OFC Financial Planning’s JPMorgan Chase JPM Stock Holding History

OFC 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 Q2	$250K	Buy	765 +2	+0.3%	+$621	0.22%	49
2026 Q1	$224K	Sell	763 -14	-2%	-$4.25K	0.22%	50
2025 Q4	$250K	Hold	777	–	–	0.24%	50
2025 Q3	$245K	Sell	777 -11	-1%	-$3.27K	0.24%	49
2025 Q2	$228K	Buy	+788	New	+$201K	0.24%	51

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

OFC Financial Planning's JPM Position: Q2 2026 in Review

OFC Financial Planning increased its JPMorgan Chase (JPM) stake by 0.26% in Q2 2026, buying an estimated $621 and bringing the position to 765 shares worth $250K. The position accounts for 0.22% of the portfolio, ranked #49.

OFC Financial Planning first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

OFC Financial Planning held 765 shares of JPMorgan Chase worth $250K as of Q2 2026.
OFC Financial Planning bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
JPMorgan Chase made up 0.22% of OFC Financial Planning's portfolio in Q2 2026, its #49 holding.
OFC Financial Planning first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.