Platform Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Platform Wealth Management's JPM Position: Q2 2026 in Review
Platform Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 8,613 shares worth $2.82M. The stake represents 1.03% of the portfolio and ranks #24 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in JPM as recently as Q4 2025.
Platform Wealth Management first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.21M in Q4 2025. 5,123 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Platform Wealth Management held 8,613 shares of JPMorgan Chase worth $2.82M as of Q2 2026.
- JPMorgan Chase was a new Platform Wealth Management position in Q2 2026.
- JPMorgan Chase made up 1.03% of Platform Wealth Management's portfolio in Q2 2026, its #24 holding.
- Platform Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
- Platform Wealth Management's JPMorgan Chase position peaked at $5.21M in Q4 2025.
- 5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.