JPMorgan Chase & Co. shares owned by Plan Group Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 6.3k | 315.41 |
| 2025-06-30 | $1.6M | 5.4k | 289.92 |
| 2025-03-31 | $1.2M | 4.9k | 245.32 |
| 2024-12-31 | $467k | 1.9k | 239.70 |
| 2024-09-30 | $395k | 1.9k | 210.82 |
| 2024-06-30 | $210k | 1.0k | 202.26 |
| 2023-06-30 | $527k | 3.6k | 146.33 |