XY Planning Network
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XY Planning Network’s JPMorgan Chase JPM Stock Holding History

XY Planning Network’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
Q3 		$1.35M Buy
4,076
+1,268
+45% +$444K 0.15% 127
2026
Q2 		$919K Buy
2,808
+349
+14% +$108K 0.12% 152
2026
Q1 		$726K Sell
2,459
-215
-8% -$65.2K 0.12% 157
2025
Q4 		$861K Buy
2,674
+410
+18% +$127K 0.15% 130
2025
Q3 		$656K Hold
2,264
– – 0.22% 95
2025
Q2 		$656K Buy
+2,264
New +$578K 0.22% 95
2025
Q1 		– Sell
-1,958
Closed -$469K – 112
2024
Q4 		$469K Buy
+1,958
New +$456K 0.35% 53

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

XY Planning Network's JPM Position: Q3 2026 in Review

XY Planning Network increased its JPMorgan Chase (JPM) stake by 45% in Q3 2026, buying an estimated $444K and bringing the position to 4,076 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #127.

XY Planning Network first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • XY Planning Network held 4,076 shares of JPMorgan Chase worth $1.35M as of Q3 2026.
  • XY Planning Network bought 1,268 JPMorgan Chase shares in Q3 2026, an estimated $444K.
  • JPMorgan Chase made up 0.15% of XY Planning Network's portfolio in Q3 2026, its #127 holding.
  • XY Planning Network first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.