New England Professional Planning Group Inc. Jpmorgan Chase & CO Transaction History

New England Professional Planning Group Inc.

$202 Million
Q3 2024

A detailed history of New England Professional Planning Group Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, New England Professional Planning Group Inc. holds 1,441 shares of JPM stock, worth $358,160. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,441

Previous 1,441 -0.0%

Holding current value

$358,160

Previous $291,000 4.12%

% of portfolio

0.15%

Previous 0.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$180.08 - $204.79 $720 - $819	-4 Reduced 0.28%	1,441 $291,000
Q1 2024 Apr 12, 2024	SELL	$167.09 - $200.3 $1,169 - $1,402	-7 Reduced 0.48%	1,445 $289,000
Q4 2023 Jan 10, 2024	SELL	$135.69 - $170.3 $6,106 - $7,663	-45 Reduced 3.01%	1,452 $246,000
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $190,822 - $217,723	1,497 New	1,497 $217,000
Q4 2022 Jan 13, 2023	BUY	$101.96 - $137.84 $152,634 - $206,346	1,497 New	1,497 $0
Q2 2022 Jul 13, 2022	SELL	$112.61 - $135.91 $187,833 - $226,697	-1,668 Closed	0 $0
Q1 2022 Apr 14, 2022	SELL	$128.3 - $168.44 $15,267 - $20,044	-119 Reduced 6.66%	1,668 $378,000
Q4 2021 Feb 04, 2022	SELL	$153.94 - $171.78 $28,171 - $31,435	-183 Reduced 9.29%	1,787 $299,000
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $17,094 - $19,307	-116 Reduced 5.56%	1,970 $317,000
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $20,229 - $25,381	161 Added 8.36%	2,086 $336,000
Q4 2020 Jan 29, 2021	SELL	$96.54 - $127.07 $6,661 - $8,767	-69 Reduced 3.46%	1,925 $245,000
Q3 2020 Nov 12, 2020	SELL	$91.28 - $103.82 $75,306 - $85,651	-825 Reduced 29.27%	1,994 $207,000
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $38,905 - $52,527	-463 Reduced 14.11%	2,819 $284,000
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $14,620 - $26,101	185 Added 5.97%	3,282 $301,000
Q4 2019 Jan 15, 2020	SELL	$111.82 - $139.4 $17,332 - $21,607	-155 Reduced 4.77%	3,097 $432,000
Q3 2018 Nov 07, 2018	BUY	$103.61 - $118.63 $72,734 - $83,278	702 Added 27.53%	3,252 $366,000
Q2 2018 Aug 10, 2018	SELL	$103.24 - $114.29 $8,465 - $9,371	-82 Reduced 3.12%	2,550 $266,000
Q1 2018 May 02, 2018	SELL	$107.01 - $118.77 $146,710 - $162,833	-1,371 Reduced 34.25%	2,632 $287,000
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $383,727 - $431,643	4,003	4,003 $436,000

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

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 $729B
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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New England Professional Planning Group Inc. Jpmorgan Chase & CO Transaction History