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Planning Directions’s JPMorgan Chase JPM Stock Holding History

Planning Directions’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 		$233K Buy
712
+4
+0.6% +$1.24K 0.11% 96
2026
Q1 		$208K Buy
708
+3
+0.4% +$910 0.11% 101
2025
Q4 		$227K Buy
705
+4
+0.6% +$1.24K 0.11% 93
2025
Q3 		$221K Buy
701
+3
+0.4% +$892 0.12% 88
2025
Q2 		$202K Sell
698
-862
-55% -$220K 0.11% 85
2025
Q1 		$383K Buy
+1,560
New +$398K 0.16% 77
2020
Q2 		– Sell
-11,366
Closed -$1.02M – 82
2020
Q1 		$1.02M Buy
+11,366
New +$1.38M 1.44% 19

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 $3.37T AUM 44.26% 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 Directions's JPM Position: Q2 2026 in Review

Planning Directions increased its JPMorgan Chase (JPM) stake by 0.56% in Q2 2026, buying an estimated $1.24K and bringing the position to 712 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #96.

Planning Directions first reported a position in JPM in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2020. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Planning Directions held 712 shares of JPMorgan Chase worth $233K as of Q2 2026.
  • Planning Directions bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.11% of Planning Directions's portfolio in Q2 2026, its #96 holding.
  • Planning Directions first reported a position in JPMorgan Chase in Q1 2020 and has held it in 7 quarters since.
  • Planning Directions's JPMorgan Chase position peaked at $1.02M in Q1 2020.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.