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Defined Financial Planning’s JPMorgan Chase JPM Stock Holding History

Defined 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
2025
Q3 		$462K Buy
1,518
+99
+7% +$29.4K 0.38% 35
2025
Q2 		$407K Buy
1,419
+57
+4% +$14.5K 0.36% 38
2025
Q1 		$332K Buy
1,362
+166
+14% +$42.3K 0.34% 47
2024
Q4 		$287K Buy
+1,196
New +$279K 0.31% 49

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Defined Financial Planning's JPM Position: Q3 2025 in Review

Defined Financial Planning increased its JPMorgan Chase (JPM) stake by 7% in Q3 2025, buying an estimated $29.4K and bringing the position to 1,518 shares worth $462K. The position accounts for 0.38% of the portfolio, ranked #35.

Defined Financial Planning first reported a position in JPM in Q4 2024 and has held it in 4 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Defined Financial Planning held 1,518 shares of JPMorgan Chase worth $462K as of Q3 2025.
  • Defined Financial Planning bought 99 JPMorgan Chase shares in Q3 2025, an estimated $29.4K.
  • JPMorgan Chase made up 0.38% of Defined Financial Planning's portfolio in Q3 2025, its #35 holding.
  • Defined Financial Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 4 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.