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JPMorgan Chase & Co. shares owned by Retirement Planning Group, Llc / Ny

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Retirement Planning Group, Llc / Ny from 13F filings

Historical chart of Retirement Planning Group, Llc / Ny investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Retirement Planning Group, Llc / Ny consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Retirement Planning Group, Llc / Ny

Quarter filed Position value Share count Share price at filing
2025-09-30 $715k 2.3k 315.40
2025-06-30 $655k 2.3k 289.94
2025-03-31 $473k 1.9k 245.34
2024-12-31 $259k 1.1k 239.75

More positions owned by Retirement Planning Group, Llc / Ny

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Nasdaq 100 Cover (QYLD)
Nuveen Core Equity Alpha Fund (JCE)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Alps Etf Tr Riverfrnt Dymc (RFDA)
Select Sector Spdr Tr Financial (XLF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Pimco Dynamic Income SHS (PDI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr Energy (XLE)
Ge Aerospace Com New (GE)

View all positions for Retirement Planning Group, Llc / Ny

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.