A detailed history of Retirement Planning Group transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Retirement Planning Group holds 6,844 shares of JPM stock, worth $1.63 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,844
Previous 5,602 22.17%
Holding current value
$1.63 Million
Previous $1.13 Million 27.27%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 10, 2024

BUY
$194.9 - $224.8 $242,065 - $279,201
1,242 Added 22.17%
6,844 $1.44 Million
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $31,914 - $38,257
191 Added 3.53%
5,602 $1.12 Million
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $5,698 - $7,152
-42 Reduced 0.77%
5,411 $920,000
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $16,755 - $18,486
117 Added 2.19%
5,453 $790,000
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $27,788 - $31,705
218 Added 4.26%
5,336 $776,000
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $15,488 - $17,831
124 Added 2.48%
5,118 $666,000
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $2,650 - $3,583
26 Added 0.52%
4,994 $0
Q3 2022

Oct 13, 2022

BUY
$20.73 - $120.58 $64,034 - $372,471
3,089 Added 164.4%
4,968 $519,000
Q2 2022

Jul 13, 2022

BUY
$112.61 - $135.91 $15,878 - $19,163
141 Added 8.11%
1,879 $212,000
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $4,618 - $6,063
36 Added 2.12%
1,738 $237,000
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $48,645 - $54,282
316 Added 22.8%
1,702 $270,000
Q3 2021

Oct 18, 2021

BUY
$146.97 - $166.98 $3,674 - $4,174
25 Added 1.84%
1,386 $227,000
Q2 2021

Jul 19, 2021

SELL
$147.37 - $166.44 $3,831 - $4,327
-26 Reduced 1.87%
1,361 $212,000
Q1 2021

Apr 26, 2021

BUY
$125.65 - $157.65 $174,276 - $218,660
1,387 New
1,387 $211,000
Q1 2020

May 05, 2020

SELL
$79.03 - $141.09 $150,947 - $269,481
-1,910 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$111.82 - $139.4 $213,576 - $266,254
1,910 New
1,910 $266,000

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 $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 ...
More about JPM
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