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Planning Solutions Group’s JPMorgan Chase JPM Stock Holding History

Planning Solutions Group’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$935K Buy
8,359
+95
+1% +$10.6K 0.48% 41
2019
Q1 		$836K Buy
8,264
+2
+0% +$202 0.45% 43
2018
Q4 		$806K Buy
+8,262
New +$806K 0.49% 42