Decker Retirement Planning
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Decker Retirement Planning’s JPMorgan Chase JPM Stock Holding History

Decker Retirement 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
Q3 		$34.3K Sell
104
-80
-43% -$28K 0.01% 109
2026
Q2 		$60.1K Buy
184
+33
+22% +$10.2K 0.02% 107
2026
Q1 		$44.4K Hold
151
– – 0.02% 101
2025
Q4 		$48.7K Sell
151
-85
-36% -$26.3K 0.02% 92
2025
Q3 		$74.4K Buy
236
+85
+56% +$25.3K 0.04% 85
2025
Q2 		$43.8K Hold
151
– – 0.03% 83
2025
Q1 		$37K Sell
151
-267
-64% -$68.1K 0.02% 65
2024
Q4 		$100K Buy
+418
New +$97.4K 0.06% 80

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Decker Retirement Planning's JPM Position: Q3 2026 in Review

Decker Retirement Planning reduced its JPMorgan Chase (JPM) stake by 43% in Q3 2026, selling an estimated $28K and leaving 104 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #109.

Decker Retirement Planning first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $100K in Q4 2024. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Decker Retirement Planning held 104 shares of JPMorgan Chase worth $34.3K as of Q3 2026.
  • Decker Retirement Planning sold 80 JPMorgan Chase shares in Q3 2026, an estimated $28K.
  • JPMorgan Chase made up 0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #109 holding.
  • Decker Retirement Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • Decker Retirement Planning's JPMorgan Chase position peaked at $100K in Q4 2024.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.