A detailed history of Planning Alternatives LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Planning Alternatives LTD holds 976 shares of JPM stock, worth $232,668. This represents 0.03% of its overall portfolio holdings.

Number of Shares
976
Previous 1,009 3.27%
Holding current value
$232,668
Previous $204,000 0.49%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$194.9 - $224.8 $6,431 - $7,418
-33 Reduced 3.27%
976 $205,000
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $181,700 - $206,633
1,009 New
1,009 $204,000
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $173,140 - $217,302
1,276 New
1,276 $217,000

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 $699B
  • 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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