Creative Planning Jpmorgan Chase & CO Call Options Transaction History

Creative Planning

6 transactions

Quarter	Operation	Price Per call	calls change	calls Held
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $37,473 - $43,140	300 New	300 $39,000
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $213,959 - $258,229	-1,900 Reduced 95.0%	100 $2,000
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $192,450 - $252,660	1,500 Added 300.0%	2,000 $47,000
Q1 2019 Apr 24, 2019	SELL	$97.11 - $107.19 $48,555 - $53,595	-500 Reduced 50.0%	500 $0
Q3 2018 Oct 25, 2018	BUY	$103.61 - $118.63 $41,444 - $47,452	400 Added 66.67%	1,000 $2,000

Q2 2018 Jul 20, 2018	BUY	$103.24 - $114.29 $61,944 - $68,574	600 New	600 $1,000

4,418

1.98B

35.5M

32.6M

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 ...

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

Stay updated on Creative Planning with notifications on news.