PDS Planning’s JPMorgan Chase JPM Stock Holding History

PDS Planning’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15.1M	Buy	51,924 +4,265	+9%	+$1.24M	1.12%	20
2025 Q1	$11.7M	Buy	47,659 +1,095	+2%	+$269K	0.99%	23
2024 Q4	$11.2M	Buy	46,564 +5,834	+14%	+$1.4M	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%	+$303K	0.85%	26
2024 Q1	$8.02M	Buy	40,044 +1,882	+5%	+$377K	0.84%	25
2023 Q4	$6.49M	Buy	38,162 +840	+2%	+$143K	0.74%	27
2023 Q3	$5.41M	Buy	37,322 +185	+0.5%	+$26.8K	0.7%	27
2023 Q2	$5.4M	Buy	37,137 +1,467	+4%	+$213K	0.69%	27
2023 Q1	$4.65M	Buy	35,670 +2,526	+8%	+$329K	0.64%	31
2022 Q4	$4.44M	Buy	33,144 +514	+2%	+$68.9K	0.71%	30
2022 Q3	$3.41M	Buy	32,630 +672	+2%	+$70.2K	0.62%	31
2022 Q2	$3.6M	Buy	31,958 +3,651	+13%	+$411K	0.65%	33
2022 Q1	$3.86M	Buy	28,307 +2,513	+10%	+$343K	0.68%	29
2021 Q4	$4.08M	Sell	25,794 -130	-0.5%	-$20.6K	0.78%	27
2021 Q3	$4.24M	Buy	25,924 +663	+3%	+$109K	0.98%	23
2021 Q2	$3.93M	Buy	25,261 +40	+0.2%	+$6.22K	0.96%	29
2021 Q1	$3.84M	Sell	25,221 -2,109	-8%	-$321K	1.11%	26
2020 Q4	$3.47M	Buy	27,330 +2,026	+8%	+$257K	1.19%	27
2020 Q3	$2.44M	Buy	25,304 +112	+0.4%	+$10.8K	0.99%	34
2020 Q2	$2.37M	Buy	25,192 +363	+1%	+$34.2K	1.07%	30
2020 Q1	$2.24M	Buy	24,829 +13,715	+123%	+$1.23M	1.43%	21
2019 Q4	$1.55M	Sell	11,114 -55	-0.5%	-$7.67K	0.98%	27
2019 Q3	$1.31M	Buy	11,169 +2,030	+22%	+$239K	0.91%	28
2019 Q2	$1.02M	Buy	9,139 +762	+9%	+$85.2K	0.76%	28
2019 Q1	$848K	Sell	8,377 -1,853	-18%	-$188K	0.66%	34
2018 Q4	$999K	Sell	10,230 -640	-6%	-$62.5K	0.86%	26
2018 Q3	$1.23M	Buy	10,870 +1,197	+12%	+$135K	1.05%	24
2018 Q2	$1.01M	Buy	9,673 +1	+0%	+$104	0.99%	25
2018 Q1	$1.06M	Buy	9,672 +47	+0.5%	+$5.17K	1.08%	23
2017 Q4	$1.03M	Buy	+9,625	New	+$1.03M	1.04%	26