A detailed history of Retirement Planning CO Of New England, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Retirement Planning CO Of New England, Inc. holds 4,263 shares of JPM stock, worth $950,393. This represents 0.48% of its overall portfolio holdings.

Number of Shares
4,263
Previous 4,425 3.66%
Holding current value
$950,393
Previous $886,000 2.71%
% of portfolio
0.48%
Previous 0.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $29,172 - $33,175
-162 Reduced 3.66%
4,263 $862,000
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $1.25 Million - $1.5 Million
-7,486 Reduced 62.85%
4,425 $886,000
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $39,892 - $50,068
294 Added 2.53%
11,911 $2.03 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $957,645 - $1.06 Million
6,687 Added 135.64%
11,617 $1.68 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $4,079 - $4,654
32 Added 0.65%
4,930 $717,000
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $3,497 - $4,026
28 Added 0.57%
4,898 $638,000
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $21,207 - $28,670
208 Added 4.46%
4,870 $653,000
Q3 2022

Oct 19, 2022

BUY
$20.73 - $120.58 $7,338 - $42,685
354 Added 8.22%
4,662 $487,000
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $31,192 - $37,647
277 Added 6.87%
4,308 $485,000
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $20,528 - $26,950
160 Added 4.13%
4,031 $549,000
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $595,901 - $664,960
3,871 New
3,871 $612,000

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 $654B
  • 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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