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JPMorgan Chase & Co. shares owned by Planning Strategies

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $262k 800 327.20

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Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
T. Rowe Price Associates
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.