Retirement Planning Group, LLC
PensionPosition in JPM — Jpmorgan Chase & Co
CIK 1508195
LEAWOOD, KS
Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,468,716
+$508,584 QoQ
Shares Held
10,597
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,426
of 5,058 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Retirement Planning Group, LLC holds $6,405,192 across 6 Banks - Diversified names. JPM ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
10,597 | $3,468,716 | |
| 2 | BNS |
Bank Of Nova Scotia
|
11,050 | $959,582 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,593 | $945,469 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,775 | $401,292 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,872 | $319,982 | |
| 6 | C |
Citigroup Inc
|
2,216 | $310,151 |
All Filings in JPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,468,716 | 10,597 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,960,132 | 10,063 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,157,926 | 12,904 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,016,685 | 12,734 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,221,580 | 7,663 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,731,082 | 7,057 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,723,035 | 7,188 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,443,125 | 6,844 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,133,060 | 5,602 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,122,080 | 5,602 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $920,411 | 5,411 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $790,794 | 5,453 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $776,067 | 5,336 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $666,926 | 5,118 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $669,695 | 4,994 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $519,156 | 4,968 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $211,594 | 1,879 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $236,924 | 1,738 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $269,511 | 1,702 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $226,874 | 1,386 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $211,689 | 1,361 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $211,143 | 1,387 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||