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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
Q2 		$5.75M Buy
17,575
+352
+2% +$109K 2.14% 13
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 $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

Game Plan Financial Advisors's JPM Position: Q2 2026 in Review

Game Plan Financial Advisors increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $109K and bringing the position to 17,575 shares worth $5.75M. The position accounts for 2.14% of the portfolio, ranked #13.

Game Plan Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 24 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Game Plan Financial Advisors held 17,575 shares of JPMorgan Chase worth $5.75M as of Q2 2026.
  • Game Plan Financial Advisors bought 352 JPMorgan Chase shares in Q2 2026, an estimated $109K.
  • JPMorgan Chase made up 2.14% of Game Plan Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Game Plan Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 24 quarters since.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.