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Planning Alternatives’s JPMorgan Chase JPM Stock Holding History

Planning Alternatives’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 		$1.39M Buy
4,236
+251
+6% +$77.9K 0.15% 40
2026
Q1 		$1.17M Buy
3,985
+983
+33% +$298K 0.15% 39
2025
Q4 		$967K Buy
3,002
+134
+5% +$41.5K 0.12% 43
2025
Q3 		$905K Buy
2,868
+317
+12% +$94.3K 0.12% 39
2025
Q2 		$740K Buy
2,551
+1,575
+161% +$402K 0.1% 39
2025
Q1 		$239K Hold
976
– – 0.04% 74
2024
Q4 		$234K Hold
976
– – 0.04% 57
2024
Q3 		$206K Sell
976
-33
-3% -$6.95K 0.03% 58
2024
Q2 		$204K Buy
+1,009
New +$197K 0.03% 57
2024
Q1 		– Sell
-1,276
Closed -$217K – 50
2023
Q4 		$217K Buy
+1,276
New +$193K 0.04% 46

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Planning Alternatives's JPM Position: Q2 2026 in Review

Planning Alternatives increased its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, buying an estimated $77.9K and bringing the position to 4,236 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #40.

Planning Alternatives first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Planning Alternatives held 4,236 shares of JPMorgan Chase worth $1.39M as of Q2 2026.
  • Planning Alternatives bought 251 JPMorgan Chase shares in Q2 2026, an estimated $77.9K.
  • JPMorgan Chase made up 0.15% of Planning Alternatives's portfolio in Q2 2026, its #40 holding.
  • Planning Alternatives first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.