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

Waller 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 		$963K Buy
2,942
+257
+10% +$79.8K 0.2% 39
2026
Q1 		$790K Buy
2,685
+1
+0% +$303 0.17% 41
2025
Q4 		$865K Buy
2,684
+1
+0% +$310 0.19% 41
2025
Q3 		$846K Sell
2,683
-293
-10% -$87.1K 0.19% 41
2025
Q2 		$863K Sell
2,976
-267
-8% -$68.1K 0.21% 39
2025
Q1 		$795K Buy
3,243
+390
+14% +$99.4K 0.22% 40
2024
Q4 		$684K Sell
2,853
-46
-2% -$10.7K 0.17% 43
2024
Q3 		$611K Buy
2,899
+49
+2% +$10.3K 0.15% 45
2024
Q2 		$577K Buy
2,850
+1,071
+60% +$209K 0.15% 45
2024
Q1 		$356K Sell
1,779
-99
-5% -$17.9K 0.1% 48
2023
Q4 		$319K Buy
1,878
+165
+10% +$25K 0.08% 48
2023
Q3 		$248K Sell
1,713
-90
-5% -$13.5K 0.07% 53
2023
Q2 		$262K Sell
1,803
-6
-0.3% -$825 0.07% 51
2023
Q1 		$236K Buy
+1,809
New +$248K 0.07% 52
2022
Q1 		– Sell
-1,365
Closed -$216K – 53
2021
Q4 		$216K Hold
1,365
– – 0.05% 50
2021
Q3 		$223K Buy
+1,365
New +$214K 0.06% 48
2019
Q4 		– Sell
-2,722
Closed -$344K – 46
2019
Q3 		$344K Sell
2,722
-389
-13% -$44K 0.18% 40
2019
Q2 		$355K Buy
+3,111
New +$343K 0.2% 39

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Waller Financial Planning Group increased its JPMorgan Chase (JPM) stake by 9.6% in Q2 2026, buying an estimated $79.8K and bringing the position to 2,942 shares worth $963K. The position accounts for 0.2% of the portfolio, ranked #39.

Waller Financial Planning Group first reported a position in JPM in Q2 2019 and has held it in 18 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Waller Financial Planning Group held 2,942 shares of JPMorgan Chase worth $963K as of Q2 2026.
  • Waller Financial Planning Group bought 257 JPMorgan Chase shares in Q2 2026, an estimated $79.8K.
  • JPMorgan Chase made up 0.2% of Waller Financial Planning Group's portfolio in Q2 2026, its #39 holding.
  • Waller Financial Planning Group first reported a position in JPMorgan Chase in Q2 2019 and has held it in 18 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.