Platt Wealth Management LLC / JPM
Platt Wealth Management LLC’s Jpmorgan Chase & Co Position
Does Platt Wealth Management LLC own Jpmorgan Chase & Co (JPM)? Yes — 18.4K shares worth $5M (+5.29% of its 13F portfolio) as of Q1 2026, up from 18.0K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
18.4K
% of Portfolio
+5.29%
Quarters Held
2
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 Platt Wealth Management LLC’s full portfolio or all institutional holders of JPM.