JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in JPM — Jpmorgan Chase & Co

CIK 2122180 AMMON, ID

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$604,251

+$168,601 QoQ

Shares Held

1,846

+24.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#4,124

of 5,058 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $2,169,455 across 4 Banks - Diversified names. JPM ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	15,609	$889,400
2	JPM	Jpmorgan Chase & Co This page	1,846	$604,251
3	WFC	Wells Fargo & Company/Mn	4,362	$360,475
4	C	Citigroup Inc	2,253	$315,329

All Filings in JPM

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,251	1,846	+24.6%	Shares	Other	2026-07-24
2026-03-31	$435,650	1,481	-70.4%	Shares	Sole	2026-05-15
2025-12-31	$1,611,099	5,000	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.