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Asset Planning Inc’s JPMorgan Chase JPM Stock Holding History

Asset Planning Inc’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$733K Sell
2,527
-28
-1% -$8.12K 0.55% 34
2025
Q1 		$627K Buy
2,555
+5
+0.2% +$1.23K 0.49% 39
2024
Q4 		$611K Buy
+2,550
New +$611K 0.47% 42