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 Q2	$12.3M	Sell	37,583 -1,719	-4%	-$534K	2.53%	6
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Plan Group Financial's JPM Position: Q2 2026 in Review

Plan Group Financial reduced its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, selling an estimated $534K and leaving 37,583 shares worth $12.3M. The position accounts for 2.53% of the portfolio, ranked #6.

Plan Group Financial first reported a position in JPM in Q2 2023 and has held it in 10 quarters since. The position peaked at $12.6M in Q4 2025. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Plan Group Financial held 37,583 shares of JPMorgan Chase worth $12.3M as of Q2 2026.
Plan Group Financial sold 1,719 JPMorgan Chase shares in Q2 2026, an estimated $534K.
JPMorgan Chase made up 2.53% of Plan Group Financial's portfolio in Q2 2026, its #6 holding.
Plan Group Financial first reported a position in JPMorgan Chase in Q2 2023 and has held it in 10 quarters since.
Plan Group Financial's JPMorgan Chase position peaked at $12.6M in Q4 2025.
5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.