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Valtinson Bruner Financial Planning’s JPMorgan Chase JPM Stock Holding History

Valtinson Bruner 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 		$519K Sell
1,586
-28
-2% -$8.7K 0.13% 87
2026
Q1 		$475K Buy
1,614
+153
+10% +$46.4K 0.13% 86
2025
Q4 		$471K Sell
1,461
-29
-2% -$8.98K 0.14% 87
2025
Q3 		$470K Buy
1,490
+1
+0.1% +$297 0.14% 88
2025
Q2 		$432K Buy
1,489
+75
+5% +$19.1K 0.14% 85
2025
Q1 		$347K Sell
1,414
-66
-4% -$16.8K 0.12% 94
2024
Q4 		$355K Buy
1,480
+46
+3% +$10.7K 0.12% 100
2024
Q3 		$302K Buy
1,434
+111
+8% +$23.4K 0.11% 107
2024
Q2 		$267K Buy
1,323
+15
+1% +$2.93K 0.11% 105
2024
Q1 		$262K Buy
1,308
+1
+0.1% +$180 0.11% 101
2023
Q4 		$222K Sell
1,307
-236
-15% -$35.8K 0.11% 106
2023
Q3 		$224K Buy
1,543
+1
+0.1% +$150 0.12% 107
2023
Q2 		$224K Buy
+1,542
New +$212K 0.12% 105
2023
Q1 		– Sell
-1,499
Closed -$205K – 112
2022
Q4 		$205K Buy
+1,499
New +$190K 0.12% 113
2022
Q1 		– Sell
-1,413
Closed -$224K – 101
2021
Q4 		$224K Buy
1,413
+1
+0.1% +$164 0.12% 86
2021
Q3 		$241K Sell
1,412
-58
-4% -$9.09K 0.13% 80
2021
Q2 		$223K Buy
1,470
+1
+0.1% +$157 0.13% 77
2021
Q1 		$224K Sell
1,469
-12
-0.8% -$1.73K 0.13% 76
2020
Q4 		$201K Buy
+1,481
New +$166K 0.13% 74

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Valtinson Bruner Financial Planning's JPM Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $8.7K and leaving 1,586 shares worth $519K. The position accounts for 0.13% of the portfolio, ranked #87.

Valtinson Bruner Financial Planning first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. 2,915 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Valtinson Bruner Financial Planning held 1,586 shares of JPMorgan Chase worth $519K as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 28 JPMorgan Chase shares in Q2 2026, an estimated $8.7K.
  • JPMorgan Chase made up 0.13% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #87 holding.
  • Valtinson Bruner Financial Planning first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • 2,915 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.