Plante Moran Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.38M | Sell |
7,276
-1,689
| -19% | -$525K | 0.11% | 23 |
|
|
2026
Q1 | $2.64M | Sell |
8,965
-786
| -8% | -$239K | 0.17% | 19 |
|
|
2025
Q4 | $3.14M | Sell |
9,751
-683
| -7% | -$211K | 0.2% | 20 |
|
|
2025
Q3 | $3.29M | Sell |
10,434
-2,201
| -17% | -$655K | 0.21% | 19 |
|
|
2025
Q2 | $3.66M | Sell |
12,635
-180
| -1% | -$45.9K | 0.26% | 17 |
|
|
2025
Q1 | $3.14M | Sell |
12,815
-941
| -7% | -$240K | 0.27% | 18 |
|
|
2024
Q4 | $3.3M | Sell |
13,756
-9,577
| -41% | -$2.23M | 0.27% | 20 |
|
|
2024
Q3 | $4.92M | Buy |
23,333
+8,129
| +53% | +$1.71M | 0.42% | 14 |
|
|
2024
Q2 | $3.08M | Buy |
15,204
+475
| +3% | +$92.9K | 0.31% | 21 |
|
|
2024
Q1 | $2.95M | Sell |
14,729
-2,311
| -14% | -$417K | 0.32% | 20 |
|
|
2023
Q4 | $2.9M | Buy |
17,040
+1,624
| +11% | +$246K | 0.3% | 23 |
|
|
2023
Q3 | $2.24M | Sell |
15,416
-368
| -2% | -$55.2K | 0.27% | 26 |
|
|
2023
Q2 | $2.3M | Buy |
15,784
+4,911
| +45% | +$675K | 0.27% | 24 |
|
|
2023
Q1 | $1.42M | Buy |
10,873
+395
| +4% | +$54.1K | 0.19% | 34 |
|
|
2022
Q4 | $1.41M | Sell |
10,478
-694
| -6% | -$87.9K | 0.2% | 36 |
|
|
2022
Q3 | $1.17M | Sell |
11,172
-590
| -5% | -$67.7K | 0.2% | 36 |
|
|
2022
Q2 | $1.32M | Sell |
11,762
-551
| -4% | -$68.3K | 0.22% | 38 |
|
|
2022
Q1 | $1.68M | Sell |
12,313
-615
| -5% | -$90.8K | 0.31% | 32 |
|
|
2021
Q4 | $2.05M | Sell |
12,928
-171
| -1% | -$28.1K | 0.33% | 27 |
|
|
2021
Q3 | $2.14M | Buy |
13,099
+2,142
| +20% | +$336K | 0.48% | 21 |
|
|
2021
Q2 | $1.7M | Sell |
10,957
-2,771
| -20% | -$435K | 0.41% | 24 |
|
|
2021
Q1 | $2.09M | Buy |
13,728
+3,684
| +37% | +$530K | 0.57% | 21 |
|
|
2020
Q4 | $1.28M | Buy |
10,044
+144
| +1% | +$16.1K | 0.39% | 34 |
|
|
2020
Q3 | $953K | Buy |
9,900
+214
| +2% | +$21K | 0.33% | 43 |
|
|
2020
Q2 | $911K | Sell |
9,686
-1,883
| -16% | -$179K | 0.36% | 41 |
|
|
2020
Q1 | $1.04M | Buy |
11,569
+794
| +7% | +$96.5K | 0.48% | 30 |
|
|
2019
Q4 | $1.5M | Sell |
10,775
-1,163
| -10% | -$149K | 0.52% | 25 |
|
|
2019
Q3 | $1.41M | Buy |
11,938
+992
| +9% | +$112K | 0.41% | 36 |
|
|
2019
Q2 | $1.22M | Buy |
10,946
+764
| +8% | +$84.2K | 0.38% | 37 |
|
|
2019
Q1 | $1.03M | Sell |
10,182
-4,122
| -29% | -$425K | 0.32% | 45 |
|
|
2018
Q4 | $1.4M | Buy |
14,304
+9
| +0.1% | +$959 | 0.49% | 28 |
|
|
2018
Q3 | $1.61M | Sell |
14,295
-507
| -3% | -$57.6K | 0.52% | 24 |
|
|
2018
Q2 | $1.54M | Sell |
14,802
-1,285
| -8% | -$141K | 0.78% | 21 |
|
|
2018
Q1 | $1.77M | Buy |
16,087
+4,223
| +36% | +$478K | 0.96% | 18 |
|
|
2017
Q4 | $1.27M | Buy |
11,864
+734
| +7% | +$74.3K | 0.7% | 24 |
|
|
2017
Q3 | $1.06M | Hold |
11,130
| – | – | 0.63% | 29 |
|
|
2017
Q2 | $1.02M | Buy |
11,130
+370
| +3% | +$31.9K | 0.64% | 32 |
|
|
2017
Q1 | $945K | Sell |
10,760
-1,826
| -15% | -$161K | 0.57% | 37 |
|
|
2016
Q4 | $1.09M | Buy |
12,586
+2,371
| +23% | +$181K | 0.68% | 30 |
|
|
2016
Q3 | $680K | Buy |
10,215
+7
| +0.1% | +$456 | 0.46% | 45 |
|
|
2016
Q2 | $634K | Sell |
10,208
-4,275
| -30% | -$267K | 0.46% | 41 |
|
|
2016
Q1 | $858K | Sell |
14,483
-438
| -3% | -$25.6K | 0.66% | 34 |
|
|
2015
Q4 | $985K | Buy |
14,921
+46
| +0.3% | +$3K | 0.74% | 30 |
|
|
2015
Q3 | $907K | Buy |
14,875
+572
| +4% | +$37.5K | 0.71% | 32 |
|
|
2015
Q2 | $969K | Buy |
14,303
+705
| +5% | +$46K | 0.69% | 33 |
|
|
2015
Q1 | $824K | Sell |
13,598
-427
| -3% | -$25.3K | 0.57% | 40 |
|
|
2014
Q4 | $878K | Buy |
14,025
+123
| +0.9% | +$7.4K | 0.65% | 30 |
|
|
2014
Q3 | $837K | Buy |
13,902
+1,854
| +15% | +$108K | 0.73% | 30 |
|
|
2014
Q2 | $694K | Buy |
12,048
+2,050
| +21% | +$115K | 0.62% | 38 |
|
|
2014
Q1 | $607K | Sell |
9,998
-6,922
| -41% | -$400K | 0.66% | 37 |
|
|
2013
Q4 | $989K | Buy |
16,920
+6,439
| +61% | +$353K | 0.56% | 27 |
|
|
2013
Q3 | $542K | Buy |
10,481
+1,051
| +11% | +$56.4K | 0.33% | 43 |
|
|
2013
Q2 | $498K | Buy |
+9,430
| New | +$479K | 0.37% | 37 |
|
Other funds holding JPM
Plante Moran Financial Advisors's JPM Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its JPMorgan Chase (JPM) stake by 19% in Q2 2026, selling an estimated $525K and leaving 7,276 shares worth $2.38M. The position accounts for 0.11% of the portfolio, ranked #23.
Plante Moran Financial Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.92M in Q3 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Plante Moran Financial Advisors held 7,276 shares of JPMorgan Chase worth $2.38M as of Q2 2026.
- Plante Moran Financial Advisors sold 1,689 JPMorgan Chase shares in Q2 2026, an estimated $525K.
- JPMorgan Chase made up 0.11% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #23 holding.
- Plante Moran Financial Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's JPMorgan Chase position peaked at $4.92M in Q3 2024.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.