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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Planned Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
2,843
Value
$930.6K
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of JPM by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,843$930.6K0.3%+110+4.0%AddedHolders
Q1 20262,733$803.9K0.3%00.0%UnchangedHolders
Q4 20252,733$880.6K0.3%+390+16.6%AddedHolders
Q3 20252,343$739.1K0.3%−14−0.6%ReducedHolders
Q2 20252,357$683.3K0.3%+14+0.6%AddedHolders
Q1 20252,343$574.7K0.2%00.0%UnchangedHolders
Q4 20242,343$561.6K0.2%00.0%UnchangedHolders
Q3 20242,343$494.0K0.2%00.0%UnchangedHolders
Q2 20242,343$473.9K0.2%00.0%UnchangedHolders
Q1 20242,343$469.3K0.2%00.0%UnchangedHolders
Q4 20232,343$398.5K0.2%00.0%UnchangedHolders
Q3 20232,343$339.8K0.2%−30−1.3%ReducedHolders
Q2 20232,373$345.1K0.2%00.0%UnchangedHolders
Q1 20232,373$309.2K0.2%+15+0.6%AddedHolders
Q4 20222,358$316.2K0.2%+156+7.1%AddedHolders
Q3 20222,202$230.0K0.2%00.0%UnchangedHolders
Q2 20222,202$248.0K0.2%+144+7.0%AddedHolders
Q1 20222,058$281.0K0.2%+170+9.0%AddedHolders
Q4 20211,888$299.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20211,888$294.0K0.2%00.0%UnchangedHolders
Q1 20211,888$287.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.