Defined Financial Planning LLC Jpmorgan Chase & CO Transaction History
Defined Financial Planning LLC
- $113 Billion
- Q2 2025
A detailed history of Defined Financial Planning LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Defined Financial Planning LLC holds 1,419 shares of JPM stock, worth $436,612. This represents 0.36% of its overall portfolio holdings.
Number of Shares
1,419
Previous 1,362
4.19%
Holding current value
$436,612
Previous $332 Million
22.52%
% of portfolio
0.36%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
5,339Shares Held
2.09BCall Options Held
28.7MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$83.7 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$61.1 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$38.5 Billion1.4% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$22.4 Billion2.1% of portfolio
-
Morgan Stanley New York, NY67MShares$20.6 Billion1.31% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $903B
- 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 ...