PS
Planned Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
2,357
+14
| +0.6% | +$4.06K | 0.26% | 46 |
|
|
2025
Q1 | $575K | Hold |
2,343
| – | – | 0.23% | 54 |
|
|
2024
Q4 | $562K | Hold |
2,343
| – | – | 0.23% | 51 |
|
|
2024
Q3 | $494K | Hold |
2,343
| – | – | 0.2% | 49 |
|
|
2024
Q2 | $474K | Hold |
2,343
| – | – | 0.23% | 48 |
|
|
2024
Q1 | $469K | Hold |
2,343
| – | – | 0.23% | 47 |
|
|
2023
Q4 | $399K | Hold |
2,343
| – | – | 0.19% | 54 |
|
|
2023
Q3 | $340K | Sell |
2,343
-30
| -1% | -$4.35K | 0.2% | 53 |
|
|
2023
Q2 | $345K | Hold |
2,373
| – | – | 0.2% | 49 |
|
|
2023
Q1 | $309K | Buy |
2,373
+15
| +0.6% | +$1.96K | 0.2% | 53 |
|
|
2022
Q4 | $316K | Buy |
2,358
+156
| +7% | +$20.9K | 0.23% | 45 |
|
|
2022
Q3 | $230K | Hold |
2,202
| – | – | 0.19% | 55 |
|
|
2022
Q2 | $248K | Buy |
2,202
+144
| +7% | +$16.2K | 0.23% | 48 |
|
|
2022
Q1 | $281K | Buy |
2,058
+170
| +9% | +$23.2K | 0.2% | 56 |
|
|
2021
Q4 | $299K | Buy |
+1,888
| New | +$299K | 0.2% | 57 |
|
|
2021
Q2 | $294K | Hold |
1,888
| – | – | 0.2% | 50 |
|
|
2021
Q1 | $287K | Buy |
1,888
+860
| +84% | +$131K | 0.22% | 48 |
|
|
2020
Q4 | $131K | Buy |
1,028
+178
| +21% | +$22.7K | 0.1% | 79 |
|
|
2020
Q3 | $82K | Buy |
+850
| New | +$82K | 0.08% | 96 |
|