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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
Q2 		$2.54M Buy
7,770
+159
+2% +$49.4K 0.4% 54
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 $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

Holistic Planning's JPM Position: Q2 2026 in Review

Holistic Planning increased its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, buying an estimated $49.4K and bringing the position to 7,770 shares worth $2.54M. The position accounts for 0.4% of the portfolio, ranked #54.

Holistic Planning first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Holistic Planning held 7,770 shares of JPMorgan Chase worth $2.54M as of Q2 2026.
  • Holistic Planning bought 159 JPMorgan Chase shares in Q2 2026, an estimated $49.4K.
  • JPMorgan Chase made up 0.4% of Holistic Planning's portfolio in Q2 2026, its #54 holding.
  • Holistic Planning first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.