Planned Solutions, Inc. JPIE holdings history
JPMORGAN INCOME ETF · CUSIP 46641Q159 · CIK 1831332
As of 2026-06-30, Planned Solutions, Inc. reported 544.01K JPIE (shares), valued at $25.05M, or 7.21% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 2.05%; reported value increased 2.01%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.21% | 544,008 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 8.11% | 533,069 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 7.78% | 519,501 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 8.01% | 497,668 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 8.42% | 473,539 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 9.00% | 476,001 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 8.62% | 461,898 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 5.91% | 313,172 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 6.74% | 301,768 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 6.63% | 296,751 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 6.32% | 295,889 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 7.85% | 293,916 | SEC filing ↗Filed Feb 7, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.85% | 293,916 | $13.05M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 7, 2024 |
| Q4 2023 | 6.32% | 295,889 | $13.50M | Shares increased 0.67%; reported value increased 3.41%, and weight changed -1.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 6.63% | 296,751 | $13.52M | Shares increased 0.29%; reported value increased 0.18%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 6.74% | 301,768 | $13.72M | Shares increased 1.69%; reported value increased 1.47%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 5.91% | 313,172 | $14.53M | Shares increased 3.78%; reported value increased 5.90%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 8.62% | 461,898 | $21.07M | Shares increased 47.49%; reported value increased 45.04%, and weight changed +2.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 9.00% | 476,001 | $21.93M | Shares increased 3.05%; reported value increased 4.07%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 8.42% | 473,539 | $21.93M | Shares decreased 0.52%; reported value increased 0.02%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 8.01% | 497,668 | $23.10M | Shares increased 5.10%; reported value increased 5.30%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 7.78% | 519,501 | $24.05M | Shares increased 4.39%; reported value increased 4.12%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 8.11% | 533,069 | $24.56M | Shares increased 2.61%; reported value increased 2.12%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 7.21% | 544,008 | $25.05M | Shares increased 2.05%; reported value increased 2.01%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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