A detailed history of Capital Planning LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Planning LLC holds 2,081 shares of JPM stock, worth $494,445. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,081
Previous 1,730 20.29%
Holding current value
$494,445
Previous $349,000 25.5%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Oct 16, 2024

BUY
$194.9 - $224.8 $68,409 - $78,904
351 Added 20.29%
2,081 $438,000
Q4 2023

Jan 22, 2024

SELL
$135.69 - $170.3 $2,035 - $2,554
-15 Reduced 0.86%
1,730 $294,000
Q2 2023

Jul 14, 2023

SELL
$127.47 - $145.44 $7,393 - $8,435
-58 Reduced 3.22%
1,745 $253,000
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $225,212 - $259,271
1,803 New
1,803 $234,000
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $4,729 - $5,708
42 Added 1.28%
3,319 $374,000
Q1 2022

Apr 22, 2022

SELL
$128.3 - $168.44 $4,362 - $5,726
-34 Reduced 1.03%
3,277 $447,000
Q2 2021

Jul 21, 2021

SELL
$147.37 - $166.44 $121,580 - $137,313
-825 Reduced 19.95%
3,311 $515,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $399,289 - $525,561
4,136 New
4,136 $526,000

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 $697B
  • 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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