Spectrum Planning & Advisory Services’s JPMorgan Chase JPM Stock Holding History

Spectrum Planning & Advisory Services’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	$258K	Sell	789 -401	-34%	-$125K	0.12%	98
2026 Q1	$350K	Buy	1,190 +121	+11%	+$36.7K	0.17%	77
2025 Q4	$344K	Buy	1,069 +9	+0.8%	+$2.79K	0.18%	85
2025 Q3	$334K	Buy	1,060 +30	+3%	+$8.92K	0.19%	84
2025 Q2	$299K	Buy	+1,030	New	+$263K	0.19%	81

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Spectrum Planning & Advisory Services's JPM Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its JPMorgan Chase (JPM) stake by 34% in Q2 2026, selling an estimated $125K and leaving 789 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #98.

Spectrum Planning & Advisory Services first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $350K in Q1 2026. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Spectrum Planning & Advisory Services held 789 shares of JPMorgan Chase worth $258K as of Q2 2026.
Spectrum Planning & Advisory Services sold 401 JPMorgan Chase shares in Q2 2026, an estimated $125K.
JPMorgan Chase made up 0.12% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #98 holding.
Spectrum Planning & Advisory Services first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
Spectrum Planning & Advisory Services's JPMorgan Chase position peaked at $350K in Q1 2026.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.