Asset Planning Services Inc Jpmorgan Chase & CO Transaction History

Asset Planning Services Inc

$179 Million
Q1 2024

A detailed history of Asset Planning Services Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Asset Planning Services Inc holds 43,577 shares of JPM stock, worth $9.1 Million. This represents 4.88% of its overall portfolio holdings.

Number of Shares

43,577

Previous 44,142 1.28%

Holding current value

$9.1 Million

Previous $7.51 Million 16.23%

% of portfolio

4.88%

Previous 4.57%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$167.09 - $200.3 $94,405 - $113,169	-565 Reduced 1.28%	43,577 $8.73 Million
Q4 2023 Jan 16, 2024	SELL	$135.69 - $170.3 $82,770 - $103,883	-610 Reduced 1.36%	44,142 $7.51 Million
Q3 2023 Oct 19, 2023	BUY	$143.21 - $158.0 $15,753 - $17,380	110 Added 0.25%	44,752 $6.49 Million
Q2 2023 Jul 21, 2023	SELL	$127.47 - $145.44 $41,427 - $47,268	-325 Reduced 0.72%	44,642 $6.49 Million
Q1 2023 Apr 21, 2023	SELL	$124.91 - $143.8 $207,975 - $239,427	-1,665 Reduced 3.57%	44,967 $5.86 Million

Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $10,196 - $13,784	100 Added 0.21%	46,632 $6.25 Million
Q3 2022 Oct 19, 2022	SELL	$20.73 - $120.58 $2,073 - $12,058	-100 Reduced 0.21%	46,532 $4.86 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $53,489 - $64,557	475 Added 1.03%	46,632 $5.25 Million
Q1 2022 Apr 22, 2022	BUY	$128.3 - $168.44 $192,450 - $252,660	1,500 Added 3.36%	46,157 $6.29 Million
Q4 2021 Jan 18, 2022	SELL	$153.94 - $171.78 $169,334 - $188,958	-1,100 Reduced 2.4%	44,657 $7.07 Million
Q2 2021 Jul 19, 2021	SELL	$147.37 - $166.44 $51,579 - $58,254	-350 Reduced 0.76%	45,757 $7.12 Million
Q1 2021 Apr 20, 2021	SELL	$125.65 - $157.65 $12,565 - $15,765	-100 Reduced 0.22%	46,107 $7.02 Million
Q4 2020 Jan 13, 2021	SELL	$96.54 - $127.07 $7,240 - $9,530	-75 Reduced 0.16%	46,207 $5.87 Million
Q3 2020 Oct 13, 2020	BUY	$91.28 - $103.82 $100,408 - $114,201	1,100 Added 2.43%	46,282 $4.46 Million
Q2 2020 Jul 14, 2020	BUY	$84.03 - $113.45 $18,906 - $25,526	225 Added 0.5%	45,182 $4.25 Million
Q1 2020 Apr 16, 2020	BUY	$79.03 - $141.09 $41,490 - $74,072	525 Added 1.18%	44,957 $4.05 Million
Q4 2019 Jan 21, 2020	BUY	$111.82 - $139.4 $192,889 - $240,465	1,725 Added 4.04%	44,432 $6.19 Million
Q3 2019 Oct 22, 2019	BUY	$104.8 - $120.23 $157,200 - $180,345	1,500 Added 3.64%	42,707 $5.03 Million
Q2 2019 Jul 25, 2019	BUY	$104.64 - $116.12 $204,048 - $226,434	1,950 Added 4.97%	41,207 $4.61 Million
Q1 2019 Apr 30, 2019	BUY	$97.11 - $107.19 $3.37 Million - $3.72 Million	34,725 Added 766.22%	39,257 $3.97 Million
Q4 2018 Jan 24, 2019	SELL	$92.14 - $115.32 $417,578 - $522,630	-4,532 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	4,532	4,532 $414,000

Others Institutions Holding JPM

# of Institutions

4,421

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $613B
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 ...

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Asset Planning Services Inc Jpmorgan Chase & CO Transaction History