Next Level Wealth Planning’s JPMorgan Chase JPM Stock Holding History

Next Level Wealth 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 Q2	$299K	Buy	912 +10	+1%	+$3.1K	0.13%	63
2026 Q1	$265K	Hold	902	–	–	0.14%	57
2025 Q4	$291K	Sell	902 -61	-6%	-$18.9K	0.15%	49
2025 Q3	$304K	Hold	963	–	–	0.17%	41
2025 Q2	$279K	Buy	963 +1	+0.1%	+$255	0.18%	42
2025 Q1	$236K	Sell	962 -40	-4%	-$10.2K	0.18%	42
2024 Q4	$240K	Buy	+1,002	New	+$233K	0.19%	36

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Next Level Wealth Planning's JPM Position: Q2 2026 in Review

Next Level Wealth Planning increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $3.1K and bringing the position to 912 shares worth $299K. The position accounts for 0.13% of the portfolio, ranked #63.

Next Level Wealth Planning first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $304K in Q3 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Next Level Wealth Planning held 912 shares of JPMorgan Chase worth $299K as of Q2 2026.
Next Level Wealth Planning bought 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
JPMorgan Chase made up 0.13% of Next Level Wealth Planning's portfolio in Q2 2026, its #63 holding.
Next Level Wealth Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Next Level Wealth Planning's JPMorgan Chase position peaked at $304K in Q3 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.