IP
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Ignite Planners’s JPMorgan Chase JPM Stock Holding History

Ignite 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 		$3.63M Buy
11,082
+185
+2% +$57.5K 0.5% 50
2026
Q1 		$3.21M Buy
10,897
+179
+2% +$54.3K 0.5% 53
2025
Q4 		$3.28M Sell
10,718
-357
-3% -$111K 0.5% 49
2025
Q3 		$3.49M Buy
11,075
+141
+1% +$41.9K 0.57% 43
2025
Q2 		$3.18M Buy
10,934
+78
+0.7% +$19.9K 0.55% 44
2025
Q1 		$2.68M Buy
10,856
+862
+9% +$220K 0.52% 47
2024
Q4 		$2.43M Buy
9,994
+78
+0.8% +$18.2K 0.53% 45
2024
Q3 		$2.09M Sell
9,916
-59
-0.6% -$12.4K 0.48% 53
2024
Q2 		$2.04M Buy
9,975
+12
+0.1% +$2.35K 0.5% 51
2024
Q1 		$1.98M Sell
9,963
-5,423
-35% -$979K 0.56% 44
2023
Q4 		$2.65M Sell
15,386
-1,875
-11% -$284K 0.79% 28
2023
Q3 		$2.47M Buy
17,261
+6,640
+63% +$995K 0.75% 26
2023
Q2 		$1.53M Sell
10,621
-131
-1% -$18K 0.59% 40
2023
Q1 		$1.38M Buy
10,752
+825
+8% +$113K 0.56% 43
2022
Q4 		$1.4M Buy
9,927
+1,044
+12% +$132K 0.58% 37
2022
Q3 		$955K Buy
8,883
+982
+12% +$113K 0.76% 32
2022
Q2 		$907K Buy
7,901
+351
+5% +$43.5K 0.74% 33
2022
Q1 		$958K Buy
7,550
+270
+4% +$39.9K 0.64% 40
2021
Q4 		$1.1M Buy
+7,280
New +$1.2M 0.71% 38

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

Ignite Planners's JPM Position: Q2 2026 in Review

Ignite Planners increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $57.5K and bringing the position to 11,082 shares worth $3.63M. The position accounts for 0.5% of the portfolio, ranked #50.

Ignite Planners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ignite Planners held 11,082 shares of JPMorgan Chase worth $3.63M as of Q2 2026.
  • Ignite Planners bought 185 JPMorgan Chase shares in Q2 2026, an estimated $57.5K.
  • JPMorgan Chase made up 0.5% of Ignite Planners's portfolio in Q2 2026, its #50 holding.
  • Ignite Planners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.