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Planning Capital Management Corp

SEC CIK
0002012016
Latest filing
Nov 6, 2024

JPM holding history

JPMorgan Chase & Co in every 13F filed by Planning Capital Management Corp, 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 2024 holdings

Shares (Q3 2024)
1,846
Value
$389.3K
% of portfolio
0.3%
Quarters held
4
Since Q4 2023
Holdings of JPM by Planning Capital Management Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20241,846$389.3K0.3%−1,086−37.0%ReducedHolders
Q2 20242,932$593.0K0.4%00.0%UnchangedHolders
Q1 20242,932$587.2K0.4%−992−25.3%ReducedHolders
Q4 20233,924$667.5K0.5%–No prior filingHolders