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

Retirement Planning Group (New York)’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
Q1 		$650K Sell
2,211
-59
-3% -$17.9K 0.42% 44
2025
Q4 		$732K Buy
2,270
+4
+0.2% +$1.24K 0.5% 38
2025
Q3 		$715K Buy
2,266
+8
+0.4% +$2.38K 0.53% 36
2025
Q2 		$655K Buy
2,258
+331
+17% +$84.5K 0.58% 35
2025
Q1 		$473K Buy
1,927
+847
+78% +$216K 0.48% 42
2024
Q4 		$259K Buy
+1,080
New +$252K 0.29% 53

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Retirement Planning Group (New York)'s JPM Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, selling an estimated $17.9K and leaving 2,211 shares worth $650K. The position accounts for 0.42% of the portfolio, ranked #44.

Retirement Planning Group (New York) first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $732K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Retirement Planning Group (New York) held 2,211 shares of JPMorgan Chase worth $650K as of Q1 2026.
  • Retirement Planning Group (New York) sold 59 JPMorgan Chase shares in Q1 2026, an estimated $17.9K.
  • JPMorgan Chase made up 0.42% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #44 holding.
  • Retirement Planning Group (New York) first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Retirement Planning Group (New York)'s JPMorgan Chase position peaked at $732K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.