Center for Financial Planning, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1803557 SOUTHFIED, MI

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,653,971

+$548,825 QoQ

Shares Held

17,273

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.59%

of 13F equity value

Holder Rank

#1,986

of 5,057 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $6,139,685 across 5 Banks - Diversified names. JPM ranks #1 (92.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	17,273	$5,653,971
2	BAC	Bank Of America Corp /De/	4,217	$240,284
3	WFC	Wells Fargo & Company/Mn	2,552	$210,897
4	C	Citigroup Inc	136	$19,034
5	HSBC	Hsbc Holdings PLC	163	$15,499

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,653,971	17,273	-0.5%	Shares	Sole	2026-07-21
2026-03-31	$5,105,146	17,355	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$5,588,583	17,344	+0.4%	Shares	Sole	2026-02-05
2025-09-30	$5,447,791	17,271	+1.5%	Shares	Sole	2025-11-06
2025-06-30	$4,931,659	17,011	-1.4%	Shares	Sole	2025-08-04
2025-03-31	$4,232,406	17,254	+2.2%	Shares	Sole	2025-04-22
2024-12-31	$4,045,106	16,875	-3.1%	Shares	Sole	2025-01-30
2024-09-30	$3,671,283	17,411	-3.6%	Shares	Sole	2024-10-16
2024-06-30	$3,651,399	18,053	+0.2%	Shares	Sole	2024-07-18
2024-03-31	$3,608,805	18,017	+3.0%	Shares	Sole	2024-04-25
2023-12-31	$2,976,069	17,496	+0.2%	Shares	Sole	2024-01-29
2023-09-30	$2,531,179	17,454	+4.4%	Shares	Sole	2023-10-24
2023-06-30	$2,431,029	16,715	+0.4%	Shares	Sole	2023-08-09
2023-03-31	$2,170,443	16,656	-3.2%	Shares	Sole	2023-05-02
2022-12-31	$2,307,056	17,204	+1.0%	Shares	Sole	2023-01-27
2022-09-30	$1,780,366	17,037	+0.5%	Shares	Sole	2022-10-14
2022-06-30	$1,908,176	16,945	+0.3%	Shares	Sole	2022-08-12
2022-03-31	$2,304,080	16,902	-3.1%	Shares	Sole	2022-05-03
2021-12-31	$2,763,207	17,450	+2.6%	Shares	Sole	2022-02-08
2021-06-30	$2,644,802	17,004	-0.3%	Shares	Sole	2021-07-29
2021-03-31	$2,595,673	17,051	-2.2%	Shares	Sole	2021-05-10
2020-12-31	$2,215,084	17,432	+2.2%	Shares	Sole	2021-02-09
2020-09-30	$1,642,558	17,062	+1.6%	Shares	Sole	2020-11-12
2020-06-30	$1,579,549	16,793	+4.7%	Shares	Sole	2020-08-06
2020-03-31	$1,443,721	16,036	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.