SEC 13F Intelligence

Wealthplan Partners, LLC / JPM

Wealthplan Partners, LLC’s Jpmorgan Chase & Co Position

Does Wealthplan Partners, LLC own Jpmorgan Chase & Co (JPM)? Yes — 19.0K shares worth $6M (+1.08% of its 13F portfolio) as of Q1 2026, down from 22.4K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
19.0K
% of Portfolio
+1.08%
Quarters Held
26
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $12MQ4 ’19: $13MQ4 ’19Q1 ’20: $10MQ2 ’20: $13MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $8MQ4 ’21: $7MQ1 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $4MQ2 ’23: $3MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.0K$6M+1.08%
Q4 202522.4K$7M+1.08%
Q3 202523.3K$7M+1.10%
Q2 202522.2K$6M+1.04%
Q1 202525.2K$6M+0.87%
Q4 202425.5K$6M+0.87%
Q3 202427.3K$6M+0.77%
Q2 202431.2K$6M+0.68%
Q1 202431.4K$6M+0.65%
Q4 202333.2K$6M+0.58%
Q3 202331.9K$5M+0.54%
Q2 202322.7K$3M+0.47%
Q1 202330.2K$4M+0.45%
Q4 202249.3K$7M+0.49%
Q1 202249.3K$6M+0.41%
Q4 202146.1K$7M+0.45%
Q2 202147.7K$8M+0.54%
Q1 202148.4K$8M+0.58%
Q4 202051.2K$7M+0.60%
Q2 2020129.4K$13M+1.37%
Q1 2020111.9K$10M+1.27%
Q4 201995.5K$13M+1.56%
Q3 201995.9K$12M+1.68%
Q2 201989.8K$10M+1.48%
Q1 201991.0K$10M+1.56%
Q4 201885.5K$9M+1.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthplan Partners, LLC’s full portfolio or all institutional holders of JPM.