A detailed history of Prepared Retirement Institute LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 1,904 shares of JPM stock, worth $526,627. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,904
Previous 1,589 19.82%
Holding current value
$526,627
Previous $335 Million 36.21%
% of portfolio
0.26%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$205.18 - $250.29 $64,631 - $78,841
315 Added 19.82%
1,904 $457 Million
Q3 2024

Feb 13, 2025

SELL
$194.9 - $224.8 $8,380 - $9,666
-43 Reduced 2.63%
1,589 $335 Million
Q2 2024

Feb 13, 2025

SELL
$180.08 - $204.79 $28,632 - $32,561
-159 Reduced 8.88%
1,632 $330 Million
Q1 2024

Feb 13, 2025

SELL
$167.09 - $200.3 $338,190 - $405,407
-2,024 Reduced 53.05%
1,791 $359 Million
Q4 2023

Feb 13, 2025

BUY
$135.69 - $170.3 $517,657 - $649,694
3,815 New
3,815 $649 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 $811B
  • 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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