’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 		$1.65M Buy
5,048
+311
+7% +$96.6K 0.22% 65
2026
Q1 		$1.39M Sell
4,737
-49,925
-91% -$15.2M 0.23% 72
2025
Q4 		$17.6M Sell
54,662
-4,780
-8% -$1.48M 1.78% 14
2025
Q3 		$18.7M Buy
59,442
+834
+1% +$248K 1.98% 12
2025
Q2 		$17M Sell
58,608
-792
-1% -$202K 2.13% 9
2025
Q1 		$14.6M Buy
59,400
+792
+1% +$202K 2.01% 9
2024
Q4 		$14M Buy
58,608
+996
+2% +$232K 1.91% 13
2024
Q3 		$12.1M Buy
57,612
+2,095
+4% +$441K 1.81% 14
2024
Q2 		$11.2M Buy
55,517
+2,269
+4% +$444K 1.85% 13
2024
Q1 		$10.7M Buy
53,248
+2,202
+4% +$397K 1.82% 11
2023
Q4 		$8.68M Buy
51,046
+2,051
+4% +$311K 1.62% 13
2023
Q3 		$7.11M Buy
48,995
+9,827
+25% +$1.47M 1.57% 16
2023
Q2 		$5.69M Buy
39,168
+3,656
+10% +$503K 1.2% 21
2023
Q1 		$4.63M Buy
35,512
+2,493
+8% +$342K 1.2% 21
2022
Q4 		$4.43M Buy
33,019
+1,663
+5% +$211K 1.23% 21
2022
Q3 		$3.28M Sell
31,356
-117
-0.4% -$13.4K 1.02% 31
2022
Q2 		$3.54M Buy
31,473
+27,287
+652% +$3.38M 1.11% 27
2022
Q1 		$571K Buy
4,186
+59
+1% +$8.71K 0.4% 27
2021
Q4 		$654K Hold
4,127
– – 0.42% 26
2021
Q3 		$676K Sell
4,127
-24
-0.6% -$3.76K 0.44% 26
2021
Q2 		$645K Buy
4,151
+17
+0.4% +$2.67K 0.48% 23
2021
Q1 		$629K Sell
4,134
-193
-4% -$27.8K 0.4% 26
2020
Q4 		$549K Buy
4,327
+1,238
+40% +$138K 0.36% 29
2020
Q3 		$297K Buy
3,089
+278
+10% +$27.3K 0.22% 34
2020
Q2 		$264K Sell
2,811
-79
-3% -$7.5K 0.26% 31
2020
Q1 		$260K Buy
2,890
+141
+5% +$17.1K 0.33% 30
2019
Q4 		$383K Buy
+2,749
New +$353K 0.38% 24

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Consolidated Planning Corp's JPM Position: Q2 2026 in Review

Consolidated Planning Corp increased its JPMorgan Chase (JPM) stake by 6.6% in Q2 2026, buying an estimated $96.6K and bringing the position to 5,048 shares worth $1.65M. The position accounts for 0.22% of the portfolio, ranked #65.

Consolidated Planning Corp first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.7M in Q3 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Consolidated Planning Corp held 5,048 shares of JPMorgan Chase worth $1.65M as of Q2 2026.
  • Consolidated Planning Corp bought 311 JPMorgan Chase shares in Q2 2026, an estimated $96.6K.
  • JPMorgan Chase made up 0.22% of Consolidated Planning Corp's portfolio in Q2 2026, its #65 holding.
  • Consolidated Planning Corp first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's JPMorgan Chase position peaked at $18.7M in Q3 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.