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Keener Financial Planning’s JPMorgan Chase JPM Stock Holding History

Keener Financial 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 		$930K Buy
2,843
+299
+12% +$92.9K 0.33% 18
2026
Q1 		$748K Hold
2,544
– – 0.31% 20
2025
Q4 		$819K Buy
2,544
+962
+61% +$298K 0.35% 19
2025
Q3 		$499K Hold
1,582
– – 0.23% 27
2025
Q2 		$458K Buy
1,582
+300
+23% +$76.6K 0.23% 30
2025
Q1 		$314K Sell
1,282
-300
-19% -$76.5K 0.2% 31
2024
Q4 		$379K Hold
1,582
– – 0.22% 30
2024
Q3 		$333K Hold
1,582
– – 0.22% 30
2024
Q2 		$319K Sell
1,582
-70
-4% -$13.7K 0.21% 34
2024
Q1 		$331K Buy
1,652
+145
+10% +$26.2K 0.23% 30
2023
Q4 		$256K Buy
+1,507
New +$228K 0.2% 35

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

Keener Financial Planning's JPM Position: Q2 2026 in Review

Keener Financial Planning increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $92.9K and bringing the position to 2,843 shares worth $930K. The position accounts for 0.33% of the portfolio, ranked #18.

Keener Financial Planning first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,052 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Keener Financial Planning held 2,843 shares of JPMorgan Chase worth $930K as of Q2 2026.
  • Keener Financial Planning bought 299 JPMorgan Chase shares in Q2 2026, an estimated $92.9K.
  • JPMorgan Chase made up 0.33% of Keener Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Keener Financial Planning first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.