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Vertex Planning Partners’s JPMorgan Chase JPM Stock Holding History

Vertex Planning Partners’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 		$1.06M Buy
3,247
+143
+5% +$44.4K 0.16% 66
2026
Q1 		$913K Buy
3,104
+127
+4% +$38.5K 0.18% 57
2025
Q4 		$959K Buy
2,977
+506
+20% +$157K 0.22% 52
2025
Q3 		$779K Buy
2,471
+211
+9% +$62.8K 0.15% 86
2025
Q2 		$655K Sell
2,260
-9
-0.4% -$2.3K 0.14% 86
2025
Q1 		$557K Sell
2,269
-57
-2% -$14.5K 0.12% 94
2024
Q4 		$558K Buy
2,326
+46
+2% +$10.7K 0.12% 98
2024
Q3 		$481K Buy
2,280
+1
+0% +$211 0.11% 94
2024
Q2 		$461K Buy
2,279
+243
+12% +$47.5K 0.12% 91
2024
Q1 		$408K Sell
2,036
-545
-21% -$98.3K 0.11% 104
2023
Q4 		$439K Buy
2,581
+711
+38% +$108K 0.13% 92
2023
Q3 		$271K Sell
1,870
-130
-7% -$19.5K 0.09% 113
2023
Q2 		$291K Buy
+2,000
New +$275K 0.1% 112
2023
Q1 		– Sell
-3,479
Closed -$467K – 136
2022
Q4 		$467K Buy
+3,479
New +$441K 0.18% 70

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 $3.38T AUM 44.17% 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

Vertex Planning Partners's JPM Position: Q2 2026 in Review

Vertex Planning Partners increased its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, buying an estimated $44.4K and bringing the position to 3,247 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #66.

Vertex Planning Partners first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vertex Planning Partners held 3,247 shares of JPMorgan Chase worth $1.06M as of Q2 2026.
  • Vertex Planning Partners bought 143 JPMorgan Chase shares in Q2 2026, an estimated $44.4K.
  • JPMorgan Chase made up 0.16% of Vertex Planning Partners's portfolio in Q2 2026, its #66 holding.
  • Vertex Planning Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.