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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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. 5,155 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.
5,155 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.