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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Planning Center consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |