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Planning Capital Management Corporation’s JPMorgan Chase JPM Stock Holding History

Planning Capital Management Corporation’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$389K Sell
1,846
-1,086
-37% -$229K 0.26% 57
2024
Q2 		$593K Hold
2,932
– – 0.42% 44
2024
Q1 		$587K Sell
2,932
-992
-25% -$179K 0.43% 41
2023
Q4 		$668K Buy
+3,924
New +$595K 0.52% 37

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Planning Capital Management Corporation's JPM Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its JPMorgan Chase (JPM) stake by 37% in Q3 2024, selling an estimated $229K and leaving 1,846 shares worth $389K. The position accounts for 0.26% of the portfolio, ranked #57.

Planning Capital Management Corporation first reported a position in JPM in Q4 2023 and has held it in 4 quarters since. The position peaked at $668K in Q4 2023. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Planning Capital Management Corporation held 1,846 shares of JPMorgan Chase worth $389K as of Q3 2024.
  • Planning Capital Management Corporation sold 1,086 JPMorgan Chase shares in Q3 2024, an estimated $229K.
  • JPMorgan Chase made up 0.26% of Planning Capital Management Corporation's portfolio in Q3 2024, its #57 holding.
  • Planning Capital Management Corporation first reported a position in JPMorgan Chase in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's JPMorgan Chase position peaked at $668K in Q4 2023.
  • 4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.