Planning Center Inc’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 | $1.07M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $941K | Buy |
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|
2024
Q1 | $930K | Buy |
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|
2023
Q4 | $765K | Buy |
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $667K | Buy |
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|
2023
Q1 | $577K | Buy |
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|
2022
Q4 | $599K | Buy |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $665K | Buy |
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