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Stonebridge Financial Planning Group’s JPMorgan Chase JPM Stock Holding History

Stonebridge Financial Planning Group’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 		$686K Sell
2,095
-50
-2% -$15.5K 0.22% 113
2026
Q1 		$631K Sell
2,145
-100
-4% -$30.3K 0.23% 105
2025
Q4 		$723K Sell
2,245
-78
-3% -$24.1K 0.26% 102
2025
Q3 		$733K Buy
2,323
+36
+2% +$10.7K 0.28% 99
2025
Q2 		$663K Sell
2,287
-271
-11% -$69.2K 0.28% 97
2025
Q1 		$628K Buy
2,558
+1
+0% +$255 0.29% 92
2024
Q4 		$613K Buy
2,557
+577
+29% +$134K 0.27% 93
2024
Q3 		$418K Buy
1,980
+230
+13% +$48.4K 0.2% 113
2024
Q2 		$354K Buy
+1,750
New +$342K 0.18% 122
2022
Q1 		– Sell
-950
Closed -$139K – 246
2021
Q4 		$139K Hold
950
– – 0.07% 138
2021
Q3 		$162K Sell
950
-100
-10% -$15.7K 0.08% 137
2021
Q2 		$166K Hold
1,050
– – 0.09% 128
2021
Q1 		$164K Hold
1,050
– – 0.1% 121
2020
Q4 		$133K Hold
1,050
– – 0.08% 127
2020
Q3 		$107K Sell
1,050
-650
-38% -$63.8K 0.08% 129
2020
Q2 		$158K Sell
1,700
-98
-5% -$9.3K 0.13% 101
2020
Q1 		$170K Buy
1,798
+98
+6% +$11.9K 0.17% 87
2019
Q4 		$237K Buy
+1,700
New +$218K 0.21% 79

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

Stonebridge Financial Planning Group's JPM Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $15.5K and leaving 2,095 shares worth $686K. The position accounts for 0.22% of the portfolio, ranked #113.

Stonebridge Financial Planning Group first reported a position in JPM in Q4 2019 and has held it in 18 quarters since. The position peaked at $733K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stonebridge Financial Planning Group held 2,095 shares of JPMorgan Chase worth $686K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 50 JPMorgan Chase shares in Q2 2026, an estimated $15.5K.
  • JPMorgan Chase made up 0.22% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #113 holding.
  • Stonebridge Financial Planning Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 18 quarters since.
  • Stonebridge Financial Planning Group's JPMorgan Chase position peaked at $733K in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.