Strategic Planning Inc’s JPMorgan Chase JPM Stock Holding History

Strategic Planning Inc’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
2025 Q2	–	Sell	-17,204	Closed	-$4.22M	–	53
2025 Q1	$4.22M	Buy	+17,204	New	+$4.39M	2.38%	17

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Planning Inc's JPM Position: Q2 2025 in Review

Strategic Planning Inc sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 17,204 shares — an estimated $4.22M sold.

Strategic Planning Inc first reported a position in JPM in Q1 2025 and held it in 1 quarter. The position peaked at $4.22M in Q1 2025. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Strategic Planning Inc reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Strategic Planning Inc sold 17,204 JPMorgan Chase shares in Q2 2025, an estimated $4.22M.
Strategic Planning Inc first reported a position in JPMorgan Chase in Q1 2025 and held it in 1 quarter.
Strategic Planning Inc's JPMorgan Chase position peaked at $4.22M in Q1 2025.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Strategic Planning Inc's 13F filing for Q2 2025, filed 20 Oct 2025.