Fiduciary Planning LLC Jpmorgan Chase & CO Transaction History

Fiduciary Planning LLC

$205 Million
Q2 2024

A detailed history of Fiduciary Planning LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fiduciary Planning LLC holds 4,636 shares of JPM stock, worth $947,366. This represents 0.46% of its overall portfolio holdings.

Number of Shares

4,636

Previous 4,581 1.2%

Holding current value

$947,366

Previous $917,000 2.18%

% of portfolio

0.46%

Previous 0.43%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$180.08 - $204.79 $9,904 - $11,263	55 Added 1.2%	4,636 $937,000
Q1 2024 Apr 29, 2024	BUY	$167.09 - $200.3 $501 - $600	3 Added 0.07%	4,581 $917,000
Q4 2023 Jan 25, 2024	SELL	$135.69 - $170.3 $653,890 - $820,675	-4,819 Reduced 51.28%	4,578 $778,000
Q3 2023 Oct 26, 2023	SELL	$143.21 - $158.0 $462,997 - $510,814	-3,233 Reduced 25.6%	9,397 $1.36 Million
Q2 2023 Aug 03, 2023	BUY	$127.47 - $145.44 $2,676 - $3,054	21 Added 0.17%	12,630 $1.84 Million
Q1 2023 May 01, 2023	BUY	$124.91 - $143.8 $12,491 - $14,380	100 Added 0.8%	12,609 $1.64 Million
Q4 2022 Feb 06, 2023	BUY	$101.96 - $137.84 $9,176 - $12,405	90 Added 0.72%	12,509 $1.68 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $2,985 - $17,363	144 Added 1.17%	12,419 $1.3 Million
Q2 2022 Sep 30, 2022	BUY	$112.61 - $135.91 $183,779 - $221,805	1,632 Added 15.33%	12,275 $1.38 Million
Q1 2022 May 11, 2022	BUY	$128.3 - $168.44 $133,945 - $175,851	1,044 Added 10.88%	10,643 $1.45 Million
Q4 2021 Feb 08, 2022	SELL	$153.94 - $171.78 $682,877 - $762,016	-4,436 Reduced 31.61%	9,599 $1.52 Million
Q3 2021 Nov 09, 2021	BUY	$146.97 - $166.98 $539,673 - $613,150	3,672 Added 35.43%	14,035 $2.3 Million
Q2 2021 Aug 06, 2021	BUY	$147.37 - $166.44 $446,088 - $503,813	3,027 Added 41.26%	10,363 $1.61 Million
Q1 2021 May 24, 2021	BUY	$125.65 - $157.65 $9,549 - $11,981	76 Added 1.05%	7,336 $1.12 Million
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $9,847 - $12,961	102 Added 1.42%	7,260 $923,000
Q3 2020 Oct 27, 2020	BUY	$91.28 - $103.82 $285,706 - $324,956	3,130 Added 77.71%	7,158 $689,000
Q1 2020 May 08, 2020	SELL	$79.03 - $141.09 $1,580 - $2,821	-20 Reduced 0.49%	4,028 $363,000
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $452,647 - $564,291	4,048 New	4,048 $544,000

Others Institutions Holding JPM

# of Institutions

4,531

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $599B
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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Fiduciary Planning LLC Jpmorgan Chase & CO Transaction History