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Jp Morgan 5.75 prd shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Jp Morgan 5.75 prd (JPM.PD) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Jp Morgan 5.75 prd

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All positions including Jp Morgan 5.75 prd held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan 5.75 prd by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9k 115 24.85
2025-06-30 $2.8k 115 24.57
2025-03-31 $2.8k 115 24.58
2024-12-31 $2.9k 115 25.17

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Top funds holding Jp Morgan 5.75 prd

Steigerwald, Gordon & Koch
ORG Partners
Mathes Company
Nbc Securities
Old Point Trust & Financial Services N A
Thompson Investment Management
United Community Bank
Comprehensive Financial Planning

View all funds holding Jp Morgan 5.75 prd