A detailed history of Cfc Planning CO LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cfc Planning CO LLC holds 9,087 shares of JPM stock, worth $2.81 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
9,087
Previous 1,812 401.49%
Holding current value
$2.81 Million
Previous $526 Million 445.46%
% of portfolio
2.35%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$282.78 - $316.06 $2.06 Million - $2.3 Million
7,275 Added 401.49%
9,087 $2.87 Billion
Q2 2025

Aug 12, 2025

BUY
$210.28 - $289.91 $4,836 - $6,667
23 Added 1.29%
1,812 $526 Million
Q1 2025

Sep 23, 2025

SELL
$225.19 - $279.95 $5,179 - $6,438
-23 Reduced 1.27%
1,789 $439 Million
Q4 2024

Jan 30, 2025

BUY
$205.18 - $250.29 $367,067 - $447,768
1,789 New
1,789 $429 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 $908B
  • 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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