PCI
Planning Center Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,674
-946
| -20% | -$274K | 0.12% | 31 |
|
|
2025
Q1 | $1.13M | Sell |
4,620
-11
| -0.2% | -$2.7K | 0.13% | 28 |
|
|
2024
Q4 | $1.11M | Sell |
4,631
-232
| -5% | -$55.6K | 0.14% | 28 |
|
|
2024
Q3 | $1.03M | Buy |
4,863
+210
| +5% | +$44.3K | 0.13% | 31 |
|
|
2024
Q2 | $941K | Buy |
4,653
+11
| +0.2% | +$2.23K | 0.12% | 31 |
|
|
2024
Q1 | $930K | Buy |
4,642
+144
| +3% | +$28.8K | 0.2% | 28 |
|
|
2023
Q4 | $765K | Buy |
4,498
+14
| +0.3% | +$2.38K | 0.18% | 30 |
|
|
2023
Q3 | $650K | Sell |
4,484
-100
| -2% | -$14.5K | 0.17% | 31 |
|
|
2023
Q2 | $667K | Buy |
4,584
+108
| +2% | +$15.7K | 0.17% | 31 |
|
|
2023
Q1 | $577K | Buy |
4,476
+13
| +0.3% | +$1.68K | 0.16% | 29 |
|
|
2022
Q4 | $599K | Buy |
4,463
+14
| +0.3% | +$1.88K | 0.18% | 30 |
|
|
2022
Q3 | $454K | Buy |
4,449
+1
| +0% | +$102 | 0.36% | 19 |
|
|
2022
Q2 | $498K | Buy |
4,448
+34
| +0.8% | +$3.81K | 0.39% | 20 |
|
|
2022
Q1 | $602K | Sell |
4,414
-21
| -0.5% | -$2.86K | 1.73% | 13 |
|
|
2021
Q4 | $665K | Buy |
+4,435
| New | +$665K | 0.53% | 18 |
|