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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 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