Plan Group Financial
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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
Q3 		$1.21M Sell
3,601
-33,982
-90% -$11.9M 0.24% 81
2026
Q2 		$12.3M Sell
37,583
-1,719
-4% -$534K 2.53% 6
2026
Q1 		$11.6M Buy
39,302
+328
+0.8% +$100K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Plan Group Financial's JPM Position: Q3 2026 in Review

Plan Group Financial reduced its JPMorgan Chase (JPM) stake by 90% in Q3 2026, selling an estimated $11.9M and leaving 3,601 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #81.

Plan Group Financial first reported a position in JPM in Q2 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q4 2025. 1,882 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Plan Group Financial held 3,601 shares of JPMorgan Chase worth $1.21M as of Q3 2026.
  • Plan Group Financial sold 33,982 JPMorgan Chase shares in Q3 2026, an estimated $11.9M.
  • JPMorgan Chase made up 0.24% of Plan Group Financial's portfolio in Q3 2026, its #81 holding.
  • Plan Group Financial first reported a position in JPMorgan Chase in Q2 2023 and has held it in 11 quarters since.
  • Plan Group Financial's JPMorgan Chase position peaked at $12.6M in Q4 2025.
  • 1,882 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.