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Welch Financial Planning’s JPMorgan Chase JPM Stock Holding History

Welch Financial Planning’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 		$455K Buy
1,389
+420
+43% +$130K 0.26% 45
2026
Q1 		$285K Buy
969
+66
+7% +$20K 0.21% 52
2025
Q4 		$291K Buy
+903
New +$280K 0.21% 47

Other funds holding JPM

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Welch Financial Planning's JPM Position: Q2 2026 in Review

Welch Financial Planning increased its JPMorgan Chase (JPM) stake by 43% in Q2 2026, buying an estimated $130K and bringing the position to 1,389 shares worth $455K. The position accounts for 0.26% of the portfolio, ranked #45.

Welch Financial Planning first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Welch Financial Planning held 1,389 shares of JPMorgan Chase worth $455K as of Q2 2026.
  • Welch Financial Planning bought 420 JPMorgan Chase shares in Q2 2026, an estimated $130K.
  • JPMorgan Chase made up 0.26% of Welch Financial Planning's portfolio in Q2 2026, its #45 holding.
  • Welch Financial Planning first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.