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Planned Solutions’s JPMorgan Chase JPM Stock Holding History

Planned Solutions’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 		$931K Buy
2,843
+110
+4% +$34.2K 0.27% 47
2026
Q1 		$804K Hold
2,733
– – 0.26% 45
2025
Q4 		$881K Buy
2,733
+390
+17% +$121K 0.28% 41
2025
Q3 		$739K Sell
2,343
-14
-0.6% -$4.16K 0.25% 48
2025
Q2 		$683K Buy
2,357
+14
+0.6% +$3.57K 0.26% 47
2025
Q1 		$575K Hold
2,343
– – 0.23% 55
2024
Q4 		$562K Hold
2,343
– – 0.23% 52
2024
Q3 		$494K Hold
2,343
– – 0.2% 50
2024
Q2 		$474K Hold
2,343
– – 0.23% 49
2024
Q1 		$469K Hold
2,343
– – 0.23% 47
2023
Q4 		$399K Hold
2,343
– – 0.19% 54
2023
Q3 		$340K Sell
2,343
-30
-1% -$4.5K 0.2% 53
2023
Q2 		$345K Hold
2,373
– – 0.2% 49
2023
Q1 		$309K Buy
2,373
+15
+0.6% +$2.06K 0.2% 53
2022
Q4 		$316K Buy
2,358
+156
+7% +$19.8K 0.23% 45
2022
Q3 		$230K Hold
2,202
– – 0.19% 56
2022
Q2 		$248K Buy
2,202
+144
+7% +$17.8K 0.23% 49
2022
Q1 		$281K Buy
2,058
+170
+9% +$25.1K 0.2% 57
2021
Q4 		$299K Buy
+1,888
New +$310K 0.2% 58
2021
Q2 		$294K Hold
1,888
– – 0.2% 51
2021
Q1 		$287K Buy
1,888
+860
+84% +$124K 0.22% 48
2020
Q4 		$131K Buy
1,028
+178
+21% +$19.9K 0.1% 79
2020
Q3 		$82K Buy
+850
New +$83.5K 0.08% 96

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Planned Solutions's JPM Position: Q2 2026 in Review

Planned Solutions increased its JPMorgan Chase (JPM) stake by 4% in Q2 2026, buying an estimated $34.2K and bringing the position to 2,843 shares worth $931K. The position accounts for 0.27% of the portfolio, ranked #47.

Planned Solutions first reported a position in JPM in Q3 2020 and has held it in 23 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Planned Solutions held 2,843 shares of JPMorgan Chase worth $931K as of Q2 2026.
  • Planned Solutions bought 110 JPMorgan Chase shares in Q2 2026, an estimated $34.2K.
  • JPMorgan Chase made up 0.27% of Planned Solutions's portfolio in Q2 2026, its #47 holding.
  • Planned Solutions first reported a position in JPMorgan Chase in Q3 2020 and has held it in 23 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.