Pds Planning, Inc Jpmorgan Chase & CO Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pds Planning, Inc holds 40,730 shares of JPM stock, worth $9.9 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

40,730

Previous 41,543 1.96%

Holding current value

$9.9 Million

Previous $8.4 Million 2.18%

% of portfolio

0.78%

Previous 0.85%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$194.9 - $224.8 $158,453 - $182,762	-813 Reduced 1.96%	40,730 $8.59 Million
Q2 2024 Aug 07, 2024	BUY	$180.08 - $204.79 $269,939 - $306,980	1,499 Added 3.74%	41,543 $8.4 Million
Q1 2024 May 01, 2024	BUY	$167.09 - $200.3 $314,463 - $376,964	1,882 Added 4.93%	40,044 $8.02 Million
Q4 2023 Feb 01, 2024	BUY	$135.69 - $170.3 $113,979 - $143,052	840 Added 2.25%	38,162 $6.49 Million
Q3 2023 Oct 20, 2023	BUY	$143.21 - $158.0 $26,493 - $29,230	185 Added 0.5%	37,322 $5.41 Million
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $186,998 - $213,360	1,467 Added 4.11%	37,137 $5.4 Million
Q1 2023 May 01, 2023	BUY	$124.91 - $143.8 $315,522 - $363,238	2,526 Added 7.62%	35,670 $4.65 Million
Q4 2022 Jan 26, 2023	BUY	$101.96 - $137.84 $52,407 - $70,849	514 Added 1.58%	33,144 $0
Q3 2022 Nov 02, 2022	BUY	$20.73 - $120.58 $13,930 - $81,029	672 Added 2.1%	32,630 $3.41 Million
Q2 2022 Jul 15, 2022	BUY	$112.61 - $135.91 $411,139 - $496,207	3,651 Added 12.9%	31,958 $3.6 Million
Q1 2022 Apr 18, 2022	BUY	$128.3 - $168.44 $322,417 - $423,289	2,513 Added 9.74%	28,307 $3.86 Million
Q4 2021 Jan 25, 2022	SELL	$153.94 - $171.78 $20,012 - $22,331	-130 Reduced 0.5%	25,794 $4.08 Million
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $97,441 - $110,707	663 Added 2.62%	25,924 $4.24 Million
Q2 2021 Jul 26, 2021	BUY	$147.37 - $166.44 $5,894 - $6,657	40 Added 0.16%	25,261 $3.93 Million
Q1 2021 Apr 20, 2021	SELL	$125.65 - $157.65 $264,995 - $332,483	-2,109 Reduced 7.72%	25,221 $3.84 Million
Q4 2020 Jan 21, 2021	BUY	$96.54 - $127.07 $195,590 - $257,443	2,026 Added 8.01%	27,330 $3.47 Million
Q3 2020 Oct 19, 2020	BUY	$91.28 - $103.82 $10,223 - $11,627	112 Added 0.44%	25,304 $2.44 Million
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $30,502 - $41,182	363 Added 1.46%	25,192 $2.37 Million
Q1 2020 Apr 20, 2020	BUY	$79.03 - $141.09 $1.08 Million - $1.94 Million	13,715 Added 123.4%	24,829 $2.24 Million
Q4 2019 Feb 07, 2020	SELL	$111.82 - $139.4 $6,150 - $7,667	-55 Reduced 0.49%	11,114 $1.55 Million
Q3 2019 Oct 28, 2019	BUY	$104.8 - $120.23 $212,744 - $244,066	2,030 Added 22.21%	11,169 $1.31 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $79,735 - $88,483	762 Added 9.1%	9,139 $1.02 Million
Q1 2019 Apr 19, 2019	SELL	$97.11 - $107.19 $179,944 - $198,623	-1,853 Reduced 18.11%	8,377 $848,000
Q4 2018 Feb 08, 2019	SELL	$92.14 - $115.32 $58,969 - $73,804	-640 Reduced 5.89%	10,230 $999,000
Q3 2018 Nov 02, 2018	BUY	$103.61 - $118.63 $124,021 - $142,000	1,197 Added 12.37%	10,870 $1.23 Million
Q2 2018 Jul 27, 2018	BUY	$103.24 - $114.29 $103 - $114	1 Added 0.01%	9,673 $1.01 Million
Q1 2018 May 03, 2018	BUY	$107.01 - $118.77 $5,029 - $5,582	47 Added 0.49%	9,672 $1.06 Million
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $922,652 - $1.04 Million	9,625	9,625 $1.03 Million

Others Institutions Holding JPM

# of Institutions

4,618

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 $713B
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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