A detailed history of Sequent Planning LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sequent Planning LLC holds 821 shares of JPM stock, worth $253,836. This represents 0.08% of its overall portfolio holdings.

Number of Shares
821
Holding current value
$253,836
% of portfolio
0.08%

Shares

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

Aug 14, 2025

BUY
$210.28 - $289.91 $172,639 - $238,016
821 New
821 $238 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 $907B
  • 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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