PA
JPM icon

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Planning Alternatives's JPM Position: Q1 2026 in Review

Planning Alternatives increased its JPMorgan Chase (JPM) stake by 33% in Q1 2026, buying an estimated $298K and bringing the position to 3,985 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #39.

Planning Alternatives first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. 5,062 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Planning Alternatives held 3,985 shares of JPMorgan Chase worth $1.17M as of Q1 2026.
  • Planning Alternatives bought 983 JPMorgan Chase shares in Q1 2026, an estimated $298K.
  • JPMorgan Chase made up 0.15% of Planning Alternatives's portfolio in Q1 2026, its #39 holding.
  • Planning Alternatives first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
  • 5,062 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.