WealthPLAN Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.66M | Sell |
17,279
-1,683
| -9% | -$523K | 1.08% | 23 |
|
|
2026
Q1 | $5.58M | Sell |
18,962
-3,413
| -15% | -$1.04M | 1.08% | 22 |
|
|
2025
Q4 | $7.21M | Sell |
22,375
-953
| -4% | -$295K | 1.08% | 20 |
|
|
2025
Q3 | $7.36M | Buy |
23,328
+1,133
| +5% | +$337K | 1.1% | 19 |
|
|
2025
Q2 | $6.43M | Sell |
22,195
-3,052
| -12% | -$779K | 1.04% | 22 |
|
|
2025
Q1 | $6.19M | Sell |
25,247
-230
| -0.9% | -$58.6K | 0.87% | 28 |
|
|
2024
Q4 | $6.11M | Sell |
25,477
-1,844
| -7% | -$429K | 0.87% | 26 |
|
|
2024
Q3 | $5.76M | Sell |
27,321
-3,922
| -13% | -$826K | 0.77% | 34 |
|
|
2024
Q2 | $6.32M | Sell |
31,243
-204
| -0.6% | -$39.9K | 0.68% | 36 |
|
|
2024
Q1 | $6.3M | Sell |
31,447
-1,745
| -5% | -$315K | 0.65% | 43 |
|
|
2023
Q4 | $5.65M | Buy |
33,192
+1,331
| +4% | +$202K | 0.58% | 57 |
|
|
2023
Q3 | $4.62M | Buy |
31,861
+9,160
| +40% | +$1.37M | 0.54% | 60 |
|
|
2023
Q2 | $3.3M | Sell |
22,701
-7,514
| -25% | -$1.03M | 0.47% | 54 |
|
|
2023
Q1 | $3.94M | Sell |
30,215
-19,106
| -39% | -$2.62M | 0.45% | 60 |
|
|
2022
Q4 | $7.06M | Buy |
+49,321
| New | +$6.25M | 0.49% | 58 |
|
|
2022
Q1 | $5.88M | Buy |
49,300
+3,219
| +7% | +$475K | 0.41% | 70 |
|
|
2021
Q4 | $6.85M | Sell |
46,081
-249
| -0.5% | -$40.9K | 0.45% | 65 |
|
|
2021
Q3 | $7.53M | Sell |
46,330
-1,407
| -3% | -$221K | 0.5% | 63 |
|
|
2021
Q2 | $7.69M | Sell |
47,737
-639
| -1% | -$100K | 0.54% | 62 |
|
|
2021
Q1 | $7.52M | Sell |
48,376
-2,794
| -5% | -$402K | 0.58% | 60 |
|
|
2020
Q4 | $7.07M | Sell |
51,170
-14,979
| -23% | -$1.67M | 0.6% | 58 |
|
|
2020
Q3 | $7.5M | Sell |
66,149
-63,266
| -49% | -$6.21M | 0.73% | 46 |
|
|
2020
Q2 | $13.2M | Buy |
129,415
+17,496
| +16% | +$1.66M | 1.37% | 15 |
|
|
2020
Q1 | $9.79M | Buy |
111,919
+16,375
| +17% | +$1.99M | 1.27% | 16 |
|
|
2019
Q4 | $13.2M | Sell |
95,544
-332
| -0.3% | -$42.6K | 1.56% | 12 |
|
|
2019
Q3 | $12.3M | Buy |
95,876
+6,041
| +7% | +$683K | 1.68% | 9 |
|
|
2019
Q2 | $9.82M | Sell |
89,835
-1,147
| -1% | -$126K | 1.48% | 10 |
|
|
2019
Q1 | $10M | Buy |
90,982
+5,461
| +6% | +$563K | 1.56% | 9 |
|
|
2018
Q4 | $9.03M | Buy |
85,521
+6,038
| +8% | +$643K | 1.45% | 9 |
|
|
2018
Q3 | $8.62M | Buy |
79,483
+5,827
| +8% | +$661K | 1.57% | 9 |
|
|
2018
Q2 | $7.67M | Sell |
73,656
-5,382
| -7% | -$590K | 1.57% | 6 |
|
|
2018
Q1 | $8.69M | Buy |
79,038
+8,611
| +12% | +$975K | 1.91% | 6 |
|
|
2017
Q4 | $7.53M | Buy |
70,427
+2,301
| +3% | +$233K | 2.02% | 5 |
|
|
2017
Q3 | $6.51M | Buy |
68,126
+4,694
| +7% | +$433K | 1.83% | 9 |
|
|
2017
Q2 | $5.8M | Buy |
63,432
+60,617
| +2,153% | +$5.23M | 1.67% | 10 |
|
|
2017
Q1 | $243K | Buy |
+2,815
| New | +$248K | 0.84% | 19 |
|
|
2016
Q3 | $2.76M | Sell |
41,489
-38,230
| -48% | -$2.49M | 0.9% | 23 |
|
|
2016
Q2 | $2.57M | Buy |
+79,719
| New | +$4.98M | 0.33% | 54 |
|
|
2015
Q4 | $2.3M | Buy |
+106,874
| New | +$6.96M | 0.37% | 54 |
|
|
2015
Q2 | $875K | Buy |
12,917
+6,477
| +101% | +$423K | 0.38% | 37 |
|
|
2015
Q1 | $390K | Buy |
+6,440
| New | +$381K | 0.18% | 81 |
|
Other funds holding JPM
WealthPLAN Partners's JPM Position: Q2 2026 in Review
WealthPLAN Partners reduced its JPMorgan Chase (JPM) stake by 8.9% in Q2 2026, selling an estimated $523K and leaving 17,279 shares worth $5.66M. The position accounts for 1.08% of the portfolio, ranked #23.
WealthPLAN Partners first reported a position in JPM in Q1 2015 and has held it in 41 quarters since. The position peaked at $13.2M in Q2 2020. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- WealthPLAN Partners held 17,279 shares of JPMorgan Chase worth $5.66M as of Q2 2026.
- WealthPLAN Partners sold 1,683 JPMorgan Chase shares in Q2 2026, an estimated $523K.
- JPMorgan Chase made up 1.08% of WealthPLAN Partners's portfolio in Q2 2026, its #23 holding.
- WealthPLAN Partners first reported a position in JPMorgan Chase in Q1 2015 and has held it in 41 quarters since.
- WealthPLAN Partners's JPMorgan Chase position peaked at $13.2M in Q2 2020.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.