New England Professional Planning Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $439K | Sell |
1,341
-86
| -6% | -$26.7K | 0.16% | 29 |
|
|
2026
Q1 | $420K | Hold |
1,427
| – | – | 0.18% | 25 |
|
|
2025
Q4 | $460K | Hold |
1,427
| – | – | 0.19% | 24 |
|
|
2025
Q3 | $450K | Hold |
1,427
| – | – | 0.21% | 21 |
|
|
2025
Q2 | $414K | Hold |
1,427
| – | – | 0.19% | 25 |
|
|
2025
Q1 | $350K | Sell |
1,427
-104
| -7% | -$26.5K | 0.17% | 27 |
|
|
2024
Q4 | $367K | Buy |
1,531
+90
| +6% | +$21K | 0.18% | 28 |
|
|
2024
Q3 | $304K | Hold |
1,441
| – | – | 0.15% | 29 |
|
|
2024
Q2 | $291K | Sell |
1,441
-4
| -0.3% | -$782 | 0.15% | 34 |
|
|
2024
Q1 | $289K | Sell |
1,445
-7
| -0.5% | -$1.26K | 0.15% | 32 |
|
|
2023
Q4 | $247K | Sell |
1,452
-45
| -3% | -$6.82K | 0.14% | 33 |
|
|
2023
Q3 | $217K | Hold |
1,497
| – | – | 0.13% | 34 |
|
|
2023
Q2 | $218K | Buy |
+1,497
| New | +$206K | 0.13% | 35 |
|
|
2023
Q1 | – | Sell |
-1,497
| Closed | -$201K | – | 41 |
|
|
2022
Q4 | $201K | Buy |
+1,497
| New | +$190K | 0.11% | 40 |
|
|
2022
Q2 | – | Sell |
-1,668
| Closed | -$227K | – | 43 |
|
|
2022
Q1 | $227K | Sell |
1,668
-119
| -7% | -$17.6K | 0.14% | 36 |
|
|
2021
Q4 | $299K | Sell |
1,787
-183
| -9% | -$30.1K | 0.18% | 28 |
|
|
2021
Q3 | $334K | Hold |
1,970
| – | – | 0.2% | 24 |
|
|
2021
Q2 | $317K | Sell |
1,970
-116
| -6% | -$18.2K | 0.19% | 24 |
|
|
2021
Q1 | $336K | Buy |
2,086
+161
| +8% | +$23.2K | 0.21% | 27 |
|
|
2020
Q4 | $245K | Sell |
1,925
-69
| -3% | -$7.71K | 0.17% | 32 |
|
|
2020
Q3 | $207K | Sell |
1,994
-825
| -29% | -$81K | 0.16% | 30 |
|
|
2020
Q2 | $284K | Sell |
2,819
-463
| -14% | -$43.9K | 0.22% | 31 |
|
|
2020
Q1 | $301K | Buy |
3,282
+185
| +6% | +$22.5K | 0.28% | 29 |
|
|
2019
Q4 | $432K | Buy |
+3,097
| New | +$397K | 0.34% | 26 |
|
|
2018
Q3 | $366K | Buy |
3,252
+702
| +28% | +$79.7K | 0.42% | 27 |
|
|
2018
Q2 | $266K | Sell |
2,550
-82
| -3% | -$8.99K | 0.34% | 30 |
|
|
2018
Q1 | $287K | Sell |
2,632
-1,371
| -34% | -$155K | 0.38% | 27 |
|
|
2017
Q4 | $436K | Buy |
+4,003
| New | +$405K | 0.53% | 23 |
|
|
2016
Q2 | $236K | Hold |
3,685
| – | – | 0.26% | 37 |
|
|
2016
Q1 | $221K | Sell |
3,685
-472
| -11% | -$27.6K | 0.22% | 37 |
|
|
2015
Q4 | $274K | Buy |
4,157
+595
| +17% | +$38.7K | 0.31% | 31 |
|
|
2015
Q3 | $240K | Sell |
3,562
-175
| -5% | -$11.5K | 0.27% | 33 |
|
|
2015
Q2 | $254K | Hold |
3,737
| – | – | 0.33% | 31 |
|
|
2015
Q1 | $240K | Buy |
+3,737
| New | +$221K | 0.32% | 37 |
|
Other funds holding JPM
New England Professional Planning Group's JPM Position: Q2 2026 in Review
New England Professional Planning Group reduced its JPMorgan Chase (JPM) stake by 6% in Q2 2026, selling an estimated $26.7K and leaving 1,341 shares worth $439K. The position accounts for 0.16% of the portfolio, ranked #29.
New England Professional Planning Group first reported a position in JPM in Q1 2015 and has held it in 34 quarters since. The position peaked at $460K in Q4 2025. 2,995 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- New England Professional Planning Group held 1,341 shares of JPMorgan Chase worth $439K as of Q2 2026.
- New England Professional Planning Group sold 86 JPMorgan Chase shares in Q2 2026, an estimated $26.7K.
- JPMorgan Chase made up 0.16% of New England Professional Planning Group's portfolio in Q2 2026, its #29 holding.
- New England Professional Planning Group first reported a position in JPMorgan Chase in Q1 2015 and has held it in 34 quarters since.
- New England Professional Planning Group's JPMorgan Chase position peaked at $460K in Q4 2025.
- 2,995 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.