Retirement Planning Group Jpmorgan Chase & CO Transaction History

Retirement Planning Group

$1.4 Billion
Q2 2024

A detailed history of Retirement Planning Group transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Retirement Planning Group holds 5,602 shares of JPM stock, worth $1.15 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,602

Previous 5,602 -0.0%

Holding current value

$1.15 Million

Previous $1.12 Million 0.98%

% of portfolio

0.08%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,539

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $602B
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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Retirement Planning Group Jpmorgan Chase & CO Transaction History