Plan Group Financial’s JPMorgan Chase JPM Stock Holding History

Plan Group Financial’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.99M	Buy
2025 Q2	$1.56M	Buy
2025 Q1	$1.2M	Buy
2024 Q4	$467K	Buy
2024 Q3	$395K	Buy
2024 Q2	$210K	Buy
2023 Q3	–	Sell
2023 Q2	$527K	Buy