A detailed history of Keystone Financial Planning, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Keystone Financial Planning, Inc. holds 1,268 shares of JPM stock, worth $301,276. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,268
Previous 1,365 7.11%
Holding current value
$301,276
Previous $276,000 3.26%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 28, 2024

SELL
$194.9 - $224.8 $18,905 - $21,805
-97 Reduced 7.11%
1,268 $267,000
Q1 2024

Apr 10, 2024

SELL
$167.09 - $200.3 $167 - $200
-1 Reduced 0.07%
1,365 $273,000
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $6,377 - $8,004
-47 Reduced 3.33%
1,366 $232,000
Q2 2023

Jul 11, 2023

BUY
$127.47 - $145.44 $180,115 - $205,506
1,413 New
1,413 $205,000
Q3 2022

Oct 12, 2022

BUY
$20.73 - $120.58 $1.31 Million - $7.62 Million
63,181 Added 1695.68%
66,907 $6.99 Million
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $419,584 - $506,400
3,726 New
3,726 $420,000
Q1 2022

Apr 28, 2022

SELL
$128.3 - $168.44 $181,287 - $238,005
-1,413 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
$147.37 - $166.44 $13,705 - $15,478
-93 Reduced 6.18%
1,413 $220,000
Q1 2021

May 07, 2021

SELL
$125.65 - $157.65 $93,986 - $117,922
-748 Reduced 33.19%
1,506 $229,000
Q4 2020

Feb 04, 2021

SELL
$96.54 - $127.07 $889,229 - $1.17 Million
-9,211 Reduced 80.34%
2,254 $286,000
Q3 2020

Nov 05, 2020

BUY
$91.28 - $103.82 $77,953 - $88,662
854 Added 8.05%
11,465 $1.1 Million
Q2 2020

Jul 27, 2020

BUY
$84.03 - $113.45 $891,642 - $1.2 Million
10,611 New
10,611 $998,000

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 $697B
  • 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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