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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
2023
Q1 		– Sell
-100
Closed -$13.4K – 232
2022
Q4 		$13.4K Buy
+100
New +$12.7K 0.01% 228

Other funds holding JPM

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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. 4,169 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.
  • 4,169 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.