Consolidated Planning Corp Jpmorgan Chase & CO Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

A detailed history of Consolidated Planning Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Consolidated Planning Corp holds 57,612 shares of JPM stock, worth $13.7 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

57,612

Previous 55,517 3.77%

Holding current value

$13.7 Million

Previous $11.2 Million 8.15%

% of portfolio

2.01%

Previous 2.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$194.9 - $224.8 $408,315 - $470,956	2,095 Added 3.77%	57,612 $12.1 Million
Q2 2024 Aug 02, 2024	BUY	$180.08 - $204.79 $408,601 - $464,668	2,269 Added 4.26%	55,517 $11.2 Million
Q1 2024 May 02, 2024	BUY	$167.09 - $200.3 $367,932 - $441,060	2,202 Added 4.31%	53,248 $10.7 Million
Q4 2023 Feb 02, 2024	BUY	$135.69 - $170.3 $278,300 - $349,285	2,051 Added 4.19%	51,046 $8.68 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $1.41 Million - $1.55 Million	9,827 Added 25.09%	48,995 $7.11 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $466,030 - $531,728	3,656 Added 10.3%	39,168 $5.7 Million
Q1 2023 May 04, 2023	BUY	$124.91 - $143.8 $311,400 - $358,493	2,493 Added 7.55%	35,512 $4.63 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $169,559 - $229,227	1,663 Added 5.3%	33,019 $4.43 Million
Q3 2022 Nov 04, 2022	SELL	$20.73 - $120.58 $2,425 - $14,107	-117 Reduced 0.37%	31,356 $3.28 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $3.07 Million - $3.71 Million	27,287 Added 651.86%	31,473 $3.54 Million
Q1 2022 May 03, 2022	BUY	$128.3 - $168.44 $7,569 - $9,937	59 Added 1.43%	4,186 $571,000
Q3 2021 Nov 17, 2021	SELL	$146.97 - $166.98 $3,527 - $4,007	-24 Reduced 0.58%	4,127 $676,000
Q2 2021 Jul 26, 2021	BUY	$147.37 - $166.44 $2,505 - $2,829	17 Added 0.41%	4,151 $645,000
Q1 2021 May 05, 2021	SELL	$125.65 - $157.65 $24,250 - $30,426	-193 Reduced 4.46%	4,134 $629,000
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $119,516 - $157,312	1,238 Added 40.08%	4,327 $549,000
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $25,375 - $28,861	278 Added 9.89%	3,089 $297,000
Q2 2020 Aug 10, 2020	SELL	$84.03 - $113.45 $6,638 - $8,962	-79 Reduced 2.73%	2,811 $264,000
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $11,143 - $19,893	141 Added 5.13%	2,890 $260,000
Q4 2019 Apr 29, 2020	BUY	$111.82 - $139.4 $307,393 - $383,210	2,749 New	2,749 $383,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $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 ...

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Consolidated Planning Corp Jpmorgan Chase & CO Transaction History