Resource Planning Group Jpmorgan Chase & CO Transaction History

Resource Planning Group

$158 Million
Q4 2023

A detailed history of Resource Planning Group transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Resource Planning Group holds 1,902 shares of JPM stock, worth $451,915. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,902

Previous 1,902 -0.0%

Holding current value

$451,915

Previous $275,000 17.45%

% of portfolio

0.2%

Previous 0.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $56,281 - $62,094	-393 Reduced 17.12%	1,902 $275,000
Q2 2023 Jul 28, 2023	BUY	$127.47 - $145.44 $6,373 - $7,272	50 Added 2.23%	2,295 $333,000
Q1 2023 May 11, 2023	SELL	$124.91 - $143.8 $100,927 - $116,190	-808 Reduced 26.47%	2,245 $292,000
Q2 2022 Aug 02, 2022	SELL	$112.61 - $135.91 $22,859 - $27,589	-203 Reduced 6.23%	3,053 $344,000
Q1 2022 Apr 20, 2022	BUY	$128.3 - $168.44 $128 - $168	1 Added 0.03%	3,256 $444,000
Q4 2021 Jan 12, 2022	SELL	$153.94 - $171.78 $504,769 - $563,266	-3,279 Reduced 50.18%	3,255 $515,000
Q3 2021 Oct 12, 2021	SELL	$146.97 - $166.98 $17,048 - $19,369	-116 Reduced 1.74%	6,534 $1.07 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $155,917 - $176,093	1,058 Added 18.92%	6,650 $1.03 Million
Q1 2021 Apr 14, 2021	BUY	$125.65 - $157.65 $125 - $157	1 Added 0.02%	5,592 $851,000
Q4 2020 Feb 03, 2021	SELL	$96.54 - $127.07 $35,623 - $46,888	-369 Reduced 6.19%	5,591 $710,000
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $22,820 - $25,955	250 Added 4.38%	5,960 $574,000
Q2 2020 Sep 28, 2020	BUY	$84.03 - $113.45 $84 - $113	1 Added 0.02%	5,710 $537,000
Q1 2020 Apr 14, 2020	BUY	$79.03 - $141.09 $1,896 - $3,386	24 Added 0.42%	5,709 $514,000
Q4 2019 Jan 30, 2020	BUY	$111.82 - $139.4 $3,801 - $4,739	34 Added 0.6%	5,685 $793,000
Q3 2019 Oct 23, 2019	BUY	$104.8 - $120.23 $628 - $721	6 Added 0.11%	5,651 $665,000
Q2 2019 Jul 18, 2019	BUY	$104.64 - $116.12 $104,640 - $116,120	1,000 Added 21.53%	5,645 $631,000
Q1 2019 May 16, 2019	BUY	$97.11 - $107.19 $97 - $107	1 Added 0.02%	4,645 $470,000
Q3 2018 Nov 05, 2018	BUY	$103.61 - $118.63 $481,164 - $550,917	4,644 New	4,644 $524,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

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 ...

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Resource Planning Group Jpmorgan Chase & CO Transaction History