Obsidian Personal Planning Solutions LLC
- SEC CIK
- 0001909128
- Latest filing
- Nov 13, 2025
JPM holding history
JPMorgan Chase & Co in every 13F filed by Obsidian Personal Planning Solutions LLC, 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 Q3 2025 holdings
- Shares (Q3 2025)
- 2,575
- Value
- $801.1K
- % of portfolio
- 0.3%
- Quarters held
- 12
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 2,575 | $801.1K | 0.3% | +35+1.4% | Added | Holders |
| Q2 2025 | 2,540 | $736.4K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2025 | 2,540 | $621.3K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2024 | 2,540 | $678.9K | 0.3% | −42−1.6% | Reduced | Holders |
| Q3 2024 | 2,582 | $573.1K | 0.3% | −3−0.1% | Reduced | Holders |
| Q2 2024 | 2,585 | $522.8K | 0.3% | +33+1.3% | Added | Holders |
| Q1 2024 | 2,552 | $489.3K | 0.3% | +558+28.0% | Added | Holders |
| Q4 2023 | 1,994 | $339.2K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2023 | 1,994 | $289.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,994 | $290.1K | 0.4% | −60−2.9% | Reduced | Holders |
| Q1 2023 | 2,054 | $267.7K | 0.4% | 00.0% | Unchanged | Holders |
| Q4 2022 | 2,054 | $275.0K | 0.4% | +2,054 | New | Holders |