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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	-$199K	0.43%	41
2023 Q4	$668K	Buy	+3,924	New	+$668K	0.52%	37