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Peak Planning Group’s JPMorgan Chase JPM Stock Holding History

Peak Planning Group’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 		$6.25M Sell
19,098
-231
-1% -$71.7K 1.41% 20
2026
Q1 		$5.69M Sell
19,329
-235
-1% -$71.3K 1.58% 15
2025
Q4 		$6.3M Buy
19,564
+8,396
+75% +$2.6M 1.77% 15
2025
Q3 		$3.52M Buy
11,168
+21
+0.2% +$6.25K 1.84% 12
2025
Q2 		$3.23M Sell
11,147
-7,505
-40% -$1.92M 2.07% 11
2025
Q1 		$4.58M Sell
18,652
-293
-2% -$74.7K 1.92% 12
2024
Q4 		$4.54M Buy
18,945
+138
+0.7% +$32.1K 1.89% 15
2024
Q3 		$3.97M Buy
18,807
+61
+0.3% +$12.8K 1.74% 14
2024
Q2 		$3.79M Buy
18,746
+1,842
+11% +$360K 1.86% 13
2024
Q1 		$3.39M Buy
16,904
+469
+3% +$84.6K 2.12% 12
2023
Q4 		$2.8M Sell
16,435
-219
-1% -$33.2K 2.01% 13
2023
Q3 		$2.42M Sell
16,654
-751
-4% -$113K 1.89% 13
2023
Q2 		$2.53M Buy
17,405
+326
+2% +$44.8K 1.88% 13
2023
Q1 		$2.23M Buy
17,079
+725
+4% +$99.3K 1.81% 14
2022
Q4 		$2.19M Buy
16,354
+598
+4% +$75.8K 1.93% 13
2022
Q3 		$1.65M Buy
15,756
+1,125
+8% +$129K 1.52% 15
2022
Q2 		$1.65M Buy
+14,631
New +$1.81M 1.38% 16
2021
Q4 		$1.8M Buy
11,370
+515
+5% +$84.6K 1.33% 17
2021
Q3 		$1.78M Buy
+10,855
New +$1.7M 1.53% 15
2021
Q1 		$1.55M Buy
10,200
+1,260
+14% +$181K 1.51% 16
2020
Q4 		$1.14M Buy
8,940
+190
+2% +$21.2K 1.29% 16
2020
Q3 		$842K Buy
+8,750
New +$859K 1.18% 18

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Peak Planning Group's JPM Position: Q2 2026 in Review

Peak Planning Group reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $71.7K and leaving 19,098 shares worth $6.25M. The position accounts for 1.41% of the portfolio, ranked #20.

Peak Planning Group first reported a position in JPM in Q3 2020 and has held it in 22 quarters since. The position peaked at $6.3M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Peak Planning Group held 19,098 shares of JPMorgan Chase worth $6.25M as of Q2 2026.
  • Peak Planning Group sold 231 JPMorgan Chase shares in Q2 2026, an estimated $71.7K.
  • JPMorgan Chase made up 1.41% of Peak Planning Group's portfolio in Q2 2026, its #20 holding.
  • Peak Planning Group first reported a position in JPMorgan Chase in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's JPMorgan Chase position peaked at $6.3M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.