Life Planning Partners’s JPMorgan Chase JPM Stock Holding History

Life Planning Partners’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	$252K	Sell	769 -393	-34%	-$122K	0.19%	64
2026 Q1	$342K	Sell	1,162 -204	-15%	-$61.9K	0.26%	55
2025 Q4	$440K	Hold	1,366	–	–	0.34%	47
2025 Q3	$431K	Buy	1,366 +204	+18%	+$60.7K	0.31%	49
2025 Q2	$337K	Buy	1,162 +100	+9%	+$25.5K	0.27%	51
2025 Q1	$261K	Hold	1,062	–	–	0.24%	52
2024 Q4	$255K	Sell	1,062 -15	-1%	-$3.49K	0.24%	52
2024 Q3	$227K	Hold	1,077	–	–	0.2%	54
2024 Q2	$218K	Hold	1,077	–	–	0.2%	57
2024 Q1	$216K	Buy	1,077 +10	+0.9%	+$1.8K	0.21%	59
2023 Q4	$181K	Buy	+1,067	New	+$162K	0.18%	60
2022 Q3	$149K	Hold	1,428	–	–	0.17%	57
2022 Q2	$161K	Hold	1,428	–	–	0.18%	52
2022 Q1	$196K	Buy	1,428 +402	+39%	+$59.3K	0.2%	49
2021 Q4	$162K	Buy	+1,026	New	+$168K	0.16%	50

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Life Planning Partners's JPM Position: Q2 2026 in Review

Life Planning Partners reduced its JPMorgan Chase (JPM) stake by 34% in Q2 2026, selling an estimated $122K and leaving 769 shares worth $252K. The position accounts for 0.19% of the portfolio, ranked #64.

Life Planning Partners first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. The position peaked at $440K in Q4 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Life Planning Partners held 769 shares of JPMorgan Chase worth $252K as of Q2 2026.
Life Planning Partners sold 393 JPMorgan Chase shares in Q2 2026, an estimated $122K.
JPMorgan Chase made up 0.19% of Life Planning Partners's portfolio in Q2 2026, its #64 holding.
Life Planning Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's JPMorgan Chase position peaked at $440K in Q4 2025.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.