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Holistic Planning’s JPMorgan Chase JPM Stock Holding History

Holistic 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
Q1 		$2.24M Sell
7,611
-122
-2% -$37K 0.45% 50
2025
Q4 		$2.49M Buy
7,733
+1,068
+16% +$331K 0.53% 40
2025
Q3 		$2.1M Sell
6,665
-357
-5% -$106K 0.55% 34
2025
Q2 		$2.04M Buy
7,022
+2,658
+61% +$678K 0.58% 34
2025
Q1 		$1.07M Sell
4,364
-1
-0% -$255 0.36% 52
2024
Q4 		$1.05M Sell
4,365
-158
-3% -$36.8K 0.38% 52
2024
Q3 		$954K Buy
4,523
+471
+12% +$99.2K 0.4% 54
2024
Q2 		$812K Hold
4,052
– – 0.62% 45
2024
Q1 		$812K Buy
4,052
+23
+0.6% +$4.15K 0.62% 45
2023
Q4 		$685K Buy
+4,029
New +$611K 0.58% 46

Other funds holding JPM

BlackRock
BlackRock New York $5.7T 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