Planned Solutions’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
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|
2025
Q1 | $575K | Hold |
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|
2024
Q4 | $562K | Hold |
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|
2024
Q3 | $494K | Hold |
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|
2024
Q2 | $474K | Hold |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $345K | Hold |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $131K | Buy |
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|
2020
Q3 | $82K | Buy |
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