JPMorgan Chase & Co. shares owned by Planning Alternatives
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $905k | 2.9k | 315.43 |
| 2025-06-30 | $740k | 2.6k | 289.91 |
| 2025-03-31 | $239k | 976 | 245.30 |
| 2024-12-31 | $234k | 976 | 239.71 |
| 2024-09-30 | $206k | 976 | 210.86 |
| 2024-06-30 | $204k | 1.0k | 202.26 |
| 2023-12-31 | $217k | 1.3k | 170.10 |