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Investment Planning Advisors’s JPMorgan Chase JPM Stock Holding History

Investment Planning 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 		$1.23M Buy
3,743
+246
+7% +$76.4K 0.28% 39
2026
Q1 		$1.03M Buy
3,497
+610
+21% +$185K 0.28% 37
2025
Q4 		$930K Buy
2,887
+325
+13% +$101K 0.27% 38
2025
Q3 		$808K Buy
2,562
+1,104
+76% +$328K 0.25% 41
2025
Q2 		$423K Buy
1,458
+185
+15% +$47.2K 0.15% 54
2025
Q1 		$312K Sell
1,273
-12
-0.9% -$3.06K 0.13% 59
2024
Q4 		$308K Buy
+1,285
New +$299K 0.13% 54

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Investment Planning Advisors's JPM Position: Q2 2026 in Review

Investment Planning Advisors increased its JPMorgan Chase (JPM) stake by 7% in Q2 2026, buying an estimated $76.4K and bringing the position to 3,743 shares worth $1.23M. The position accounts for 0.28% of the portfolio, ranked #39.

Investment Planning Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Investment Planning Advisors held 3,743 shares of JPMorgan Chase worth $1.23M as of Q2 2026.
  • Investment Planning Advisors bought 246 JPMorgan Chase shares in Q2 2026, an estimated $76.4K.
  • JPMorgan Chase made up 0.28% of Investment Planning Advisors's portfolio in Q2 2026, its #39 holding.
  • Investment Planning Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.