A detailed history of Planning Center, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Planning Center, Inc. holds 4,863 shares of JPM stock, worth $1.16 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,863
Previous 4,653 4.51%
Holding current value
$1.16 Million
Previous $941,000 8.93%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $40,929 - $47,208
210 Added 4.51%
4,863 $1.03 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $1,980 - $2,252
11 Added 0.24%
4,653 $941,000
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $24,060 - $28,843
144 Added 3.2%
4,642 $929,000
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $1,899 - $2,384
14 Added 0.31%
4,498 $765,000
Q3 2023

Oct 25, 2023

SELL
$143.21 - $158.0 $14,321 - $15,800
-100 Reduced 2.18%
4,484 $650,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $13,766 - $15,707
108 Added 2.41%
4,584 $666,000
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $1,623 - $1,869
13 Added 0.29%
4,476 $583,000
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $1,427 - $1,929
14 Added 0.31%
4,463 $598,000
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $20 - $120
1 Added 0.02%
4,449 $454,000
Q2 2022

Jul 11, 2022

BUY
$112.61 - $135.91 $3,828 - $4,620
34 Added 0.77%
4,448 $498,000
Q1 2022

Apr 15, 2022

SELL
$128.3 - $168.44 $2,694 - $3,537
-21 Reduced 0.47%
4,414 $602,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $682,723 - $761,844
4,435 New
4,435 $665,000

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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