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Prepared Retirement Institute’s JPMorgan Chase JPM Stock Holding History

Prepared Retirement Institute’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 		$542K Buy
1,655
+9
+0.5% +$2.79K 0.23% 49
2026
Q1 		$484K Sell
1,646
-300
-15% -$91K 0.24% 51
2025
Q4 		$627K Buy
1,946
+68
+4% +$21.1K 0.32% 38
2025
Q3 		$592K Buy
1,878
+57
+3% +$17K 0.31% 41
2025
Q2 		$528K Buy
1,821
+326
+22% +$83.2K 0.31% 41
2025
Q1 		$367K Sell
1,495
-409
-21% -$104K 0.23% 48
2024
Q4 		$457K Buy
1,904
+315
+20% +$73.4K 0.26% 38
2024
Q3 		$335K Sell
1,589
-43
-3% -$9.06K 0.2% 50
2024
Q2 		$330K Sell
1,632
-159
-9% -$31.1K 0.22% 51
2024
Q1 		$359K Sell
1,791
-2,024
-53% -$365K 0.27% 41
2023
Q4 		$649K Buy
+3,815
New +$578K 0.49% 29

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Prepared Retirement Institute's JPM Position: Q2 2026 in Review

Prepared Retirement Institute increased its JPMorgan Chase (JPM) stake by 0.55% in Q2 2026, buying an estimated $2.79K and bringing the position to 1,655 shares worth $542K. The position accounts for 0.23% of the portfolio, ranked #49.

Prepared Retirement Institute first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $649K in Q4 2023. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prepared Retirement Institute held 1,655 shares of JPMorgan Chase worth $542K as of Q2 2026.
  • Prepared Retirement Institute bought 9 JPMorgan Chase shares in Q2 2026, an estimated $2.79K.
  • JPMorgan Chase made up 0.23% of Prepared Retirement Institute's portfolio in Q2 2026, its #49 holding.
  • Prepared Retirement Institute first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Prepared Retirement Institute's JPMorgan Chase position peaked at $649K in Q4 2023.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.