TWP
JPM icon

Tempus Wealth Planning’s JPMorgan Chase JPM Stock Holding History

Tempus Wealth 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 		$3.84M Buy
11,735
+170
+1% +$52.8K 0.75% 29
2026
Q1 		$3.4M Buy
11,565
+267
+2% +$81K 0.78% 27
2025
Q4 		$3.64M Sell
11,298
-325
-3% -$101K 0.83% 28
2025
Q3 		$3.67M Sell
11,623
-461
-4% -$137K 0.84% 29
2025
Q2 		$3.5M Buy
12,084
+623
+5% +$159K 0.87% 26
2025
Q1 		$2.81M Buy
11,461
+340
+3% +$86.7K 0.84% 27
2024
Q4 		$2.67M Buy
11,121
+592
+6% +$138K 0.81% 31
2024
Q3 		$2.22M Buy
10,529
+999
+10% +$210K 0.81% 29
2024
Q2 		$1.93M Buy
9,530
+428
+5% +$83.7K 0.81% 30
2024
Q1 		$1.82M Buy
9,102
+270
+3% +$48.7K 0.8% 29
2023
Q4 		$1.5M Sell
8,832
-228
-3% -$34.6K 0.66% 41
2023
Q3 		$1.31M Sell
9,060
-3,432
-27% -$514K 0.66% 33
2023
Q2 		$1.82M Sell
12,492
-312
-2% -$42.9K 0.82% 34
2023
Q1 		$1.67M Sell
12,804
-1,502
-10% -$206K 0.82% 25
2022
Q4 		$1.92M Sell
14,306
-1,798
-11% -$228K 1.17% 18
2022
Q3 		$1.68M Buy
16,104
+6,711
+71% +$770K 1.12% 20
2022
Q2 		$1.06M Hold
9,393
– – 0.87% 27
2022
Q1 		$1.28M Sell
9,393
-660
-7% -$97.4K 0.91% 28
2021
Q4 		$1.59M Buy
10,053
+393
+4% +$64.5K 0.86% 33
2021
Q3 		$1.58M Buy
9,660
+403
+4% +$63.2K 0.9% 28
2021
Q2 		$1.44M Buy
9,257
+4,822
+109% +$757K 0.96% 27
2021
Q1 		$675K Hold
4,435
– – 0.71% 37
2020
Q4 		$564K Sell
4,435
-75
-2% -$8.38K 0.73% 27
2020
Q3 		$434K Hold
4,510
– – 0.63% 30
2020
Q2 		$424K Sell
4,510
-500
-10% -$47.4K 0.63% 28
2020
Q1 		$451K Buy
5,010
+500
+11% +$60.7K 0.74% 26
2019
Q4 		$629K Buy
+4,510
New +$578K 0.55% 30

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

Tempus Wealth Planning's JPM Position: Q2 2026 in Review

Tempus Wealth Planning increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $52.8K and bringing the position to 11,735 shares worth $3.84M. The position accounts for 0.75% of the portfolio, ranked #29.

Tempus Wealth Planning first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tempus Wealth Planning held 11,735 shares of JPMorgan Chase worth $3.84M as of Q2 2026.
  • Tempus Wealth Planning bought 170 JPMorgan Chase shares in Q2 2026, an estimated $52.8K.
  • JPMorgan Chase made up 0.75% of Tempus Wealth Planning's portfolio in Q2 2026, its #29 holding.
  • Tempus Wealth Planning first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.