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Plan A Wealth’s JPMorgan Chase JPM Stock Holding History

Plan A Wealth’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 		$709K Sell
2,166
-339
-14% -$105K 0.3% 51
2026
Q1 		$737K Sell
2,505
-72
-3% -$21.9K 0.35% 39
2025
Q4 		$830K Sell
2,577
-734
-22% -$227K 0.41% 28
2025
Q3 		$1.04M Sell
3,311
-432
-12% -$128K 0.53% 22
2025
Q2 		$1.09M Sell
3,743
-57
-2% -$14.5K 0.62% 23
2025
Q1 		$932K Buy
3,800
+11
+0.3% +$2.8K 0.72% 33
2024
Q4 		$908K Buy
+3,789
New +$883K 0.83% 31

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

Plan A Wealth's JPM Position: Q2 2026 in Review

Plan A Wealth reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2026, selling an estimated $105K and leaving 2,166 shares worth $709K. The position accounts for 0.3% of the portfolio, ranked #51.

Plan A Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Plan A Wealth held 2,166 shares of JPMorgan Chase worth $709K as of Q2 2026.
  • Plan A Wealth sold 339 JPMorgan Chase shares in Q2 2026, an estimated $105K.
  • JPMorgan Chase made up 0.3% of Plan A Wealth's portfolio in Q2 2026, its #51 holding.
  • Plan A Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's JPMorgan Chase position peaked at $1.09M in Q2 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.