A detailed history of Wrenne Financial Planning LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 1,234 shares of JPM stock, worth $308,857. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,234
Previous 1,069 15.43%
Holding current value
$308,857
Previous $216 Million 20.34%
% of portfolio
0.16%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$194.9 - $224.8 $32,158 - $37,092
165 Added 15.43%
1,234 $260 Million
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $192,505 - $218,920
1,069 New
1,069 $216 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $734B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Wrenne Financial Planning LLC Portfolio

Follow Wrenne Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wrenne Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wrenne Financial Planning LLC with notifications on news.