American Planning Services’s JPMorgan Chase JPM Stock Holding History

American Planning Services’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$419K	Hold	2,069	–	–	0.33%	35
2024 Q2	$419K	Sell	2,069 -200	-9%	-$39.1K	0.29%	34
2024 Q1	$455K	Buy	2,269 +200	+10%	+$36.1K	0.33%	24
2023 Q4	$352K	Buy	2,069 +200	+11%	+$30.3K	0.27%	27
2023 Q3	$271K	Hold	1,869	–	–	0.18%	30
2023 Q2	$272K	Hold	1,869	–	–	0.18%	32
2023 Q1	$244K	Buy	+1,869	New	+$256K	0.17%	28
2022 Q3	–	Sell	-2,085	Closed	-$234K	–	33
2022 Q2	$234K	Buy	2,085 +250	+14%	+$31K	0.26%	28
2022 Q1	$250K	Buy	1,835 +10	+0.5%	+$1.48K	0.27%	26
2021 Q4	$289K	Buy	+1,825	New	+$300K	0.26%	18

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Planning Services's JPM Position: Q3 2024 in Review

American Planning Services held its JPMorgan Chase (JPM) position steady in Q3 2024 at 2,069 shares worth $419K. The position accounts for 0.33% of the portfolio, ranked #35.

American Planning Services first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. The position peaked at $455K in Q1 2024. 4,209 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

American Planning Services held 2,069 shares of JPMorgan Chase worth $419K as of Q3 2024.
American Planning Services left its JPMorgan Chase share count unchanged in Q3 2024.
JPMorgan Chase made up 0.33% of American Planning Services's portfolio in Q3 2024, its #35 holding.
American Planning Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
American Planning Services's JPMorgan Chase position peaked at $455K in Q1 2024.
4,209 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.