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Strategic Planning Group’s JPMorgan Chase JPM Stock Holding History

Strategic 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 		$14M Buy
42,895
+1,644
+4% +$511K 1.53% 27
2026
Q1 		$12.1M Buy
41,251
+56
+0.1% +$17K 1.7% 21
2025
Q4 		$13.3M Buy
41,195
+2,027
+5% +$628K 1.71% 17
2025
Q3 		$12.4M Buy
39,168
+8,170
+26% +$2.43M 1.67% 16
2025
Q2 		$8.99M Buy
30,998
+1,400
+5% +$357K 1.46% 19
2025
Q1 		$7.26M Sell
29,598
-647
-2% -$165K 1.42% 22
2024
Q4 		$7.25M Buy
30,245
+814
+3% +$190K 1.33% 22
2024
Q3 		$6.21M Buy
29,431
+1,323
+5% +$279K 1.22% 26
2024
Q2 		$5.69M Buy
28,108
+3,754
+15% +$734K 1.24% 24
2024
Q1 		$4.88M Buy
24,354
+3,233
+15% +$583K 1.22% 19
2023
Q4 		$3.59M Buy
+21,121
New +$3.2M 1.19% 19

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Strategic Planning Group's JPM Position: Q2 2026 in Review

Strategic Planning Group increased its JPMorgan Chase (JPM) stake by 4% in Q2 2026, buying an estimated $511K and bringing the position to 42,895 shares worth $14M. The position accounts for 1.53% of the portfolio, ranked #27.

Strategic Planning Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,159 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Strategic Planning Group held 42,895 shares of JPMorgan Chase worth $14M as of Q2 2026.
  • Strategic Planning Group bought 1,644 JPMorgan Chase shares in Q2 2026, an estimated $511K.
  • JPMorgan Chase made up 1.53% of Strategic Planning Group's portfolio in Q2 2026, its #27 holding.
  • Strategic Planning Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 1,159 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.