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WealthPlan Investment Management’s JPMorgan Chase JPM Stock Holding History

WealthPlan Investment Management’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 		$9.58M Sell
29,282
-885
-3% -$275K 0.48% 55
2026
Q1 		$8.87M Sell
30,167
-8,193
-21% -$2.49M 0.49% 52
2025
Q4 		$12.4M Buy
38,360
+2,242
+6% +$694K 0.79% 36
2025
Q3 		$11.4M Sell
36,118
-1,479
-4% -$440K 0.76% 44
2025
Q2 		$10.9M Buy
37,597
+5,153
+16% +$1.31M 0.79% 42
2025
Q1 		$7.96M Buy
32,444
+2,417
+8% +$616K 0.78% 50
2024
Q4 		$7.2M Buy
30,027
+706
+2% +$164K 0.71% 50
2024
Q3 		$6.18M Buy
29,321
+4,393
+18% +$925K 0.63% 61
2024
Q2 		$5.04M Buy
24,928
+1,403
+6% +$274K 0.76% 57
2024
Q1 		$4.71M Buy
23,525
+644
+3% +$116K 0.72% 59
2023
Q4 		$3.89M Buy
22,881
+276
+1% +$41.8K 0.62% 60
2023
Q3 		$3.28M Buy
22,605
+10,731
+90% +$1.61M 0.58% 59
2023
Q2 		$1.73M Sell
11,874
-8,734
-42% -$1.2M 0.51% 65
2023
Q1 		$2.69M Sell
20,608
-28,713
-58% -$3.93M 0.46% 62
2022
Q4 		$7.03M Sell
49,321
-6,152
-11% -$779K 0.49% 58
2022
Q3 		$7.29M Buy
+55,473
New +$6.37M 0.53% 59
2022
Q1 		$5.88M Buy
+49,300
New +$7.28M 0.41% 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 $3.37T 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

WealthPlan Investment Management's JPM Position: Q2 2026 in Review

WealthPlan Investment Management reduced its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, selling an estimated $275K and leaving 29,282 shares worth $9.58M. The position accounts for 0.48% of the portfolio, ranked #55.

WealthPlan Investment Management first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.4M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • WealthPlan Investment Management held 29,282 shares of JPMorgan Chase worth $9.58M as of Q2 2026.
  • WealthPlan Investment Management sold 885 JPMorgan Chase shares in Q2 2026, an estimated $275K.
  • JPMorgan Chase made up 0.48% of WealthPlan Investment Management's portfolio in Q2 2026, its #55 holding.
  • WealthPlan Investment Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's JPMorgan Chase position peaked at $12.4M in Q4 2025.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.