Estate Planners Group’s JPMorgan Chase JPM Stock Holding History

Estate Planners Group’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	–	Sell	-336	Closed	-$108K	–	245
2025 Q4	$108K	Buy	+336	New	+$104K	0.05%	95

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Estate Planners Group's JPM Position: Q1 2026 in Review

Estate Planners Group sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 336 shares — an estimated $108K sold.

Estate Planners Group first reported a position in JPM in Q4 2025 and held it in 1 quarter. The position peaked at $108K in Q4 2025. 5,072 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Estate Planners Group reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 336 JPMorgan Chase shares in Q1 2026, an estimated $108K.
Estate Planners Group first reported a position in JPMorgan Chase in Q4 2025 and held it in 1 quarter.
Estate Planners Group's JPMorgan Chase position peaked at $108K in Q4 2025.
5,072 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.