SEC 13F Intelligence

Game Plan Financial Advisors, LLC / JPM

Game Plan Financial Advisors, LLC’s Jpmorgan Chase & Co Position

Does Game Plan Financial Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 17.2K shares worth $5M (+2.28% of its 13F portfolio) as of Q1 2026, down from 17.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
17.2K
% of Portfolio
+2.28%
Quarters Held
22
currently held

Position History JPM

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’24: $4MQ2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.2K$5M+2.28%
Q4 202517.3K$6M+2.25%
Q3 202517.4K$6M+2.28%
Q2 202517.3K$5M+2.19%
Q1 202516.8K$4M+2.00%
Q4 202416.8K$4M+1.91%
Q3 202416.8K$4M+1.71%
Q2 202416.8K$3M+1.68%
Q1 202417.7K$4M+1.80%
Q4 202216.0K$2M+1.77%
Q3 202216.0K$2M+1.41%
Q2 202216.0K$2M+1.44%
Q1 202216.2K$2M+1.32%
Q4 202116.2K$3M+1.37%
Q3 202115.7K$3M+1.53%
Q2 202115.7K$2M+1.46%
Q1 202115.6K$2M+1.54%
Q4 202015.6K$2M+1.41%
Q3 202015.2K$1M+1.47%
Q2 202014.8K$1M+1.99%
Q1 202014.8K$1M+1.58%
Q4 201912.8K$2M+1.67%

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