JPM — J P Morgan Chase and Company

Ownership history in WealthPLAN Partners, LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in J P Morgan Chase and Company (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.02% (2017 Q4)
Avg. % of fund
0.96%
First filed
2015 Q1
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,375 -953 -4.1% 1.08% $7.2M $320.77
2025 Q3 ADDED 23,328 +1,133 +5.1% 1.10% $7.4M $312.49
2025 Q2 REDUCED 22,195 -3,052 -12.1% 1.04% $6.4M $285.83
2025 Q1 REDUCED 25,247 -230 -0.9% 0.87% $6.2M $240.37
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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