Plancorp, LLC Jpmorgan Chase & CO Transaction History

Plancorp, LLC

$2.3 Billion
Q2 2024

A detailed history of Plancorp, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Plancorp, LLC holds 8,252 shares of JPM stock, worth $1.83 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,252

Previous 8,141 1.36%

Holding current value

$1.83 Million

Previous $1.63 Million 2.39%

% of portfolio

0.07%

Previous 0.07%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$180.08 - $204.79 $19,988 - $22,731	111 Added 1.36%	8,252 $1.67 Million
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $205,186 - $245,968	1,228 Added 17.76%	8,141 $1.63 Million
Q4 2023 Feb 09, 2024	BUY	$135.69 - $170.3 $109,773 - $137,772	809 Added 13.25%	6,913 $1.18 Million
Q3 2023 Nov 08, 2023	SELL	$143.21 - $158.0 $67,022 - $73,944	-468 Reduced 7.12%	6,104 $885,000
Q2 2023 Jul 26, 2023	SELL	$127.47 - $145.44 $29,445 - $33,596	-231 Reduced 3.4%	6,572 $955,000
Q1 2023 May 11, 2023	SELL	$124.91 - $143.8 $174,624 - $201,032	-1,398 Reduced 17.05%	6,803 $886,000
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $28,854 - $39,008	283 Added 3.57%	8,201 $1.1 Million
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $6,612 - $38,465	319 Added 4.2%	7,918 $827,000
Q2 2022 Aug 04, 2022	BUY	$112.61 - $135.91 $31,643 - $38,190	281 Added 3.84%	7,599 $856,000
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $69,153 - $90,789	-539 Reduced 6.86%	7,318 $998,000
Q4 2021 Feb 11, 2022	SELL	$153.94 - $171.78 $30,326 - $33,840	-197 Reduced 2.45%	7,857 $1.24 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $58,200 - $66,124	396 Added 5.17%	8,054 $1.32 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $17,094 - $19,307	-116 Reduced 1.49%	7,658 $1.19 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $102,027 - $128,011	-812 Reduced 9.46%	7,774 $1.18 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $348,123 - $458,214	3,606 Added 72.41%	8,586 $1.09 Million
Q3 2020 Nov 16, 2020	SELL	$91.28 - $103.82 $61,431 - $69,870	-673 Reduced 11.91%	4,980 $479,000
Q2 2020 Aug 11, 2020	SELL	$84.03 - $113.45 $43,779 - $59,107	-521 Reduced 8.44%	5,653 $532,000
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $29,794 - $53,190	-377 Reduced 5.75%	6,174 $556,000
Q4 2019 Feb 03, 2020	BUY	$111.82 - $139.4 $10,287 - $12,824	92 Added 1.42%	6,551 $913,000
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $20,331 - $23,324	194 Added 3.1%	6,459 $760,000
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $31,601 - $35,068	-302 Reduced 4.6%	6,265 $700,000
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $126,048 - $139,132	1,298 Added 24.63%	6,567 $665,000
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $7,555 - $9,456	82 Added 1.58%	5,269 $514,000
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $283,684 - $324,808	-2,738 Reduced 34.55%	5,187 $585,000
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $10,117 - $11,200	98 Added 1.25%	7,925 $826,000
Q1 2018 Apr 16, 2018	BUY	$107.01 - $118.77 $66,667 - $73,993	623 Added 8.65%	7,827 $860,000
Q4 2017 Jan 19, 2018	BUY	$95.86 - $107.83 $40,165 - $45,180	419 Added 6.18%	7,204 $771,000
Q3 2017 Oct 11, 2017	BUY	$88.42 - $95.51 $599,929 - $648,035	6,785	6,785 $649,000

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $650B
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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