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 Q3	$679K	Sell	2,051 -115	-5%	-$40.2K	0.24%	59
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Plan A Wealth's JPM Position: Q3 2026 in Review

Plan A Wealth reduced its JPMorgan Chase (JPM) stake by 5.3% in Q3 2026, selling an estimated $40.2K and leaving 2,051 shares worth $679K. The position accounts for 0.24% of the portfolio, ranked #59.

Plan A Wealth first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Plan A Wealth held 2,051 shares of JPMorgan Chase worth $679K as of Q3 2026.
Plan A Wealth sold 115 JPMorgan Chase shares in Q3 2026, an estimated $40.2K.
JPMorgan Chase made up 0.24% of Plan A Wealth's portfolio in Q3 2026, its #59 holding.
Plan A Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's JPMorgan Chase position peaked at $1.09M in Q2 2025.
283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.