Total Wealth Planning’s JPMorgan Chase JPM Stock Holding History

Total 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
2025 Q4	–	Sell	-8,960	Closed	-$2.83M	–	77
2025 Q3	$2.83M	Buy	8,960 +61	+0.7%	+$18.1K	0.33%	43
2025 Q2	$2.58M	Buy	+8,899	New	+$2.27M	0.33%	43

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

Total Wealth Planning's JPM Position: Q4 2025 in Review

Total Wealth Planning sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 8,960 shares — an estimated $2.83M sold.

Total Wealth Planning first reported a position in JPM in Q2 2025 and held it in 2 quarters. The position peaked at $2.83M in Q3 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Total Wealth Planning reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 8,960 JPMorgan Chase shares in Q4 2025, an estimated $2.83M.
Total Wealth Planning first reported a position in JPMorgan Chase in Q2 2025 and held it in 2 quarters.
Total Wealth Planning's JPMorgan Chase position peaked at $2.83M in Q3 2025.
5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.