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Retirement Planning Group (Kansas)’s JPMorgan Chase JPM Stock Holding History

Retirement Planning Group (Kansas)’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 		$3.47M Buy
10,597
+534
+5% +$166K 0.09% 108
2026
Q1 		$2.96M Sell
10,063
-2,841
-22% -$862K 0.09% 98
2025
Q4 		$4.16M Buy
12,904
+170
+1% +$52.6K 0.14% 72
2025
Q3 		$4.02M Buy
12,734
+5,071
+66% +$1.51M 0.14% 67
2025
Q2 		$2.22M Buy
7,663
+606
+9% +$155K 0.09% 84
2025
Q1 		$1.73M Sell
7,057
-131
-2% -$33.4K 0.08% 91
2024
Q4 		$1.72M Buy
7,188
+344
+5% +$80.1K 0.09% 91
2024
Q3 		$1.44M Buy
6,844
+1,242
+22% +$262K 0.08% 104
2024
Q2 		$1.13M Hold
5,602
– – 0.07% 95
2024
Q1 		$1.12M Buy
5,602
+191
+4% +$34.5K 0.09% 89
2023
Q4 		$921K Sell
5,411
-42
-0.8% -$6.37K 0.08% 81
2023
Q3 		$791K Buy
5,453
+117
+2% +$17.5K 0.08% 68
2023
Q2 		$776K Buy
5,336
+218
+4% +$30K 0.08% 76
2023
Q1 		$667K Buy
5,118
+124
+2% +$17K 0.07% 73
2022
Q4 		$670K Buy
4,994
+26
+0.5% +$3.29K 0.08% 73
2022
Q3 		$519K Buy
4,968
+3,089
+164% +$354K 0.07% 81
2022
Q2 		$212K Buy
1,879
+141
+8% +$17.5K 0.03% 107
2022
Q1 		$237K Buy
1,738
+36
+2% +$5.31K 0.03% 97
2021
Q4 		$270K Buy
1,702
+316
+23% +$51.9K 0.03% 91
2021
Q3 		$227K Buy
1,386
+25
+2% +$3.92K 0.03% 82
2021
Q2 		$212K Sell
1,361
-26
-2% -$4.08K 0.02% 82
2021
Q1 		$211K Buy
+1,387
New +$200K 0.03% 60
2020
Q1 		– Sell
-1,910
Closed -$266K – 64
2019
Q4 		$266K Buy
+1,910
New +$245K 0.05% 65

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

Retirement Planning Group (Kansas)'s JPM Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, buying an estimated $166K and bringing the position to 10,597 shares worth $3.47M. The position accounts for 0.09% of the portfolio, ranked #108.

Retirement Planning Group (Kansas) first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.16M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Retirement Planning Group (Kansas) held 10,597 shares of JPMorgan Chase worth $3.47M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 534 JPMorgan Chase shares in Q2 2026, an estimated $166K.
  • JPMorgan Chase made up 0.09% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #108 holding.
  • Retirement Planning Group (Kansas) first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • Retirement Planning Group (Kansas)'s JPMorgan Chase position peaked at $4.16M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.