JPMorgan Chase & Co. shares owned by Planning Center
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Planning Center
from 13F filings
Historical chart of Planning Center investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.7k | 315.47 |
| 2025-06-30 | $1.1M | 3.7k | 289.91 |
| 2025-03-31 | $1.1M | 4.6k | 245.29 |
| 2024-12-31 | $1.1M | 4.6k | 239.71 |
| 2024-09-30 | $1.0M | 4.9k | 210.88 |
| 2024-06-30 | $941k | 4.7k | 202.28 |
| 2024-03-31 | $930k | 4.6k | 200.31 |
| 2023-12-31 | $765k | 4.5k | 170.10 |
| 2023-09-30 | $650k | 4.5k | 145.02 |
| 2023-06-30 | $667k | 4.6k | 145.45 |
| 2023-03-31 | $577k | 4.5k | 129.00 |
| 2022-12-31 | $599k | 4.5k | 134.11 |
| 2022-09-30 | $454k | 4.4k | 102.05 |
| 2022-06-30 | $498k | 4.4k | 111.96 |
| 2022-03-31 | $602k | 4.4k | 136.38 |
| 2021-12-31 | $665k | 4.4k | 149.94 |