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Mark Sheptoff Financial Planning’s JPMorgan Chase JPM Stock Holding History

Mark Sheptoff 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
Q1 		– Sell
-940
Closed -$266K – 548
2025
Q4 		$266K Hold
940
– – 0.13% 95
2025
Q3 		$266K Sell
940
-38
-4% -$11.3K 0.13% 93
2025
Q2 		$284K Buy
978
+38
+4% +$9.7K 0.15% 78
2025
Q1 		$218K Sell
940
-800
-46% -$204K 0.12% 85
2024
Q4 		$417K Hold
1,740
– – 0.22% 64
2024
Q3 		$367K Hold
1,740
– – 0.19% 63
2024
Q2 		$352K Hold
1,740
– – 0.2% 68
2024
Q1 		$349K Hold
1,740
– – 0.19% 69
2023
Q4 		$296K Hold
1,740
– – 0.18% 71
2023
Q3 		$252K Hold
1,740
– – 0.16% 73
2023
Q2 		$253K Hold
1,740
– – 0.14% 81
2023
Q1 		$227K Hold
1,740
– – 0.13% 88
2022
Q4 		$233K Hold
1,740
– – 0.14% 85
2022
Q3 		$182K Sell
1,740
-1,169
-40% -$134K 0.11% 88
2022
Q2 		$328K Buy
2,909
+452
+18% +$56K 0.19% 74
2022
Q1 		$335K Buy
2,457
+501
+26% +$74K 0.17% 81
2021
Q4 		$310K Buy
1,956
+13
+0.7% +$2.13K 0.15% 81
2021
Q3 		$318K Buy
1,943
+501
+35% +$78.5K 0.18% 80
2021
Q2 		$224K Sell
1,442
-550
-28% -$86.4K 0.12% 98
2021
Q1 		$303K Buy
1,992
+551
+38% +$79.3K 0.17% 77
2020
Q4 		$183K Buy
1,441
+1
+0.1% +$112 0.1% 100
2020
Q3 		$139K Buy
1,440
+600
+71% +$58.9K 0.09% 109
2020
Q2 		$79K Sell
840
-100
-11% -$9.49K 0.05% 125
2020
Q1 		$85K Sell
940
-1,550
-62% -$188K 0.06% 110
2019
Q4 		$347K Buy
2,490
+1,750
+236% +$224K 0.22% 69
2019
Q3 		$87K Sell
740
-2,236
-75% -$253K 0.06% 119
2019
Q2 		$333K Buy
2,976
+603
+25% +$66.5K 0.23% 72
2019
Q1 		$240K Buy
2,373
+41
+2% +$4.22K 0.17% 85
2018
Q4 		$228K Buy
2,332
+3
+0.1% +$320 0.19% 77
2018
Q3 		$263K Buy
2,329
+500
+27% +$56.8K 0.18% 90
2018
Q2 		$191K Buy
1,829
+1
+0.1% +$110 0.14% 97
2018
Q1 		$201K Buy
1,828
+300
+20% +$34K 0.14% 100
2017
Q4 		$163K Hold
1,528
– – 0.11% 117
2017
Q3 		$146K Hold
1,528
– – 0.1% 124
2017
Q2 		$140K Sell
1,528
-1
-0.1% -$86 0.1% 125
2017
Q1 		$134K Buy
1,529
+1
+0.1% +$88 0.1% 130
2016
Q4 		$132K Hold
1,528
– – 0.1% 123
2016
Q3 		$102K Buy
1,528
+200
+15% +$13K 0.08% 129
2016
Q2 		$83K Buy
1,328
+58
+5% +$3.62K 0.06% 133
2016
Q1 		$75K Sell
1,270
-244
-16% -$14.3K 0.06% 129
2015
Q4 		$100K Sell
1,514
-491
-24% -$32K 0.08% 135
2015
Q3 		$122K Buy
2,005
+394
+24% +$25.8K 0.11% 123
2015
Q2 		$109K Buy
1,611
+1
+0.1% +$65 0.09% 138
2015
Q1 		$98K Buy
1,610
+500
+45% +$29.6K 0.08% 140
2014
Q4 		$69K Buy
1,110
+110
+11% +$6.62K 0.06% 148
2014
Q3 		$60K Hold
1,000
– – 0.05% 160
2014
Q2 		$58K Hold
1,000
– – 0.05% 169
2014
Q1 		$61K Buy
+1,000
New +$57.8K 0.05% 169

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's JPM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 940 shares — an estimated $266K sold.

Mark Sheptoff Financial Planning first reported a position in JPM in Q1 2014 and held it in 48 quarters. The position peaked at $417K in Q4 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 940 JPMorgan Chase shares in Q1 2026, an estimated $266K.
  • Mark Sheptoff Financial Planning first reported a position in JPMorgan Chase in Q1 2014 and held it in 48 quarters.
  • Mark Sheptoff Financial Planning's JPMorgan Chase position peaked at $417K in Q4 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.