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

New England Professional Planning Group Inc.

$192 Million
Q1 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 1,445 shares of JPM stock, worth $301,557. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,445

Previous 1,452 0.48%

Holding current value

$301,557

Previous $246,000 17.48%

% of portfolio

0.15%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,422

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 $612B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Professional Planning Group Inc., based on Form 13F filings with the SEC.

News

Stay updated on New England Professional Planning Group Inc. with notifications on news.

Account

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