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Planning Center Inc’s JPMorgan Chase JPM Stock Holding History

Planning Center Inc’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 		$1.38M Buy
4,214
+123
+3% +$38.2K 0.13% 31
2026
Q1 		$1.2M Buy
4,091
+408
+11% +$124K 0.12% 29
2025
Q4 		$1.19M Buy
3,683
+5
+0.1% +$1.55K 0.12% 31
2025
Q3 		$1.16M Buy
3,678
+4
+0.1% +$1.19K 0.12% 30
2025
Q2 		$1.07M Sell
3,674
-946
-20% -$241K 0.12% 31
2025
Q1 		$1.13M Sell
4,620
-11
-0.2% -$2.8K 0.13% 28
2024
Q4 		$1.11M Sell
4,631
-232
-5% -$54K 0.14% 28
2024
Q3 		$1.03M Buy
4,863
+210
+5% +$44.2K 0.13% 31
2024
Q2 		$941K Buy
4,653
+11
+0.2% +$2.15K 0.12% 31
2024
Q1 		$930K Buy
4,642
+144
+3% +$26K 0.2% 28
2023
Q4 		$765K Buy
4,498
+14
+0.3% +$2.12K 0.18% 30
2023
Q3 		$650K Sell
4,484
-100
-2% -$15K 0.17% 31
2023
Q2 		$667K Buy
4,584
+108
+2% +$14.9K 0.17% 31
2023
Q1 		$577K Buy
4,476
+13
+0.3% +$1.78K 0.16% 29
2022
Q4 		$599K Buy
4,463
+14
+0.3% +$1.77K 0.18% 30
2022
Q3 		$454K Buy
4,449
+1
+0% +$115 0.36% 19
2022
Q2 		$498K Buy
4,448
+34
+0.8% +$4.21K 0.39% 20
2022
Q1 		$602K Sell
4,414
-21
-0.5% -$3.1K 1.73% 13
2021
Q4 		$665K Buy
+4,435
New +$728K 0.53% 18

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Planning Center Inc's JPM Position: Q2 2026 in Review

Planning Center Inc increased its JPMorgan Chase (JPM) stake by 3% in Q2 2026, buying an estimated $38.2K and bringing the position to 4,214 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #31.

Planning Center Inc first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Planning Center Inc held 4,214 shares of JPMorgan Chase worth $1.38M as of Q2 2026.
  • Planning Center Inc bought 123 JPMorgan Chase shares in Q2 2026, an estimated $38.2K.
  • JPMorgan Chase made up 0.13% of Planning Center Inc's portfolio in Q2 2026, its #31 holding.
  • Planning Center Inc first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.