Planning Strategies’s JPMorgan Chase JPM Stock Holding History

Planning Strategies’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	$262K	Buy	+800	New	+$248K	0.16%	57

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Planning Strategies's JPM Position: Q2 2026 in Review

Planning Strategies opened a new position in JPMorgan Chase (JPM) in Q2 2026: 800 shares worth $262K. The stake represents 0.16% of the portfolio and ranks #57 among its holdings.

4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Planning Strategies held 800 shares of JPMorgan Chase worth $262K as of Q2 2026.
JPMorgan Chase was a new Planning Strategies position in Q2 2026.
JPMorgan Chase made up 0.16% of Planning Strategies's portfolio in Q2 2026, its #57 holding.
4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.