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OLIO Financial Planning’s JPMorgan Chase JPM Stock Holding History

OLIO 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 		$659K Hold
2,015
– – 0.16% 31
2026
Q1 		$593K Sell
2,015
-41
-2% -$12.4K 0.16% 33
2025
Q4 		$662K Sell
2,056
-38
-2% -$11.8K 0.19% 31
2025
Q3 		$661K Sell
2,094
-130
-6% -$38.7K 0.19% 31
2025
Q2 		$645K Sell
2,224
-50
-2% -$12.8K 0.2% 31
2025
Q1 		$558K Hold
2,274
– – 0.19% 32
2024
Q4 		$545K Buy
+2,274
New +$530K 0.19% 34

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

OLIO Financial Planning held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,015 shares worth $659K. The position accounts for 0.16% of the portfolio, ranked #31.

OLIO Financial Planning first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $662K in Q4 2025. 3,385 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • OLIO Financial Planning held 2,015 shares of JPMorgan Chase worth $659K as of Q2 2026.
  • OLIO Financial Planning left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.16% of OLIO Financial Planning's portfolio in Q2 2026, its #31 holding.
  • OLIO Financial Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • OLIO Financial Planning's JPMorgan Chase position peaked at $662K in Q4 2025.
  • 3,385 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.