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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vertex Planning Partners's JPM Position: Q1 2026 in Review

Vertex Planning Partners increased its JPMorgan Chase (JPM) stake by 4.3% in Q1 2026, buying an estimated $38.5K and bringing the position to 3,104 shares worth $913K. The position accounts for 0.18% of the portfolio, ranked #57.

Vertex Planning Partners first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $959K in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Vertex Planning Partners held 3,104 shares of JPMorgan Chase worth $913K as of Q1 2026.
  • Vertex Planning Partners bought 127 JPMorgan Chase shares in Q1 2026, an estimated $38.5K.
  • JPMorgan Chase made up 0.18% of Vertex Planning Partners's portfolio in Q1 2026, its #57 holding.
  • Vertex Planning Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
  • Vertex Planning Partners's JPMorgan Chase position peaked at $959K in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.