Treasure Coast Financial Planning’s JPMorgan Chase JPM Stock Holding History

Treasure Coast Financial 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	$205K	Buy	+625	New	+$194K	0.1%	47
2026 Q1	–	Sell	-673	Closed	-$217K	–	49
2025 Q4	$217K	Sell	673 -180	-21%	-$55.7K	0.12%	44
2025 Q3	$269K	Hold	853	–	–	0.15%	37
2025 Q2	$247K	Sell	853 -97	-10%	-$24.8K	0.14%	35
2025 Q1	$233K	Hold	950	–	–	0.14%	37
2024 Q4	$228K	Hold	950	–	–	0.15%	34
2024 Q3	$200K	Buy	+950	New	+$200K	0.12%	34
2024 Q2	–	Sell	-1,114	Closed	-$223K	–	35
2024 Q1	$223K	Buy	+1,114	New	+$201K	0.15%	32

Other funds holding JPM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Treasure Coast Financial Planning's JPM Position: Q2 2026 in Review

Treasure Coast Financial Planning opened a new position in JPMorgan Chase (JPM) in Q2 2026: 625 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #47 among its holdings. This is a return to the name: Treasure Coast Financial Planning previously reported a position in JPM as recently as Q4 2025.

Treasure Coast Financial Planning first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. The position peaked at $269K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Treasure Coast Financial Planning held 625 shares of JPMorgan Chase worth $205K as of Q2 2026.
JPMorgan Chase was a new Treasure Coast Financial Planning position in Q2 2026.
JPMorgan Chase made up 0.1% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #47 holding.
Treasure Coast Financial Planning first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
Treasure Coast Financial Planning's JPMorgan Chase position peaked at $269K in Q3 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.