Total Wealth Planning & Management’s JPMorgan Chase JPM Stock Holding History

Total Wealth Planning & Management’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	$2.56M	Buy	7,819 +284	+4%	+$88.2K	1.73%	8
2026 Q1	$2.22M	Buy	7,535 +136	+2%	+$41.3K	1.64%	8
2025 Q4	$2.38M	Buy	+7,399	New	+$2.29M	1.77%	9
2025 Q2	$2.07M	Buy	7,126 +155	+2%	+$39.6K	1.67%	7
2025 Q1	$1.71M	Buy	6,971 +31	+0.4%	+$7.9K	1.62%	7
2024 Q4	$1.66M	Buy	+6,940	New	+$1.62M	1.51%	11

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Total Wealth Planning & Management's JPM Position: Q2 2026 in Review

Total Wealth Planning & Management increased its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, buying an estimated $88.2K and bringing the position to 7,819 shares worth $2.56M. The position accounts for 1.73% of the portfolio, ranked #8.

Total Wealth Planning & Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Total Wealth Planning & Management held 7,819 shares of JPMorgan Chase worth $2.56M as of Q2 2026.
Total Wealth Planning & Management bought 284 JPMorgan Chase shares in Q2 2026, an estimated $88.2K.
JPMorgan Chase made up 1.73% of Total Wealth Planning & Management's portfolio in Q2 2026, its #8 holding.
Total Wealth Planning & Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.