A detailed history of Holistic Planning, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Holistic Planning, LLC holds 4,523 shares of JPM stock, worth $1.12 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
4,523
Previous 4,052 11.62%
Holding current value
$1.12 Million
Previous $812 Million 17.51%
% of portfolio
0.4%
Previous 0.62%

Shares

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

Nov 01, 2024

BUY
$194.9 - $224.8 $91,797 - $105,880
471 Added 11.62%
4,523 $954 Million
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $3,843 - $4,606
23 Added 0.57%
4,052 $812 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $546,695 - $686,138
4,029 New
4,029 $685 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $725B
  • 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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