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Retirement Planning Company of New England’s JPMorgan Chase JPM Stock Holding History

Retirement Planning Company of New England’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 		$1.47M Sell
4,493
-280
-6% -$87K 0.53% 46
2026
Q1 		$1.4M Buy
4,773
+16
+0.3% +$4.86K 0.57% 46
2025
Q4 		$1.53M Sell
4,757
-42
-0.9% -$13K 0.61% 39
2025
Q3 		$1.51M Buy
4,799
+91
+2% +$27.1K 0.61% 41
2025
Q2 		$1.36M Buy
4,708
+54
+1% +$13.8K 0.61% 40
2025
Q1 		$1.14M Buy
4,654
+54
+1% +$13.8K 0.57% 44
2024
Q4 		$1.1M Buy
4,600
+251
+6% +$58.5K 0.53% 48
2024
Q3 		$917K Buy
4,349
+86
+2% +$18.1K 0.46% 64
2024
Q2 		$862K Sell
4,263
-162
-4% -$31.7K 0.47% 61
2024
Q1 		$886K Sell
4,425
-7,486
-63% -$1.35M 0.49% 63
2023
Q4 		$2.03M Buy
11,911
+294
+3% +$44.6K 0.91% 25
2023
Q3 		$1.68M Buy
11,617
+6,687
+136% +$1M 0.94% 26
2023
Q2 		$717K Buy
4,930
+32
+0.7% +$4.4K 0.41% 79
2023
Q1 		$638K Buy
4,898
+28
+0.6% +$3.84K 0.39% 85
2022
Q4 		$653K Buy
4,870
+208
+4% +$26.4K 0.43% 78
2022
Q3 		$487K Buy
4,662
+354
+8% +$40.6K 0.35% 95
2022
Q2 		$485K Buy
4,308
+277
+7% +$34.3K 0.33% 103
2022
Q1 		$549K Buy
4,031
+160
+4% +$23.6K 0.31% 103
2021
Q4 		$612K Buy
+3,871
New +$636K 0.3% 93

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Retirement Planning Company of New England's JPM Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its JPMorgan Chase (JPM) stake by 5.9% in Q2 2026, selling an estimated $87K and leaving 4,493 shares worth $1.47M. The position accounts for 0.53% of the portfolio, ranked #46.

Retirement Planning Company of New England first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.03M in Q4 2023. 3,857 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Retirement Planning Company of New England held 4,493 shares of JPMorgan Chase worth $1.47M as of Q2 2026.
  • Retirement Planning Company of New England sold 280 JPMorgan Chase shares in Q2 2026, an estimated $87K.
  • JPMorgan Chase made up 0.53% of Retirement Planning Company of New England's portfolio in Q2 2026, its #46 holding.
  • Retirement Planning Company of New England first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's JPMorgan Chase position peaked at $2.03M in Q4 2023.
  • 3,857 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.