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United Financial Planning Group’s JPMorgan Chase JPM Stock Holding History

United Financial Planning Group’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 		$242K Hold
738
– – 0.12% 50
2026
Q1 		$217K Sell
738
-337
-31% -$102K 0.13% 49
2025
Q4 		$346K Buy
1,075
+45
+4% +$13.9K 0.21% 39
2025
Q3 		$325K Buy
+1,030
New +$306K 0.2% 29

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

United Financial Planning Group's JPM Position: Q2 2026 in Review

United Financial Planning Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 738 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #50.

United Financial Planning Group first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $346K in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • United Financial Planning Group held 738 shares of JPMorgan Chase worth $242K as of Q2 2026.
  • United Financial Planning Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.12% of United Financial Planning Group's portfolio in Q2 2026, its #50 holding.
  • United Financial Planning Group first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's JPMorgan Chase position peaked at $346K in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.