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	-52,600	Closed	-$3.42M	–	7183
2022 Q1	$3.42M	Buy	+52,600	New	+$2.56M	﹤0.01%	3325
2021 Q2	–	Sell	-75,000	Closed	-$4.04M	–	6761
2021 Q1	$4.04M	Sell	75,000 -103,300	-58%	-$6.97M	﹤0.01%	3159
2020 Q4	$12.8M	Hold	178,300	–	–	﹤0.01%	2003
2020 Q3	$11M	Buy	+178,300	New	+$9.19M	﹤0.01%	1961
2019 Q4	–	Sell	-100,000	Closed	-$4.7M	–	5987
2019 Q3	$4.7M	Buy	100,000 +25,000	+33%	+$1.36M	﹤0.01%	2740
2019 Q2	$3.73M	Buy	+75,000	New	+$3.1M	﹤0.01%	2880

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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.