Financial Planning & Information Services, Inc. Jpmorgan Chase & CO Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 2,549 shares of JPM stock, worth $625,295. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,549
Previous 1,636 55.81%
Holding current value
$625,295
Previous $330,000 62.73%
% of portfolio
0.07%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$194.9 - $224.8 $177,943 - $205,242
913 Added 55.81%
2,549 $537,000
Q2 2024

Aug 13, 2024
SELL
$180.08 - $204.79 $2.8 Million - $3.19 Million
-15,557 Reduced 90.48%
1,636 $330,000
Q1 2024

May 14, 2024
SELL
$167.09 - $200.3 $43,276 - $51,877
-259 Reduced 1.48%
17,193 $3.44 Million
Q1 2023

May 02, 2023
SELL
$124.91 - $143.8 $49,964 - $57,520
-400 Reduced 2.24%
17,452 $2.27 Million
Q4 2022

Feb 13, 2023
SELL
$101.96 - $137.84 $2,345 - $3,170
-23 Reduced 0.13%
17,852 $2.39 Million
Q3 2022

Oct 25, 2022
BUY
$20.73 - $120.58 $10,365 - $60,290
500 Added 2.88%
17,875 $1.87 Million
Q1 2022

Apr 19, 2022
SELL
$128.3 - $168.44 $48,369 - $63,501
-377 Reduced 2.12%
17,375 $2.37 Million
Q4 2021

Feb 02, 2022
SELL
$153.94 - $171.78 $21,859 - $24,392
-142 Reduced 0.79%
17,752 $2.81 Million
Q3 2021

Oct 13, 2021
BUY
$146.97 - $166.98 $31,304 - $35,566
213 Added 1.2%
17,894 $2.93 Million
Q2 2021

Jul 29, 2021
SELL
$147.37 - $166.44 $16,358 - $18,474
-111 Reduced 0.62%
17,681 $2.75 Million
Q1 2021

Apr 20, 2021
BUY
$125.65 - $157.65 $13,947 - $17,499
111 Added 0.63%
17,792 $2.71 Million
Q3 2020

May 24, 2021
BUY
$91.28 - $103.82 $36,512 - $41,528
400 Added 2.31%
17,681 $1.7 Million
Q4 2019

May 24, 2021
BUY
$111.82 - $139.4 $18,338 - $22,861
164 Added 0.96%
17,281 $2.41 Million
Q3 2019

May 24, 2021
BUY
$104.8 - $120.23 $13,938 - $15,990
133 Added 0.78%
17,117 $2.01 Million
Q1 2019

May 24, 2021
SELL
$97.11 - $107.19 $50,205 - $55,417
-517 Reduced 2.95%
16,984 $1.72 Million
Q3 2018

May 24, 2021
BUY
$103.61 - $118.63 $157,590 - $180,436
1,521 Added 9.52%
17,501 $1.98 Million
Q1 2017

May 24, 2021
SELL
N/A
-75 Reduced 0.47%
15,980 $1.4 Million
Q1 2016

May 24, 2021
SELL
N/A
-69 Reduced 0.43%
16,055 $951,000
Q2 2015

May 24, 2021
SELL
N/A
-135 Reduced 0.83%
16,124 $1.09 Million
Q2 2014

May 24, 2021
SELL
N/A
-72 Reduced 0.44%
16,259 $937,000
Q4 2013

May 24, 2021
BUY
N/A
16,331
16,331 $955,000

Others Institutions Holding JPM

# of Institutions
4,610
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $720B
  • 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 ...
More about JPM
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