Planning Strategies Inc.’s JPMorgan Chase JPM Stock Holding History

Planning Strategies Inc.’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	$262K	Buy	+800	New	+$248K	0.16%	57

Other funds holding JPM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s JPM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in JPMorgan Chase (JPM) in Q2 2026: 800 shares worth $262K. The stake represents 0.16% of the portfolio and ranks #57 among its holdings.

2,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Planning Strategies Inc. held 800 shares of JPMorgan Chase worth $262K as of Q2 2026.
JPMorgan Chase was a new Planning Strategies Inc. position in Q2 2026.
JPMorgan Chase made up 0.16% of Planning Strategies Inc.'s portfolio in Q2 2026, its #57 holding.
2,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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