PDS Planning, Inc

Position in JPM — Jpmorgan Chase & Co

CIK 838618 DUBLIN, OH

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$16,240,150

+$1,764,243 QoQ

Shares Held

49,614

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#1,124

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. JPM ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	49,614	$16,240,150
2	BAC	Bank Of America Corp /De/	31,074	$1,770,596
3	HSBC	Hsbc Holdings PLC	17,023	$1,618,717
4	C	Citigroup Inc	8,618	$1,206,175
5	SMFG	Sumitomo Mitsui Financial Group, Inc.	50,641	$1,194,114
6	WFC	Wells Fargo & Company/Mn	14,211	$1,174,397
7	RY	Royal Bank Of Canada	5,618	$1,162,757
8	UBS	UBS Group AG	20,470	$1,014,493

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,240,150	49,614	+0.8%	Shares	Sole	2026-08-05
2026-03-31	$14,475,907	49,211	-0.3%	Shares	Sole	2026-04-22
2025-12-31	$15,908,323	49,371	-2.5%	Shares	Sole	2026-01-26
2025-09-30	$15,977,475	50,653	-2.4%	Shares	Sole	2025-10-21
2025-06-30	$15,053,286	51,924	+8.9%	Shares	Sole	2025-07-24
2025-03-31	$11,690,752	47,659	+2.4%	Shares	Sole	2025-04-24
2024-12-31	$11,161,856	46,564	+14.3%	Shares	Sole	2025-02-10
2024-09-30	$8,588,327	40,730	-2.0%	Shares	Sole	2024-10-30
2024-06-30	$8,402,487	41,543	+3.7%	Shares	Sole	2024-08-08
2024-03-31	$8,020,813	40,044	+4.9%	Shares	Sole	2024-05-01
2023-12-31	$6,491,356	38,162	+2.3%	Shares	Sole	2024-02-01
2023-09-30	$5,412,436	37,322	+0.5%	Shares	Sole	2023-10-23
2023-06-30	$5,401,205	37,137	+4.1%	Shares	Sole	2023-07-21
2023-03-31	$4,648,157	35,670	+7.6%	Shares	Sole	2023-05-02
2022-12-31	$4,444,610	33,144	+1.6%	Shares	Sole	2023-01-27
2022-09-30	$3,409,835	32,630	+2.1%	Shares	Sole	2022-11-02
2022-06-30	$3,598,790	31,958	+12.9%	Shares	Sole	2022-07-15
2022-03-31	$3,858,810	28,307	+9.7%	Shares	Sole	2022-04-18
2021-12-31	$4,084,479	25,794	-0.5%	Shares	Sole	2022-01-25
2021-09-30	$4,243,499	25,924	+2.6%	Shares	Sole	2021-10-22
2021-06-30	$3,929,095	25,261	+0.2%	Shares	Sole	2021-07-26
2021-03-31	$3,839,392	25,221	-7.7%	Shares	Sole	2021-04-20
2020-12-31	$3,472,823	27,330	+8.0%	Shares	Sole	2021-01-21
2020-09-30	$2,436,016	25,304	+0.4%	Shares	Sole	2020-10-19
2020-06-30	$2,369,559	25,192	+1.5%	Shares	Sole	2020-08-11
2020-03-31	$2,235,354	24,829	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.