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Game Plan Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Game Plan Financial Advisors’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 		$5.07M Sell
17,223
-105
-0.6% -$31.9K 2.28% 12
2025
Q4 		$5.58M Sell
17,328
-112
-0.6% -$34.7K 2.25% 15
2025
Q3 		$5.5M Buy
17,440
+135
+0.8% +$40.2K 2.28% 13
2025
Q2 		$5.02M Buy
17,305
+524
+3% +$134K 2.19% 15
2025
Q1 		$4.12M Hold
16,781
– – 2% 17
2024
Q4 		$4.03M Buy
16,781
+10
+0.1% +$2.33K 1.91% 18
2024
Q3 		$3.54M Sell
16,771
-72
-0.4% -$15.2K 1.71% 19
2024
Q2 		$3.41M Sell
16,843
-900
-5% -$176K 1.68% 19
2024
Q1 		$3.55M Buy
17,743
+650
+4% +$117K 1.8% 19
2023
Q4 		$2.91M Buy
+17,093
New +$2.59M 1.67% 20
2022
Q4 		$2.15M Hold
16,024
– – 1.77% 24
2022
Q3 		$1.68M Buy
16,024
+25
+0.2% +$2.87K 1.41% 26
2022
Q2 		$1.79M Sell
15,999
-220
-1% -$27.3K 1.44% 25
2022
Q1 		$2.21M Hold
16,219
– – 1.32% 29
2021
Q4 		$2.57M Buy
16,219
+500
+3% +$82.1K 1.37% 30
2021
Q3 		$2.57M Hold
15,719
– – 1.53% 22
2021
Q2 		$2.44M Buy
15,719
+75
+0.5% +$11.8K 1.46% 26
2021
Q1 		$2.39M Hold
15,644
– – 1.54% 25
2020
Q4 		$1.98M Buy
15,644
+457
+3% +$51.1K 1.41% 27
2020
Q3 		$1.46M Buy
15,187
+428
+3% +$42K 1.47% 29
2020
Q2 		$1.39M Sell
14,759
-50
-0.3% -$4.74K 1.99% 19
2020
Q1 		$1.34M Buy
14,809
+2,000
+16% +$243K 1.58% 23
2019
Q4 		$1.79M Buy
+12,809
New +$1.64M 1.67% 23

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

Game Plan Financial Advisors's JPM Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.61% in Q1 2026, selling an estimated $31.9K and leaving 17,223 shares worth $5.07M. The position accounts for 2.28% of the portfolio, ranked #12.

Game Plan Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.58M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Game Plan Financial Advisors held 17,223 shares of JPMorgan Chase worth $5.07M as of Q1 2026.
  • Game Plan Financial Advisors sold 105 JPMorgan Chase shares in Q1 2026, an estimated $31.9K.
  • JPMorgan Chase made up 2.28% of Game Plan Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Game Plan Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • Game Plan Financial Advisors's JPMorgan Chase position peaked at $5.58M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.