Back to JPM-PM
Planned Solutions, Inc. → JPM-PM
Planned Solutions, Inc. JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$29.3M
Q3 2026
Peak value
$29.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $739K |
| Q3 2025 | $23.1M |
| Q4 2025 | $881K |
| Q4 2025 | $24M |
| Q1 2026 | $804K |
| Q1 2026 | $24.6M |
| Q2 2026 | $931K |
| Q2 2026 | $25.1M |
| Q3 2026 | $936K |
| Q3 2026 | $29.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29.3M | 653.5K | — | — |
| Q3 2026 | $936K | 2.8K | — | — |
| Q2 2026 | $25.1M | 544.0K | — | — |
| Q2 2026 | $931K | 2.8K | — | — |
| Q1 2026 | $24.6M | 533.1K | — | — |
| Q1 2026 | $804K | 2.7K | — | — |
| Q4 2025 | $24M | 519.5K | — | — |
| Q4 2025 | $881K | 2.7K | — | — |
| Q3 2025 | $23.1M | 497.7K | — | — |
| Q3 2025 | $739K | 2.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Planned Solutions, Inc. positions
ETHA
$39.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$36.3MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.5MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SCHW-PJ
$32.2MSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
HODL
$30.2MVANECK MORNINGSTAR WIDE MOAT ETF
SCHW-PJ
$30.2MSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
HODL
$30MVANECK MORNINGSTAR WIDE MOAT ETF