Ownership history in PDS Planning, Inc · 33 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 49,371 | -1,282 | -2.5% | 1.06% | $15.9M | $320.77 |
| 2025 Q3 | REDUCED | 50,653 | -1,271 | -2.4% | 1.11% | $16.0M | $312.49 |
| 2025 Q2 | ADDED | 51,924 | +4,265 | +8.9% | 1.12% | $15.1M | $285.83 |
| 2025 Q1 | ADDED | 47,659 | +1,095 | +2.4% | 0.99% | $11.7M | $240.37 |
| 2024 Q4 | ADDED | 46,564 | +5,834 | +14.3% | 0.99% | $11.2M | $233.69 |
| 2024 Q3 | REDUCED | 40,730 | -813 | -2.0% | 0.77% | $8.6M | $204.31 |
| 2024 Q2 | ADDED | 41,543 | +1,499 | +3.7% | 0.85% | $8.4M | $194.90 |
| 2024 Q1 | ADDED | 40,044 | +1,882 | +4.9% | 0.84% | $8.0M | $191.89 |
| 2023 Q4 | ADDED | 38,162 | +840 | +2.3% | 0.74% | $6.5M | $161.96 |
| 2023 Q3 | ADDED | 37,322 | +185 | +0.5% | 0.70% | $5.4M | $137.07 |
As of 2025 Q4 — sorted by position size