Creative Planning Jpmorgan Chase & CO Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Creative Planning holds 1,067,415 shares of JPM stock, worth $216 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,067,415

Previous 1,028,610 3.77%

Holding current value

$216 Million

Previous $175 Million 22.2%

% of portfolio

0.24%

Previous 0.21%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$167.09 - $200.3 $6.48 Million - $7.77 Million	38,805 Added 3.77%	1,067,415 $214 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $16.2 Million - $20.3 Million	-119,086 Reduced 10.38%	1,028,610 $175 Million
Q3 2023 Nov 16, 2023	BUY	$143.21 - $158.0 $20.5 Million - $22.6 Million	142,916 Added 14.22%	1,147,696 $166 Million
Q2 2023 Jul 21, 2023	BUY	$127.47 - $145.44 $5.49 Million - $6.26 Million	43,068 Added 4.48%	1,004,780 $146 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $1.94 Million - $2.23 Million	-15,513 Reduced 1.59%	961,712 $125 Million

Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $10.4 Million - $14 Million	101,746 Added 11.62%	977,225 $131 Million
Q3 2022 Nov 03, 2022	SELL	$20.73 - $120.58 $1.59 Million - $9.24 Million	-76,633 Reduced 8.05%	875,479 $91.5 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $23.3 Million - $28.2 Million	207,141 Added 27.81%	952,112 $107 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $21.6 Million - $28.4 Million	168,682 Added 29.27%	744,971 $102 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $82,050 - $91,558	533 Added 0.09%	576,289 $91.3 Million
Q3 2021 Nov 10, 2021	SELL	$146.97 - $166.98 $1.37 Million - $1.55 Million	-9,291 Reduced 1.59%	575,756 $94.2 Million
Q2 2021 Aug 04, 2021	SELL	$147.37 - $166.44 $2.97 Million - $3.36 Million	-20,174 Reduced 3.33%	585,047 $91 Million
Q1 2021 Apr 30, 2021	BUY	$125.65 - $157.65 $1.38 Million - $1.74 Million	11,019 Added 1.85%	605,221 $92.1 Million
Q4 2020 Jan 29, 2021	BUY	$96.54 - $127.07 $2.18 Million - $2.87 Million	22,564 Added 3.95%	594,202 $75.5 Million
Q3 2020 Nov 05, 2020	BUY	$91.28 - $103.82 $1.85 Million - $2.11 Million	20,297 Added 3.68%	571,638 $55 Million
Q2 2020 Jul 23, 2020	BUY	$84.03 - $113.45 $2.19 Million - $2.95 Million	26,037 Added 4.96%	551,341 $51.9 Million
Q1 2020 May 05, 2020	SELL	$79.03 - $141.09 $911,136 - $1.63 Million	-11,529 Reduced 2.15%	525,304 $47.3 Million
Q4 2019 Jan 30, 2020	SELL	$111.82 - $139.4 $852,180 - $1.06 Million	-7,621 Reduced 1.4%	536,833 $74.8 Million
Q3 2019 Nov 01, 2019	SELL	$104.8 - $120.23 $1.07 Million - $1.23 Million	-10,210 Reduced 1.84%	544,454 $64.1 Million
Q2 2019 Jul 26, 2019	BUY	$104.64 - $116.12 $4.52 Million - $5.02 Million	43,209 Added 8.45%	554,664 $62 Million
Q1 2019 Apr 24, 2019	BUY	$97.11 - $107.19 $680,352 - $750,973	7,006 Added 1.39%	511,455 $51.8 Million
Q4 2018 Feb 01, 2019	BUY	$92.14 - $115.32 $1.62 Million - $2.03 Million	17,584 Added 3.61%	504,449 $49.2 Million
Q3 2018 Oct 25, 2018	SELL	$103.61 - $118.63 $166,708 - $190,875	-1,609 Reduced 0.33%	486,865 $54.9 Million
Q2 2018 Jul 20, 2018	BUY	$103.24 - $114.29 $3.81 Million - $4.21 Million	36,874 Added 8.17%	488,474 $50.9 Million
Q1 2018 Apr 18, 2018	BUY	$107.01 - $118.77 $2.25 Million - $2.5 Million	21,007 Added 4.88%	451,600 $49.7 Million
Q4 2017 Jan 17, 2018	BUY	$95.86 - $107.83 $1.12 Million - $1.26 Million	11,652 Added 2.78%	430,593 $46 Million
Q3 2017 Oct 17, 2017	BUY	$88.42 - $95.51 $37 Million - $40 Million	418,941	418,941 $40 Million

Others Institutions Holding JPM

# of Institutions

4,418

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 $593B
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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Creative Planning Jpmorgan Chase & CO Transaction History