Planning Directions’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Sell	698 -862	-55%	-$250K	0.11%	85
2025 Q1	$383K	Buy	+1,560	New	+$383K	0.16%	77
2020 Q2	–	Sell	-11,366	Closed	-$1.02M	–	82
2020 Q1	$1.02M	Buy	+11,366	New	+$1.02M	1.44%	19