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 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 $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

Next Level Wealth Planning's JPM Position: Q1 2026 in Review

Next Level Wealth Planning held its JPMorgan Chase (JPM) position steady in Q1 2026 at 902 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #57.

Next Level Wealth Planning first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $304K in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Next Level Wealth Planning held 902 shares of JPMorgan Chase worth $265K as of Q1 2026.
Next Level Wealth Planning left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.14% of Next Level Wealth Planning's portfolio in Q1 2026, its #57 holding.
Next Level Wealth Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's JPMorgan Chase position peaked at $304K in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.