A detailed history of Plante Moran Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 23,333 shares of JPM stock, worth $5.56 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
23,333
Previous 15,204 53.47%
Holding current value
$5.56 Million
Previous $3.08 Million 59.93%
% of portfolio
0.42%
Previous 0.31%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $1.58 Million - $1.83 Million
8,129 Added 53.47%
23,333 $4.92 Million
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $85,538 - $97,275
475 Added 3.22%
15,204 $3.08 Million
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $386,144 - $462,893
-2,311 Reduced 13.56%
14,729 $2.95 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $220,360 - $276,567
1,624 Added 10.53%
17,040 $2.9 Million
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $52,701 - $58,144
-368 Reduced 2.33%
15,416 $2.24 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $626,005 - $714,255
4,911 Added 45.17%
15,784 $2.3 Million
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $49,339 - $56,801
395 Added 3.77%
10,873 $1.42 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $70,760 - $95,660
-694 Reduced 6.21%
10,478 $1.41 Million
Q3 2022

Nov 02, 2022

SELL
$20.73 - $120.58 $12,230 - $71,142
-590 Reduced 5.02%
11,172 $1.17 Million
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $62,048 - $74,886
-551 Reduced 4.47%
11,762 $1.33 Million
Q1 2022

May 06, 2022

SELL
$128.3 - $168.44 $78,904 - $103,590
-615 Reduced 4.76%
12,313 $1.68 Million
Q4 2021

Feb 09, 2022

SELL
$153.94 - $171.78 $26,323 - $29,374
-171 Reduced 1.31%
12,928 $2.05 Million
Q3 2021

Nov 08, 2021

BUY
$146.97 - $166.98 $314,809 - $357,671
2,142 Added 19.55%
13,099 $2.14 Million
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $408,362 - $461,205
-2,771 Reduced 20.19%
10,957 $1.7 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $462,894 - $580,782
3,684 Added 36.68%
13,728 $2.09 Million
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $13,901 - $18,298
144 Added 1.45%
10,044 $1.28 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $19,533 - $22,217
214 Added 2.21%
9,900 $953,000
Q2 2020

Aug 10, 2020

SELL
$84.03 - $113.45 $158,228 - $213,626
-1,883 Reduced 16.28%
9,686 $911,000
Q1 2020

May 07, 2020

BUY
$79.03 - $141.09 $62,749 - $112,025
794 Added 7.37%
11,569 $1.04 Million
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $130,046 - $162,122
-1,163 Reduced 9.74%
10,775 $1.5 Million
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $103,961 - $119,268
992 Added 9.06%
11,938 $1.4 Million
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $79,944 - $88,715
764 Added 7.5%
10,946 $1.22 Million
Q1 2019

May 13, 2019

SELL
$97.11 - $107.19 $400,287 - $441,837
-4,122 Reduced 28.82%
10,182 $1.03 Million
Q4 2018

Jan 29, 2019

BUY
$92.14 - $115.32 $829 - $1,037
9 Added 0.06%
14,304 $1.4 Million
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $52,530 - $60,145
-507 Reduced 3.43%
14,295 $1.61 Million
Q2 2018

Jul 26, 2018

SELL
$103.24 - $114.29 $132,663 - $146,862
-1,285 Reduced 7.99%
14,802 $1.54 Million
Q1 2018

May 01, 2018

BUY
$107.01 - $118.77 $451,903 - $501,565
4,223 Added 35.6%
16,087 $1.77 Million
Q4 2017

Feb 01, 2018

BUY
$95.86 - $107.83 $70,361 - $79,147
734 Added 6.59%
11,864 $1.27 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $984,114 - $1.06 Million
11,130
11,130 $1.06 Million

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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.