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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Decker Retirement Planning's JPM Position: Q2 2026 in Review

Decker Retirement Planning increased its JPMorgan Chase (JPM) stake by 22% in Q2 2026, buying an estimated $10.2K and bringing the position to 184 shares worth $60.1K. The position accounts for 0.02% of the portfolio, ranked #107.

Decker Retirement Planning first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $100K in Q4 2024. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Decker Retirement Planning held 184 shares of JPMorgan Chase worth $60.1K as of Q2 2026.
  • Decker Retirement Planning bought 33 JPMorgan Chase shares in Q2 2026, an estimated $10.2K.
  • JPMorgan Chase made up 0.02% of Decker Retirement Planning's portfolio in Q2 2026, its #107 holding.
  • Decker Retirement Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Decker Retirement Planning's JPMorgan Chase position peaked at $100K in Q4 2024.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.