A detailed history of Planned Solutions, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Planned Solutions, Inc. holds 2,343 shares of JPM stock, worth $556,696. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,343
Previous 2,343 -0.0%
Holding current value
$556,696
Previous $473,000 4.23%
% of portfolio
0.2%
Previous 0.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

SELL
$135.69 - $170.3 $4,070 - $5,109
-30 Reduced 1.26%
2,343 $398,000
Q1 2023

Apr 12, 2023

BUY
$124.91 - $143.8 $1,873 - $2,157
15 Added 0.64%
2,373 $309,000
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $15,905 - $21,503
156 Added 7.08%
2,358 $0
Q2 2022

Jul 14, 2022

BUY
$112.61 - $135.91 $16,215 - $19,571
144 Added 7.0%
2,202 $248,000
Q1 2022

Apr 08, 2022

BUY
$128.3 - $168.44 $21,811 - $28,634
170 Added 9.0%
2,058 $281,000
Q1 2021

Apr 29, 2021

BUY
$125.65 - $157.65 $108,059 - $135,579
860 Added 83.66%
1,888 $287,000
Q4 2020

Jan 29, 2021

BUY
$96.54 - $127.07 $17,184 - $22,618
178 Added 20.94%
1,028 $131,000
Q3 2020

Nov 06, 2020

BUY
$91.28 - $103.82 $77,588 - $88,247
850 New
850 $82,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • 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
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