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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LifePlan Investment Advisors's JPM Position: Q1 2026 in Review

LifePlan Investment Advisors increased its JPMorgan Chase (JPM) stake by 3.5% in Q1 2026, buying an estimated $35.2K and bringing the position to 3,475 shares worth $1.02M. The position accounts for 0.4% of the portfolio, ranked #68.

LifePlan Investment Advisors first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

LifePlan Investment Advisors held 3,475 shares of JPMorgan Chase worth $1.02M as of Q1 2026.
LifePlan Investment Advisors bought 116 JPMorgan Chase shares in Q1 2026, an estimated $35.2K.
JPMorgan Chase made up 0.4% of LifePlan Investment Advisors's portfolio in Q1 2026, its #68 holding.
LifePlan Investment Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
LifePlan Investment Advisors's JPMorgan Chase position peaked at $1.08M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.