PDS Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Sell |
49,211
-160
| -0.3% | -$48.6K | 0.95% | 22 |
|
|
2025
Q4 | $15.9M | Sell |
49,371
-1,282
| -3% | -$397K | 1.06% | 19 |
|
|
2025
Q3 | $16M | Sell |
50,653
-1,271
| -2% | -$378K | 1.11% | 20 |
|
|
2025
Q2 | $15.1M | Buy |
51,924
+4,265
| +9% | +$1.09M | 1.12% | 20 |
|
|
2025
Q1 | $11.7M | Buy |
47,659
+1,095
| +2% | +$279K | 0.99% | 23 |
|
|
2024
Q4 | $11.2M | Buy |
46,564
+5,834
| +14% | +$1.36M | 0.99% | 22 |
|
|
2024
Q3 | $8.59M | Sell |
40,730
-813
| -2% | -$171K | 0.77% | 26 |
|
|
2024
Q2 | $8.4M | Buy |
41,543
+1,499
| +4% | +$293K | 0.85% | 26 |
|
|
2024
Q1 | $8.02M | Buy |
40,044
+1,882
| +5% | +$340K | 0.84% | 25 |
|
|
2023
Q4 | $6.49M | Buy |
38,162
+840
| +2% | +$127K | 0.74% | 27 |
|
|
2023
Q3 | $5.41M | Buy |
37,322
+185
| +0.5% | +$27.7K | 0.7% | 27 |
|
|
2023
Q2 | $5.4M | Buy |
37,137
+1,467
| +4% | +$202K | 0.69% | 27 |
|
|
2023
Q1 | $4.65M | Buy |
35,670
+2,526
| +8% | +$346K | 0.64% | 31 |
|
|
2022
Q4 | $4.44M | Buy |
33,144
+514
| +2% | +$65.1K | 0.71% | 30 |
|
|
2022
Q3 | $3.41M | Buy |
32,630
+672
| +2% | +$77.1K | 0.62% | 31 |
|
|
2022
Q2 | $3.6M | Buy |
31,958
+3,651
| +13% | +$452K | 0.65% | 33 |
|
|
2022
Q1 | $3.86M | Buy |
28,307
+2,513
| +10% | +$371K | 0.68% | 29 |
|
|
2021
Q4 | $4.08M | Sell |
25,794
-130
| -0.5% | -$21.3K | 0.78% | 27 |
|
|
2021
Q3 | $4.24M | Buy |
25,924
+663
| +3% | +$104K | 0.98% | 23 |
|
|
2021
Q2 | $3.93M | Buy |
25,261
+40
| +0.2% | +$6.28K | 0.96% | 29 |
|
|
2021
Q1 | $3.84M | Sell |
25,221
-2,109
| -8% | -$303K | 1.11% | 26 |
|
|
2020
Q4 | $3.47M | Buy |
27,330
+2,026
| +8% | +$226K | 1.19% | 27 |
|
|
2020
Q3 | $2.44M | Buy |
25,304
+112
| +0.4% | +$11K | 0.99% | 34 |
|
|
2020
Q2 | $2.37M | Buy |
25,192
+363
| +1% | +$34.4K | 1.07% | 30 |
|
|
2020
Q1 | $2.23M | Buy |
24,829
+13,715
| +123% | +$1.67M | 1.43% | 21 |
|
|
2019
Q4 | $1.55M | Sell |
11,114
-55
| -0.5% | -$7.05K | 0.98% | 27 |
|
|
2019
Q3 | $1.31M | Buy |
11,169
+2,030
| +22% | +$230K | 0.91% | 28 |
|
|
2019
Q2 | $1.02M | Buy |
9,139
+762
| +9% | +$84K | 0.76% | 28 |
|
|
2019
Q1 | $848K | Sell |
8,377
-1,853
| -18% | -$191K | 0.66% | 34 |
|
|
2018
Q4 | $999K | Sell |
10,230
-640
| -6% | -$68.2K | 0.86% | 26 |
|
|
2018
Q3 | $1.23M | Buy |
10,870
+1,197
| +12% | +$136K | 1.05% | 24 |
|
|
2018
Q2 | $1.01M | Buy |
9,673
+1
| +0% | +$110 | 0.99% | 25 |
|
|
2018
Q1 | $1.06M | Buy |
9,672
+47
| +0.5% | +$5.32K | 1.08% | 23 |
|
|
2017
Q4 | $1.03M | Buy |
+9,625
| New | +$975K | 1.04% | 26 |
|
Other funds holding JPM
VCM
VPM
PDS Planning's JPM Position: Q1 2026 in Review
PDS Planning reduced its JPMorgan Chase (JPM) stake by 0.32% in Q1 2026, selling an estimated $48.6K and leaving 49,211 shares worth $14.5M. The position accounts for 0.95% of the portfolio, ranked #22.
PDS Planning first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $16M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- PDS Planning held 49,211 shares of JPMorgan Chase worth $14.5M as of Q1 2026.
- PDS Planning sold 160 JPMorgan Chase shares in Q1 2026, an estimated $48.6K.
- JPMorgan Chase made up 0.95% of PDS Planning's portfolio in Q1 2026, its #22 holding.
- PDS Planning first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's JPMorgan Chase position peaked at $16M in Q3 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.