A detailed history of Briaud Financial Planning, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 704 shares of JPM stock, worth $194,719. This represents 0.07% of its overall portfolio holdings.

Number of Shares
704
Previous 199 253.77%
Holding current value
$194,719
Previous $42,000 300.0%
% of portfolio
0.07%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$205.18 - $250.29 $103,615 - $126,396
505 Added 253.77%
704 $168,000
Q2 2024

Jul 26, 2024

SELL
$180.08 - $204.79 $180 - $204
-1 Reduced 0.5%
199 $40,000
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $33,418 - $40,060
200 New
200 $41,000
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $39,669 - $43,766
277 New
277 $40,000

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 $811B
  • 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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