Phillips Wealth Planners’s JPMorgan Chase JPM Stock Holding History

Phillips Wealth Planners’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 Q1	$2.17M	Sell	7,241 -200	-3%	-$60.7K	1.63%	5
2025 Q4	$2.25M	Buy	7,441 +156	+2%	+$48.3K	1.8%	5
2025 Q3	$2.25M	Buy	7,285 +150	+2%	+$44.6K	1.87%	3
2025 Q2	$2.02M	Sell	7,135 -150	-2%	-$38.3K	1.83%	5
2025 Q1	$1.72M	Buy	7,285 +147	+2%	+$37.5K	1.82%	3
2024 Q4	$1.71M	Sell	7,138 -90	-1%	-$21K	1.71%	5
2024 Q3	$1.62M	Sell	7,228 -185	-2%	-$39K	1.55%	6
2024 Q2	$1.54M	Buy	7,413 +495	+7%	+$96.8K	1.62%	7
2024 Q1	$1.25M	Sell	6,918 -312	-4%	-$56.3K	1.44%	9
2023 Q4	$1.21M	Sell	7,230 -191	-3%	-$28.9K	1.46%	10
2023 Q3	$1.08M	Buy	7,421 +36	+0.5%	+$5.4K	1.46%	13
2023 Q2	$1.07M	Buy	7,385 +1,096	+17%	+$151K	1.41%	12
2023 Q1	$888K	Sell	6,289 -597	-9%	-$81.8K	1.17%	21
2022 Q4	$982K	Buy	+6,886	New	+$873K	1.71%	17

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Phillips Wealth Planners's JPM Position: Q1 2026 in Review

Phillips Wealth Planners reduced its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, selling an estimated $60.7K and leaving 7,241 shares worth $2.17M. The position accounts for 1.63% of the portfolio, ranked #5.

Phillips Wealth Planners first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Phillips Wealth Planners held 7,241 shares of JPMorgan Chase worth $2.17M as of Q1 2026.
Phillips Wealth Planners sold 200 JPMorgan Chase shares in Q1 2026, an estimated $60.7K.
JPMorgan Chase made up 1.63% of Phillips Wealth Planners's portfolio in Q1 2026, its #5 holding.
Phillips Wealth Planners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's JPMorgan Chase position peaked at $2.25M in Q3 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.