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LifePlan Investment Advisors’s JPMorgan Chase JPM Stock Holding History

LifePlan Investment 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 		$1.19M Buy
3,630
+155
+4% +$48.1K 0.41% 64
2026
Q1 		$1.02M Buy
3,475
+116
+3% +$35.2K 0.4% 68
2025
Q4 		$1.08M Buy
3,359
+80
+2% +$24.8K 0.44% 59
2025
Q3 		$1.03M Hold
3,279
– – 0.43% 56
2025
Q2 		$951K Buy
3,279
+2,319
+242% +$592K 0.47% 58
2025
Q1 		$235K Hold
960
– – 0.14% 95
2024
Q4 		$230K Sell
960
-7
-0.7% -$1.63K 0.14% 91
2024
Q3 		$204K Buy
+967
New +$204K 0.13% 91

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

LifePlan Investment Advisors increased its JPMorgan Chase (JPM) stake by 4.5% in Q2 2026, buying an estimated $48.1K and bringing the position to 3,630 shares worth $1.19M. The position accounts for 0.41% of the portfolio, ranked #64.

LifePlan Investment Advisors first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LifePlan Investment Advisors held 3,630 shares of JPMorgan Chase worth $1.19M as of Q2 2026.
  • LifePlan Investment Advisors bought 155 JPMorgan Chase shares in Q2 2026, an estimated $48.1K.
  • JPMorgan Chase made up 0.41% of LifePlan Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • LifePlan Investment Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.