Mps Loria Financial Planners, LLC Jpmorgan Chase & CO Transaction History

Mps Loria Financial Planners, LLC

$332 Million
Q3 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 1,252 shares of JPM stock, worth $303,372. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,252

Previous 1,649 24.08%

Holding current value

$303,372

Previous $333,000 21.02%

% of portfolio

0.08%

Previous 0.11%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$194.9 - $224.8 $77,375 - $89,245	-397 Reduced 24.08%	1,252 $263,000
Q2 2024 Jul 10, 2024	BUY	$180.08 - $204.79 $180 - $204	1 Added 0.06%	1,649 $333,000
Q1 2024 Apr 17, 2024	SELL	$167.09 - $200.3 $14,536 - $17,426	-87 Reduced 5.01%	1,648 $330,000
Q4 2023 Feb 07, 2024	SELL	$135.69 - $170.3 $29,444 - $36,955	-217 Reduced 11.12%	1,735 $295,000
Q3 2023 Oct 20, 2023	BUY	$143.21 - $158.0 $63,155 - $69,678	441 Added 29.19%	1,952 $283,000
Q2 2023 Jul 21, 2023	SELL	$127.47 - $145.44 $26,131 - $29,815	-205 Reduced 11.95%	1,511 $219,000
Q1 2023 Apr 11, 2023	BUY	$124.91 - $143.8 $7,494 - $8,628	60 Added 3.62%	1,716 $223,000
Q4 2022 Jan 23, 2023	BUY	$101.96 - $137.84 $168,845 - $228,263	1,656 New	1,656 $0
Q2 2021 Jul 20, 2021	SELL	$147.37 - $166.44 $103,011 - $116,341	-699 Reduced 26.07%	1,982 $308,000
Q1 2021 May 03, 2021	BUY	$125.65 - $157.65 $628 - $788	5 Added 0.19%	2,681 $408,000
Q4 2020 Feb 02, 2021	BUY	$96.54 - $127.07 $61,978 - $81,578	642 Added 31.56%	2,676 $337,000
Q3 2020 Oct 13, 2020	BUY	$91.28 - $103.82 $730 - $830	8 Added 0.39%	2,034 $196,000
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $170,244 - $229,849	2,026 New	2,026 $191,000
Q1 2020 May 01, 2020	SELL	$79.03 - $141.09 $159,008 - $283,873	-2,012 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$111.82 - $139.4 $670 - $836	6 Added 0.3%	2,012 $280,000
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $524 - $601	5 Added 0.25%	2,006 $236,000
Q2 2019 Jul 31, 2019	BUY	$104.64 - $116.12 $523 - $580	5 Added 0.25%	2,001 $223,000
Q1 2019 Apr 25, 2019	SELL	$97.11 - $107.19 $65,257 - $72,031	-672 Reduced 25.19%	1,996 $202,000
Q4 2018 Jan 10, 2019	BUY	$92.14 - $115.32 $921 - $1,153	10 Added 0.38%	2,668 $260,000
Q3 2018 Nov 08, 2018	SELL	$103.61 - $118.63 $58,228 - $66,670	-562 Reduced 17.45%	2,658 $300,000
Q2 2018 Aug 02, 2018	BUY	$103.24 - $114.29 $1,032 - $1,142	10 Added 0.31%	3,220 $336,000
Q1 2018 Apr 20, 2018	BUY	$107.01 - $118.77 $1,070 - $1,187	10 Added 0.31%	3,210 $353,000
Q4 2017 Jan 24, 2018	BUY	$95.86 - $107.83 $1,054 - $1,186	11 Added 0.34%	3,200 $342,000
Q2 2017 Sep 18, 2017	BUY	N/A	3,189	3,189 $296,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $711B
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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Mps Loria Financial Planners, LLC Jpmorgan Chase & CO Transaction History