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Virginia Estate & Retirement Planning Advisors’s JPMorgan Chase JPM Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$125K Hold
381
– – 0.15% 33
2026
Q1 		$112K Buy
+381
New +$116K 0.2% 18

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

Virginia Estate & Retirement Planning Advisors's JPM Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 381 shares worth $125K. The position accounts for 0.15% of the portfolio, ranked #33.

Virginia Estate & Retirement Planning Advisors first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 5,074 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 381 shares of JPMorgan Chase worth $125K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.15% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #33 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
  • 5,074 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.