Phillips Wealth Planners LLC / JPM
Phillips Wealth Planners LLC’s Jpmorgan Chase & Co Position
Does Phillips Wealth Planners LLC own Jpmorgan Chase & Co (JPM)? Yes — 7.2K shares worth $2M (+1.63% of its 13F portfolio) as of Q1 2026, down from 7.4K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
7.2K
% of Portfolio
+1.63%
Quarters Held
14
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 7.2K | $2M | +1.63% |
| Q4 2025 | 7.4K | $2M | +1.80% |
| Q3 2025 | 7.3K | $2M | +1.87% |
| Q2 2025 | 7.1K | $2M | +1.83% |
| Q1 2025 | 7.3K | $2M | +1.82% |
| Q4 2024 | 7.1K | $2M | +1.71% |
| Q3 2024 | 7.2K | $2M | +1.55% |
| Q2 2024 | 7.4K | $2M | +1.62% |
| Q1 2024 | 6.9K | $1M | +1.44% |
| Q4 2023 | 7.2K | $1M | +1.46% |
| Q3 2023 | 7.4K | $1M | +1.46% |
| Q2 2023 | 7.4K | $1M | +1.41% |
| Q1 2023 | 6.3K | $888,028 | +1.17% |
| Q4 2022 | 6.9K | $981,759 | +1.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phillips Wealth Planners LLC’s full portfolio or all institutional holders of JPM.