A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 1,884 shares of JPM stock, worth $452,160. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,884
Previous 1,874 0.53%
Holding current value
$452,160
Previous $379 Million 4.82%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Oct 09, 2024

BUY
$194.9 - $224.8 $1,949 - $2,248
10 Added 0.53%
1,884 $397 Million
Q2 2024

Oct 03, 2024

BUY
$180.08 - $204.79 $180 - $204
1 Added 0.05%
1,874 $379 Million
Q1 2024

Oct 03, 2024

BUY
$167.09 - $200.3 $111,783 - $134,000
669 Added 55.56%
1,873 $375 Million
Q4 2023

Oct 03, 2024

BUY
$135.69 - $170.3 $163,370 - $205,041
1,204 New
1,204 $205 Million
Q4 2022

Oct 03, 2024

SELL
$101.96 - $137.84 $183,120 - $247,560
-1,796 Closed
0 $0
Q4 2021

Oct 03, 2024

BUY
$153.94 - $171.78 $276,476 - $308,516
1,796 New
1,796 $284 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 $704B
  • 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
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