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Sequent Planning’s JPMorgan Chase JPM Stock Holding History

Sequent Planning’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 		$296K Buy
904
+121
+15% +$37.6K 0.06% 220
2026
Q1 		$230K Sell
783
-29
-4% -$8.8K 0.06% 221
2025
Q4 		$262K Buy
812
+136
+20% +$42.1K 0.07% 187
2025
Q3 		$213K Sell
676
-145
-18% -$43.1K 0.06% 195
2025
Q2 		$238K Buy
+821
New +$210K 0.08% 144

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

Sequent Planning's JPM Position: Q2 2026 in Review

Sequent Planning increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $37.6K and bringing the position to 904 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #220.

Sequent Planning first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sequent Planning held 904 shares of JPMorgan Chase worth $296K as of Q2 2026.
  • Sequent Planning bought 121 JPMorgan Chase shares in Q2 2026, an estimated $37.6K.
  • JPMorgan Chase made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #220 holding.
  • Sequent Planning first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.