Planning Directions’s JPMorgan Chase JPM Stock Holding History

Planning Directions’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
2025 Q3	$221K	Buy
2025 Q2	$202K	Sell
2025 Q1	$383K	Buy
2020 Q2	–	Sell
2020 Q1	$1.02M	Buy