S.E.E.D. Planning Group LLC Jpmorgan Chase & CO Transaction History

S.E.E.D. Planning Group LLC

$269 Million
Q2 2024

A detailed history of S.E.E.D. Planning Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, S.E.E.D. Planning Group LLC holds 13,410 shares of JPM stock, worth $2.82 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

13,410

Previous 13,917 3.64%

Holding current value

$2.82 Million

Previous $2.79 Million 2.69%

% of portfolio

1.01%

Previous 1.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$180.08 - $204.79 $91,300 - $103,828	-507 Reduced 3.64%	13,410 $2.71 Million
Q1 2024 Apr 16, 2024	SELL	$167.09 - $200.3 $118,132 - $141,612	-707 Reduced 4.83%	13,917 $2.79 Million
Q4 2023 Jan 26, 2024	SELL	$135.69 - $170.3 $47,084 - $59,094	-347 Reduced 2.32%	14,624 $2.49 Million
Q3 2023 Oct 17, 2023	SELL	$143.21 - $158.0 $82,202 - $90,692	-574 Reduced 3.69%	14,971 $2.17 Million
Q2 2023 Jul 18, 2023	BUY	$127.47 - $145.44 $76,482 - $87,264	600 Added 4.01%	15,545 $2.26 Million
Q1 2023 Apr 13, 2023	SELL	$124.91 - $143.8 $190,612 - $219,438	-1,526 Reduced 9.26%	14,945 $1.95 Million
Q4 2022 Jan 19, 2023	BUY	$101.96 - $137.84 $93,905 - $126,950	921 Added 5.92%	16,471 $0
Q3 2022 Oct 20, 2022	BUY	$20.73 - $120.58 $22,574 - $131,311	1,089 Added 7.53%	15,550 $1.63 Million
Q2 2022 Jul 26, 2022	BUY	$112.61 - $135.91 $200,896 - $242,463	1,784 Added 14.07%	14,461 $1.63 Million
Q1 2022 Apr 26, 2022	BUY	$128.3 - $168.44 $1.39 Million - $1.82 Million	10,814 Added 580.46%	12,677 $1.73 Million
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $3,540 - $3,950	23 Added 1.25%	1,863 $295,000
Q3 2021 Oct 21, 2021	SELL	$146.97 - $166.98 $59,963 - $68,127	-408 Reduced 18.15%	1,840 $301,000
Q2 2021 Jul 14, 2021	BUY	$147.37 - $166.44 $36,105 - $40,777	245 Added 12.23%	2,248 $350,000
Q1 2021 Apr 21, 2021	SELL	$125.65 - $157.65 $125 - $157	-1 Reduced 0.05%	2,003 $305,000
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $193,466 - $254,648	2,004 New	2,004 $255,000

Others Institutions Holding JPM

# of Institutions

4,533

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 $617B
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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S.E.E.D. Planning Group LLC Jpmorgan Chase & CO Transaction History