Retirement Planning Co of New England, Inc.
PensionPosition in JPM — Jpmorgan Chase & Co
CIK 1817693
Warwick, RI
Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,470,693
+$66,668 QoQ
Shares Held
4,493
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#3,268
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Dec 31, 2022CallValue
$13,410
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Retirement Planning Co of New England, Inc. holds $7,023,091 across 5 Banks - Diversified names. JPM ranks #3 (20.9% of the industry book) .
All Filings in JPM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,470,693 | 4,493 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,404,025 | 4,773 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,532,800 | 4,757 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,513,748 | 4,799 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,364,896 | 4,708 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,141,626 | 4,654 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,102,666 | 4,600 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $917,030 | 4,349 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $862,234 | 4,263 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $886,327 | 4,425 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,026,061 | 11,911 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,684,697 | 11,617 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $717,019 | 4,930 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $638,258 | 4,898 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $653,067 | 4,870 | Shares | Sole | 2023-02-03 | |
| 2022-12-31 | $13,410 | 100 | Call | Sole | 2023-02-03 | |
| 2022-09-30 | $487,179 | 4,662 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $485,123 | 4,308 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $549,505 | 4,031 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $612,972 | 3,871 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||