JRPIM
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Journey Retirement Planning & Investment Management’s JPMorgan Chase JPM Stock Holding History

Journey Retirement Planning & Investment Management’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 		$604K Buy
1,846
+365
+25% +$113K 0.47% 66
2026
Q1 		$436K Sell
1,481
-3,519
-70% -$1.07M 0.38% 86
2025
Q4 		$1.61M Buy
+5,000
New +$1.55M 0.33% 78

Other funds holding JPM

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Journey Retirement Planning & Investment Management's JPM Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its JPMorgan Chase (JPM) stake by 25% in Q2 2026, buying an estimated $113K and bringing the position to 1,846 shares worth $604K. The position accounts for 0.47% of the portfolio, ranked #66.

Journey Retirement Planning & Investment Management first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q4 2025. 3,053 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,846 shares of JPMorgan Chase worth $604K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 365 JPMorgan Chase shares in Q2 2026, an estimated $113K.
  • JPMorgan Chase made up 0.47% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #66 holding.
  • Journey Retirement Planning & Investment Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's JPMorgan Chase position peaked at $1.61M in Q4 2025.
  • 3,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.