Prism Planning Partners
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Prism Planning Partners’s JPMorgan Chase JPM Stock Holding History

Prism Planning Partners’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
Q3 		$364K Buy
1,099
+55
+5% +$19.2K 0.35% 23
2026
Q2 		$342K Hold
1,044
– – 0.36% 25
2026
Q1 		$307K Sell
1,044
-615
-37% -$187K 0.36% 25
2025
Q4 		$535K Buy
+1,659
New +$514K 0.6% 22

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Prism Planning Partners's JPM Position: Q3 2026 in Review

Prism Planning Partners increased its JPMorgan Chase (JPM) stake by 5.3% in Q3 2026, buying an estimated $19.2K and bringing the position to 1,099 shares worth $364K. The position accounts for 0.35% of the portfolio, ranked #23.

Prism Planning Partners first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $535K in Q4 2025. 2,441 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Prism Planning Partners held 1,099 shares of JPMorgan Chase worth $364K as of Q3 2026.
  • Prism Planning Partners bought 55 JPMorgan Chase shares in Q3 2026, an estimated $19.2K.
  • JPMorgan Chase made up 0.35% of Prism Planning Partners's portfolio in Q3 2026, its #23 holding.
  • Prism Planning Partners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Prism Planning Partners's JPMorgan Chase position peaked at $535K in Q4 2025.
  • 2,441 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.