J P MORGAN EXCHANGE TRADED F

Ticker: JPIE CUSIP: 46641Q159 Class: Com

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

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

Q4 2025
Shares 519,501 Value ($000) $24,048 Avg Close — Range —
Q3 2025
Shares 497,668 Value ($000) $23,097 Avg Close — Range —
Q2 2025
Shares 473,539 Value ($000) $21,934 Avg Close — Range —
Q1 2025
Shares 476,001 Value ($000) $21,929 Avg Close — Range —
Q4 2024
Shares 461,898 Value ($000) $21,072 Avg Close — Range —
Q3 2024
Shares 313,172 Value ($000) $14,528 Avg Close — Range —
Q2 2024
Shares 301,768 Value ($000) $13,718 Avg Close — Range —
Q1 2024
Shares 296,751 Value ($000) $13,520 Avg Close — Range —
Q4 2023
Shares 295,889 Value ($000) $13,495 Avg Close — Range —
Q3 2023
Shares 293,916 Value ($000) $13,050 Avg Close — Range —
Q2 2023
Shares 286,003 Value ($000) $12,927 Avg Close — Range —
Q1 2023
Shares 277,007 Value ($000) $12,680 Avg Close — Range —
Q4 2022
Shares 263,500 Value ($000) $11,889 Avg Close — Range —