Strategic Planning, Inc. / JPM
Strategic Planning, Inc.’s Jpmorgan Chase & Co Position
Does Strategic Planning, Inc. own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 17.2K shares worth $4M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q2 2025
Shares
17.2K
% of Portfolio
+2.38%
Quarters Held
1
position exited
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 17.2K | $4M | +2.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of JPM.