Financial Life Planners’s JPMorgan Chase JPM Stock Holding History

Financial Life Planners’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	$281K	Buy	859 +4	+0.5%	+$1.24K	0.18%	51
2026 Q1	$251K	Sell	855 -57	-6%	-$17.3K	0.19%	43
2025 Q4	$294K	Buy	912 +4	+0.4%	+$1.24K	0.21%	47
2025 Q3	$286K	Buy	908 +37	+4%	+$11K	0.19%	47
2025 Q2	$252K	Buy	871 +77	+10%	+$19.6K	0.21%	48
2025 Q1	$195K	Buy	794 +94	+13%	+$24K	0.19%	49
2024 Q4	$168K	Buy	+700	New	+$163K	0.14%	56

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Financial Life Planners's JPM Position: Q2 2026 in Review

Financial Life Planners increased its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, buying an estimated $1.24K and bringing the position to 859 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #51.

Financial Life Planners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q4 2025. 2,526 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Financial Life Planners held 859 shares of JPMorgan Chase worth $281K as of Q2 2026.
Financial Life Planners bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
JPMorgan Chase made up 0.18% of Financial Life Planners's portfolio in Q2 2026, its #51 holding.
Financial Life Planners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's JPMorgan Chase position peaked at $294K in Q4 2025.
2,526 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.