Mark Sheptoff Financial Planning, LLC Jpmorgan Chase & CO Transaction History

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 1,740 shares of JPM stock, worth $434,634. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,740
Previous 1,740 -0.0%
Holding current value
$434,634
Previous $351,000 4.27%
% of portfolio
0.2%
Previous 0.2%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022
SELL
$20.73 - $120.58 $24,233 - $140,958
-1,169 Reduced 40.19%
1,740 $182,000
Q2 2022

Aug 11, 2022
BUY
$112.61 - $135.91 $50,899 - $61,431
452 Added 18.4%
2,909 $328,000
Q1 2022

May 12, 2022
BUY
$128.3 - $168.44 $64,278 - $84,388
501 Added 25.61%
2,457 $335,000
Q4 2021

Feb 11, 2022
BUY
$153.94 - $171.78 $2,001 - $2,233
13 Added 0.67%
1,956 $310,000
Q3 2021

Nov 10, 2021
BUY
$146.97 - $166.98 $73,631 - $83,656
501 Added 34.74%
1,943 $318,000
Q2 2021

Aug 12, 2021
SELL
$147.37 - $166.44 $81,053 - $91,542
-550 Reduced 27.61%
1,442 $224,000
Q1 2021

May 11, 2021
BUY
$125.65 - $157.65 $69,233 - $86,865
551 Added 38.24%
1,992 $303,000
Q4 2020

Feb 11, 2021
BUY
$96.54 - $127.07 $96 - $127
1 Added 0.07%
1,441 $183,000
Q3 2020

Nov 12, 2020
BUY
$91.28 - $103.82 $54,768 - $62,291
600 Added 71.43%
1,440 $139,000
Q2 2020

Aug 10, 2020
SELL
$84.03 - $113.45 $8,403 - $11,345
-100 Reduced 10.64%
840 $79,000
Q1 2020

May 07, 2020
SELL
$79.03 - $141.09 $122,496 - $218,689
-1,550 Reduced 62.25%
940 $85,000
Q4 2019

Feb 10, 2020
BUY
$111.82 - $139.4 $195,685 - $243,950
1,750 Added 236.49%
2,490 $347,000
Q3 2019

Nov 12, 2019
SELL
$104.8 - $120.23 $234,332 - $268,834
-2,236 Reduced 75.13%
740 $87,000
Q2 2019

Aug 12, 2019
BUY
$104.64 - $116.12 $63,097 - $70,020
603 Added 25.41%
2,976 $333,000
Q1 2019

May 10, 2019
BUY
$97.11 - $107.19 $3,981 - $4,394
41 Added 1.76%
2,373 $240,000
Q4 2018

Feb 11, 2019
BUY
$92.14 - $115.32 $276 - $345
3 Added 0.13%
2,332 $228,000
Q3 2018

Nov 13, 2018
BUY
$103.61 - $118.63 $51,805 - $59,315
500 Added 27.34%
2,329 $263,000
Q2 2018

Aug 09, 2018
BUY
$103.24 - $114.29 $103 - $114
1 Added 0.05%
1,829 $191,000
Q1 2018

May 08, 2018
BUY
$107.01 - $118.77 $32,103 - $35,631
300 Added 19.63%
1,828 $201,000
Q3 2017

Nov 09, 2017
BUY
$88.42 - $95.51 $135,105 - $145,939
1,528
1,528 $146,000

Others Institutions Holding JPM

# of Institutions
4,615
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • 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 ...
More about JPM
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