JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,733 Value ($000) $881 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,343 Value ($000) $739 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,357 Value ($000) $683 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,343 Value ($000) $575 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,343 Value ($000) $562 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,343 Value ($000) $494 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,343 Value ($000) $474 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,343 Value ($000) $469 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,343 Value ($000) $399 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,343 Value ($000) $340 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,373 Value ($000) $345 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,373 Value ($000) $309 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 2,358 Value ($000) $316 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 2,202 Value ($000) $230 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 2,202 Value ($000) $248 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 2,058 Value ($000) $281 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,888 Value ($000) $299 Avg Close $147.83 Range $136.71 - $155.72
Q2 2021
Shares 1,888 Value ($000) $294 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 1,888 Value ($000) $287 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 1,028 Value ($000) $131 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 850 Value ($000) $82 Avg Close $85.44 Range $79.00 - $92.62