A detailed history of Retirement Planning Group, LLC / Ny transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 2,258 shares of JPM stock, worth $652,020. This represents 0.58% of its overall portfolio holdings.

Number of Shares
2,258
Previous 1,927 17.18%
Holding current value
$652,020
Previous $473 Million 38.48%
% of portfolio
0.58%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$210.28 - $289.91 $69,602 - $95,960
331 Added 17.18%
2,258 $655 Million
Q1 2025

Apr 22, 2025

BUY
$225.19 - $279.95 $190,735 - $237,117
847 Added 78.43%
1,927 $473 Million
Q4 2024

Feb 19, 2025

BUY
$205.18 - $250.29 $221,594 - $270,313
1,080 New
1,080 $259 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 $847B
  • 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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