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Falcon Wealth Planning’s JPMorgan Chase JPM Stock Holding History

Falcon Wealth 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 		$3.93M Sell
12,006
-91
-0.8% -$28.3K 0.25% 37
2026
Q1 		$3.56M Buy
12,097
+250
+2% +$75.9K 0.24% 35
2025
Q4 		$3.82M Sell
11,847
-1,840
-13% -$570K 0.32% 29
2025
Q3 		$4.32M Buy
13,687
+329
+2% +$97.8K 0.39% 26
2025
Q2 		$3.87M Buy
13,358
+75
+0.6% +$19.1K 0.39% 28
2025
Q1 		$3.26M Buy
13,283
+396
+3% +$101K 0.36% 31
2024
Q4 		$3.09M Buy
12,887
+26
+0.2% +$6.06K 0.34% 34
2024
Q3 		$2.71M Buy
12,861
+35
+0.3% +$7.37K 0.32% 35
2024
Q2 		$2.59M Buy
12,826
+356
+3% +$69.6K 0.34% 32
2024
Q1 		$2.5M Sell
12,470
-443
-3% -$79.9K 0.4% 30
2023
Q4 		$2.2M Buy
12,913
+740
+6% +$112K 0.38% 34
2023
Q3 		$1.77M Sell
12,173
-373
-3% -$55.9K 0.38% 29
2023
Q2 		$1.82M Buy
12,546
+439
+4% +$60.4K 0.41% 27
2023
Q1 		$1.58M Hold
12,107
– – 0.39% 28
2022
Q4 		$1.62M Sell
12,107
-70
-0.6% -$8.87K 0.47% 26
2022
Q3 		$1.27M Sell
12,177
-347
-3% -$39.8K 0.42% 24
2022
Q2 		$1.41M Buy
12,524
+15
+0.1% +$1.86K 0.48% 27
2022
Q1 		$1.71M Sell
12,509
-352
-3% -$52K 0.53% 22
2021
Q4 		$2.04M Sell
12,861
-4,552
-26% -$748K 0.67% 20
2021
Q3 		$2.85M Buy
17,413
+979
+6% +$153K 1.08% 19
2021
Q2 		$2.56M Buy
16,434
+12
+0.1% +$1.89K 1.09% 18
2021
Q1 		$2.5M Buy
16,422
+78
+0.5% +$11.2K 1.22% 18
2020
Q4 		$2.08M Buy
+16,344
New +$1.83M 1.16% 18

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

Falcon Wealth Planning's JPM Position: Q2 2026 in Review

Falcon Wealth Planning reduced its JPMorgan Chase (JPM) stake by 0.75% in Q2 2026, selling an estimated $28.3K and leaving 12,006 shares worth $3.93M. The position accounts for 0.25% of the portfolio, ranked #37.

Falcon Wealth Planning first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.32M in Q3 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Falcon Wealth Planning held 12,006 shares of JPMorgan Chase worth $3.93M as of Q2 2026.
  • Falcon Wealth Planning sold 91 JPMorgan Chase shares in Q2 2026, an estimated $28.3K.
  • JPMorgan Chase made up 0.25% of Falcon Wealth Planning's portfolio in Q2 2026, its #37 holding.
  • Falcon Wealth Planning first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Falcon Wealth Planning's JPMorgan Chase position peaked at $4.32M in Q3 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.