XPN
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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

XY Planning Network's JPM Position: Q2 2026 in Review

XY Planning Network increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $108K and bringing the position to 2,808 shares worth $919K. The position accounts for 0.12% of the portfolio, ranked #152.

XY Planning Network first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • XY Planning Network held 2,808 shares of JPMorgan Chase worth $919K as of Q2 2026.
  • XY Planning Network bought 349 JPMorgan Chase shares in Q2 2026, an estimated $108K.
  • JPMorgan Chase made up 0.12% of XY Planning Network's portfolio in Q2 2026, its #152 holding.
  • XY Planning Network first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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