JPMorgan Chase & Co. shares owned by Planned Solutions
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $739k | 2.3k | 315.43 |
| 2025-06-30 | $683k | 2.4k | 289.91 |
| 2025-03-31 | $575k | 2.3k | 245.30 |
| 2024-12-31 | $562k | 2.3k | 239.71 |
| 2024-09-30 | $494k | 2.3k | 210.86 |
| 2024-06-30 | $474k | 2.3k | 202.26 |
| 2024-03-31 | $469k | 2.3k | 200.30 |
| 2023-12-31 | $399k | 2.3k | 170.10 |
| 2023-09-30 | $340k | 2.3k | 145.02 |
| 2023-06-30 | $345k | 2.4k | 145.44 |
| 2023-03-31 | $309k | 2.4k | 130.31 |
| 2022-12-31 | $316k | 2.4k | 134.10 |
| 2022-09-30 | $230k | 2.2k | 104.45 |
| 2022-06-30 | $248k | 2.2k | 112.62 |
| 2022-03-31 | $281k | 2.1k | 136.54 |
| 2021-12-31 | $299k | 1.9k | 158.37 |
| 2021-06-30 | $294k | 1.9k | 155.72 |
| 2021-03-31 | $287k | 1.9k | 152.01 |
| 2020-12-31 | $131k | 1.0k | 127.43 |
| 2020-09-30 | $82k | 850 | 96.47 |