Keystone Financial Planning, Inc. Jpmorgan Chase & CO Transaction History

Keystone Financial Planning, Inc.

$307 Million
Q1 2024

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 1,365 shares of JPM stock, worth $276,084. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,365

Previous 1,366 0.07%

Holding current value

$276,084

Previous $232,000 17.67%

% of portfolio

0.09%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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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Keystone Financial Planning, Inc. Jpmorgan Chase & CO Transaction History