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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Directions's JPM Position: Q1 2026 in Review

Planning Directions increased its JPMorgan Chase (JPM) stake by 0.43% in Q1 2026, buying an estimated $910 and bringing the position to 708 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #101.

Planning Directions first reported a position in JPM in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2020. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Planning Directions held 708 shares of JPMorgan Chase worth $208K as of Q1 2026.
  • Planning Directions bought 3 JPMorgan Chase shares in Q1 2026, an estimated $910.
  • JPMorgan Chase made up 0.11% of Planning Directions's portfolio in Q1 2026, its #101 holding.
  • Planning Directions first reported a position in JPMorgan Chase in Q1 2020 and has held it in 6 quarters since.
  • Planning Directions's JPMorgan Chase position peaked at $1.02M in Q1 2020.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.