Ownership history in Planned Solutions, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in JPMORGAN INCOME ETF (JPIE). 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 | ADDED | 519,501 | +21,833 | +4.4% | 7.71% | $24.0M | $45.88 |
| 2025 Q3 | ADDED | 497,668 | +24,129 | +5.1% | 7.94% | $23.1M | $45.14 |
| 2025 Q2 | REDUCED | 473,539 | -2,462 | -0.5% | 8.34% | $21.9M | $44.41 |
| 2025 Q1 | ADDED | 476,001 | +14,103 | +3.1% | 8.88% | $21.9M | $43.56 |
| 2024 Q4 | ADDED | 461,898 | +148,726 | +47.5% | 8.50% | $21.1M | $42.72 |
| 2024 Q3 | ADDED | 313,172 | +11,404 | +3.8% | 5.83% | $14.5M | $42.59 |
| 2024 Q2 | ADDED | 301,768 | +5,017 | +1.7% | 6.64% | $13.7M | $41.10 |
| 2024 Q1 | ADDED | 296,751 | +2,835 | +1.0% | 6.63% | $13.5M | $40.56 |
| 2023 Q4 | ADDED | 293,916 | +7,913 | +2.8% | 7.85% | $13.0M | $40.18 |
| 2023 Q2 | ADDED | 286,003 | +8,996 | +3.2% | 7.64% | $12.9M | $38.45 |
As of 2025 Q4 — sorted by position size