PSG
JPM icon

Planning Solutions Group’s JPMorgan Chase JPM Stock Holding History

Planning Solutions Group’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
2019
Q2 		$935K Buy
8,359
+95
+1% +$10.5K 0.48% 41
2019
Q1 		$836K Buy
8,264
+2
+0% +$206 0.45% 43
2018
Q4 		$806K Buy
+8,262
New +$880K 0.49% 42

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Solutions Group's JPM Position: Q2 2019 in Review

Planning Solutions Group increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2019, buying an estimated $10.5K and bringing the position to 8,359 shares worth $935K. The position accounts for 0.48% of the portfolio, ranked #41.

Planning Solutions Group first reported a position in JPM in Q4 2018 and has held it in 3 quarters since. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Planning Solutions Group held 8,359 shares of JPMorgan Chase worth $935K as of Q2 2019.
  • Planning Solutions Group bought 95 JPMorgan Chase shares in Q2 2019, an estimated $10.5K.
  • JPMorgan Chase made up 0.48% of Planning Solutions Group's portfolio in Q2 2019, its #41 holding.
  • Planning Solutions Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 3 quarters since.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.