Ownership history in WealthPLAN Partners, LLC · 39 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in J P Morgan Chase and Company (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 | 22,375 | -953 | -4.1% | 1.08% | $7.2M | $320.77 |
| 2025 Q3 | ADDED | 23,328 | +1,133 | +5.1% | 1.10% | $7.4M | $312.49 |
| 2025 Q2 | REDUCED | 22,195 | -3,052 | -12.1% | 1.04% | $6.4M | $285.83 |
| 2025 Q1 | REDUCED | 25,247 | -230 | -0.9% | 0.87% | $6.2M | $240.37 |
| 2024 Q4 | REDUCED | 25,477 | -1,844 | -6.7% | 0.87% | $6.1M | $233.69 |
| 2024 Q3 | REDUCED | 27,321 | -3,922 | -12.6% | 0.77% | $5.8M | $204.31 |
| 2024 Q2 | REDUCED | 31,243 | -204 | -0.6% | 0.68% | $6.3M | $194.90 |
| 2024 Q1 | REDUCED | 31,447 | -1,745 | -5.3% | 0.65% | $6.3M | $191.89 |
| 2023 Q4 | ADDED | 33,192 | +1,331 | +4.2% | 0.58% | $5.6M | $161.96 |
| 2023 Q3 | ADDED | 31,861 | +9,160 | +40.4% | 0.54% | $4.6M | $137.07 |
As of 2025 Q4 — sorted by position size