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Essential Planning’s JPMorgan Chase JPM Stock Holding History

Essential 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 		$451K Sell
1,378
-21
-2% -$6.52K 0.13% 58
2026
Q1 		$412K Hold
1,399
– – 0.13% 59
2025
Q4 		$451K Buy
1,399
+33
+2% +$10.2K 0.14% 52
2025
Q3 		$431K Buy
1,366
+138
+11% +$41K 0.15% 55
2025
Q2 		$356K Sell
1,228
-18
-1% -$4.59K 0.13% 63
2025
Q1 		$306K Sell
1,246
-83,642
-99% -$21.3M 0.12% 65
2024
Q4 		$19.7M Buy
84,888
+83,457
+5,832% +$19.4M 0.13% 57
2024
Q3 		$302K Buy
1,431
+129
+10% +$27.2K 0.12% 62
2024
Q2 		$263K Sell
1,302
-232
-15% -$45.4K 0.12% 60
2024
Q1 		$261K Hold
1,534
– – 0.13% 55
2023
Q4 		$261K Hold
1,534
– – 0.13% 54
2023
Q3 		$222K Hold
1,534
– – 0.12% 52
2023
Q2 		$223K Buy
+1,534
New +$211K 0.13% 53

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Essential Planning's JPM Position: Q2 2026 in Review

Essential Planning reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $6.52K and leaving 1,378 shares worth $451K. The position accounts for 0.13% of the portfolio, ranked #58.

Essential Planning first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.7M in Q4 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Essential Planning held 1,378 shares of JPMorgan Chase worth $451K as of Q2 2026.
  • Essential Planning sold 21 JPMorgan Chase shares in Q2 2026, an estimated $6.52K.
  • JPMorgan Chase made up 0.13% of Essential Planning's portfolio in Q2 2026, its #58 holding.
  • Essential Planning first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • Essential Planning's JPMorgan Chase position peaked at $19.7M in Q4 2024.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.