JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1940033
As of 2026-06-30, Plan Group Financial, LLC reported 37.58K JPM (shares), valued at $12.30M, or 2.55% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares decreased 4.37%; reported value increased 6.41%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.55% | 37,583 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 2.71% | 39,302 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 3.26% | 38,974 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 0.54% | 6,318 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 0.51% | 5,377 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.43% | 4,907 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 0.25% | 1,947 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 0.21% | 1,873 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 0.13% | 1,037 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 0.13% | 1,037 | $209.75K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 0.21% | 1,873 | $394.87K | Shares increased 80.62%; reported value increased 88.26%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 0.25% | 1,947 | $466.70K | Shares increased 3.95%; reported value increased 18.19%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 0.43% | 4,907 | $1.20M | Shares increased 152.03%; reported value increased 157.93%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 0.51% | 5,377 | $1.56M | Shares increased 9.58%; reported value increased 29.50%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.54% | 6,318 | $1.99M | Shares increased 17.50%; reported value increased 27.83%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 3.26% | 38,974 | $12.56M | Shares increased 516.87%; reported value increased 530.20%, and weight changed +2.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 2.71% | 39,302 | $11.56M | Shares increased 0.84%; reported value decreased 7.94%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 2.55% | 37,583 | $12.30M | Shares decreased 4.37%; reported value increased 6.41%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.