JP Morgan Chase
PLAN

JP Morgan Chase’s Anaplan, Inc. PLAN Stock Holding History

JP Morgan Chase’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,524,382
Closed -$99.2M – 7184
2022
Q1 		$99.2M Sell
1,524,382
-2,612,836
-63% -$127M 0.01% 840
2021
Q4 		$190M Buy
4,137,218
+537,853
+15% +$29.7M 0.02% 588
2021
Q3 		$219M Sell
3,599,365
-597,801
-14% -$35.6M 0.03% 545
2021
Q2 		$224M Buy
4,197,166
+771,072
+23% +$42.9M 0.03% 570
2021
Q1 		$184M Sell
3,426,094
-416,972
-11% -$28.1M 0.02% 603
2020
Q4 		$276M Sell
3,843,066
-2,552,341
-40% -$166M 0.04% 439
2020
Q3 		$395M Buy
6,395,407
+3,673,254
+135% +$189M 0.07% 287
2020
Q2 		$123M Sell
2,722,153
-2,740,737
-50% -$115M 0.02% 579
2020
Q1 		$165M Buy
5,462,890
+1,247,136
+30% +$62.2M 0.04% 426
2019
Q4 		$221M Buy
4,215,754
+1,611,226
+62% +$79.9M 0.04% 408
2019
Q3 		$122M Buy
2,604,528
+36,395
+1% +$1.98M 0.02% 600
2019
Q2 		$128M Buy
2,568,133
+699,229
+37% +$28.9M 0.02% 592
2019
Q1 		$73.6M Sell
1,868,904
-396,667
-18% -$13.4M 0.02% 774
2018
Q4 		$60.1M Buy
+2,265,571
New +$56M 0.01% 832

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JP Morgan Chase's PLAN Position: Q2 2022 in Review

JP Morgan Chase sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 1,524,382 shares — an estimated $99.2M sold.

JP Morgan Chase first reported a position in PLAN in Q4 2018 and held it in 14 quarters. The position peaked at $395M in Q3 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • JP Morgan Chase reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Chase sold 1,524,382 Anaplan, Inc. shares in Q2 2022, an estimated $99.2M.
  • JP Morgan Chase first reported a position in Anaplan, Inc. in Q4 2018 and held it in 14 quarters.
  • JP Morgan Chase's Anaplan, Inc. position peaked at $395M in Q3 2020.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on JP Morgan Chase's 13F filing for Q2 2022, filed 11 Aug 2022.