PlanVest Financial’s JPMorgan Chase JPM Stock Holding History

PlanVest Financial’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	$445K	Buy	1,359 +4	+0.3%	+$1.24K	0.3%	63
2026 Q1	$399K	Buy	+1,355	New	+$411K	0.3%	65

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PlanVest Financial's JPM Position: Q2 2026 in Review

PlanVest Financial increased its JPMorgan Chase (JPM) stake by 0.3% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,359 shares worth $445K. The position accounts for 0.3% of the portfolio, ranked #63.

PlanVest Financial first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PlanVest Financial held 1,359 shares of JPMorgan Chase worth $445K as of Q2 2026.
PlanVest Financial bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
JPMorgan Chase made up 0.3% of PlanVest Financial's portfolio in Q2 2026, its #63 holding.
PlanVest Financial first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.