Keener Financial Planning LLC Jpmorgan Chase & CO Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
A detailed history of Keener Financial Planning LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Keener Financial Planning LLC holds 1,582 shares of JPM stock, worth $471,878. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,582
Previous 1,282
23.4%
Holding current value
$471,878
Previous $314,000
45.86%
% of portfolio
0.23%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding JPM
# of Institutions
5,239Shares Held
2.04BCall Options Held
23.3MPut Options Held
26.3M-
Vanguard Group Inc Valley Forge, PA273MShares$81.4 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$59.3 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$38 Billion1.32% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$21.7 Billion2.1% of portfolio
-
Morgan Stanley New York, NY69.4MShares$20.7 Billion1.25% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $875B
- 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 ...