Peak Planning Group, LLC / JPM
Peak Planning Group, LLC’s Jpmorgan Chase & Co Position
Does Peak Planning Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 18.8K shares worth $4M (+1.74% of its 13F portfolio) as of Q2 2026, up from 8.8K shares the prior filed quarter.
Position Value
$4M
Q2 2026
Shares
18.8K
% of Portfolio
+1.74%
Quarters Held
3
currently held
Position History JPM
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peak Planning Group, LLC’s full portfolio or all institutional holders of JPM.