Laurel Wealth Planning LLC Jpmorgan Chase & CO Transaction History

Laurel Wealth Planning LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 01, 2023	SELL	$101.96 - $137.84 $12,948 - $17,505	-127 Reduced 50.4%	125 $16,000
Q3 2022 Nov 02, 2022	SELL	$20.73 - $120.58 $476 - $2,773	-23 Reduced 8.36%	252 $26,000
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $2,590 - $3,125	23 Added 9.13%	275 $31,000
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $18,371 - $20,872	125 Added 98.43%	252 $41,000
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $12,260 - $16,137	127 New	127 $16,000

4,615

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
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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