Plan Group Financial’s JPMorgan Chase JPM Stock Holding History

Plan Group Financial’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	$11.6M	Buy	39,302 +328	+0.8%	+$99.5K	2.71%	4
2025 Q4	$12.6M	Buy	38,974 +32,656	+517%	+$10.1M	3.26%	5
2025 Q3	$1.99M	Buy	6,318 +941	+18%	+$280K	0.54%	67
2025 Q2	$1.56M	Buy	5,377 +470	+10%	+$120K	0.51%	67
2025 Q1	$1.2M	Buy	4,907 +2,960	+152%	+$755K	0.43%	61
2024 Q4	$467K	Buy	1,947 +74	+4%	+$17.2K	0.25%	70
2024 Q3	$395K	Buy	1,873 +836	+81%	+$176K	0.21%	74
2024 Q2	$210K	Buy	+1,037	New	+$203K	0.13%	89
2023 Q3	–	Sell	-3,600	Closed	-$527K	–	86
2023 Q2	$527K	Buy	+3,600	New	+$495K	0.44%	35

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

Plan Group Financial's JPM Position: Q1 2026 in Review

Plan Group Financial increased its JPMorgan Chase (JPM) stake by 0.84% in Q1 2026, buying an estimated $99.5K and bringing the position to 39,302 shares worth $11.6M. The position accounts for 2.71% of the portfolio, ranked #4.

Plan Group Financial first reported a position in JPM in Q2 2023 and has held it in 9 quarters since. The position peaked at $12.6M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Plan Group Financial held 39,302 shares of JPMorgan Chase worth $11.6M as of Q1 2026.
Plan Group Financial bought 328 JPMorgan Chase shares in Q1 2026, an estimated $99.5K.
JPMorgan Chase made up 2.71% of Plan Group Financial's portfolio in Q1 2026, its #4 holding.
Plan Group Financial first reported a position in JPMorgan Chase in Q2 2023 and has held it in 9 quarters since.
Plan Group Financial's JPMorgan Chase position peaked at $12.6M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.