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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
2020
Q4 		– Sell
-300
Closed -$2K – 86
2020
Q3 		$2K Buy
+300
New +$29.5K ﹤0.01% 75

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tempus Wealth Planning's JPM Position: Q1 2026 in Review

Tempus Wealth Planning increased its JPMorgan Chase (JPM) stake by 2.4% in Q1 2026, buying an estimated $81K and bringing the position to 11,565 shares worth $3.4M. The position accounts for 0.78% of the portfolio, ranked #27.

Tempus Wealth Planning first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.67M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tempus Wealth Planning held 11,565 shares of JPMorgan Chase worth $3.4M as of Q1 2026.
  • Tempus Wealth Planning bought 267 JPMorgan Chase shares in Q1 2026, an estimated $81K.
  • JPMorgan Chase made up 0.78% of Tempus Wealth Planning's portfolio in Q1 2026, its #27 holding.
  • Tempus Wealth Planning first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Tempus Wealth Planning's JPMorgan Chase position peaked at $3.67M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.