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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Essential Planning's JPM Position: Q1 2026 in Review

Essential Planning held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,399 shares worth $412K. The position accounts for 0.13% of the portfolio, ranked #59.

Essential Planning first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $19.7M in Q4 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Essential Planning held 1,399 shares of JPMorgan Chase worth $412K as of Q1 2026.
  • Essential Planning left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.13% of Essential Planning's portfolio in Q1 2026, its #59 holding.
  • Essential Planning first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
  • Essential Planning's JPMorgan Chase position peaked at $19.7M in Q4 2024.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.