PRP
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Peak Retirement Planning’s JPMorgan Chase JPM Stock Holding History

Peak Retirement 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 		$3.38M Buy
10,332
+1,296
+14% +$402K 0.54% 57
2026
Q1 		$2.66M Buy
9,036
+968
+12% +$294K 0.53% 53
2025
Q4 		$2.6M Buy
8,068
+577
+8% +$179K 0.61% 48
2025
Q3 		$2.36M Buy
7,491
+2,089
+39% +$621K 0.67% 32
2025
Q2 		$1.57M Buy
5,402
+1,506
+39% +$384K 0.63% 31
2025
Q1 		$956K Sell
3,896
-9,537
-71% -$2.43M 0.53% 70
2024
Q4 		$1.86M Buy
+13,433
New +$3.13M 1.26% 20

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 Retirement Planning's JPM Position: Q2 2026 in Review

Peak Retirement Planning increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $402K and bringing the position to 10,332 shares worth $3.38M. The position accounts for 0.54% of the portfolio, ranked #57.

Peak Retirement Planning first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Peak Retirement Planning held 10,332 shares of JPMorgan Chase worth $3.38M as of Q2 2026.
  • Peak Retirement Planning bought 1,296 JPMorgan Chase shares in Q2 2026, an estimated $402K.
  • JPMorgan Chase made up 0.54% of Peak Retirement Planning's portfolio in Q2 2026, its #57 holding.
  • Peak Retirement Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.