Wrenne Financial Planning’s JPMorgan Chase JPM Stock Holding History

Wrenne 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	$369K	Hold	1,126	–	–	0.12%	37
2026 Q1	$331K	Sell	1,126 -33	-3%	-$10K	0.13%	33
2025 Q4	$373K	Hold	1,159	–	–	0.15%	31
2025 Q3	$366K	Hold	1,159	–	–	0.16%	32
2025 Q2	$336K	Sell	1,159 -38	-3%	-$9.7K	0.16%	34
2025 Q1	$294K	Sell	1,197 -37	-3%	-$9.43K	0.16%	33
2024 Q4	$296K	Hold	1,234	–	–	0.17%	33
2024 Q3	$260K	Buy	1,234 +165	+15%	+$34.8K	0.16%	35
2024 Q2	$216K	Buy	+1,069	New	+$209K	0.15%	35

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Wrenne Financial Planning held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,126 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #37.

Wrenne Financial Planning first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $373K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Wrenne Financial Planning held 1,126 shares of JPMorgan Chase worth $369K as of Q2 2026.
Wrenne Financial Planning left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.12% of Wrenne Financial Planning's portfolio in Q2 2026, its #37 holding.
Wrenne Financial Planning first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Wrenne Financial Planning's JPMorgan Chase position peaked at $373K in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.