Pearl Planning’s JPMorgan Chase JPM Stock Holding History

Pearl 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	$268K	Buy	818 +9	+1%	+$2.79K	0.12%	52
2026 Q1	$238K	Hold	809	–	–	0.13%	49
2025 Q4	$261K	Buy	+809	New	+$250K	0.16%	47

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

Pearl Planning's JPM Position: Q2 2026 in Review

Pearl Planning increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $2.79K and bringing the position to 818 shares worth $268K. The position accounts for 0.12% of the portfolio, ranked #52.

Pearl Planning first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pearl Planning held 818 shares of JPMorgan Chase worth $268K as of Q2 2026.
Pearl Planning bought 9 JPMorgan Chase shares in Q2 2026, an estimated $2.79K.
JPMorgan Chase made up 0.12% of Pearl Planning's portfolio in Q2 2026, its #52 holding.
Pearl Planning first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.