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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
Q2 		$2.46M Buy
7,254
+13
+0.2% +$4.04K 1.81% 4
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
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

Phillips Wealth Planners's JPM Position: Q2 2026 in Review

Phillips Wealth Planners increased its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, buying an estimated $4.04K and bringing the position to 7,254 shares worth $2.46M. The position accounts for 1.81% of the portfolio, ranked #4.

Phillips Wealth Planners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Phillips Wealth Planners held 7,254 shares of JPMorgan Chase worth $2.46M as of Q2 2026.
  • Phillips Wealth Planners bought 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
  • JPMorgan Chase made up 1.81% of Phillips Wealth Planners's portfolio in Q2 2026, its #4 holding.
  • Phillips Wealth Planners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.