Sterling Financial Planning, Inc. Jpmorgan Chase & CO Transaction History
Sterling Financial Planning, Inc.
- $241 Million
- Q1 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 2,006 shares of JPM stock, worth $418,632. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,006
Previous 1,306
53.6%
Holding current value
$418,632
Previous $222,000
80.63%
% of portfolio
0.17%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding JPM
# of Institutions
4,422Shares Held
1.98BCall Options Held
35.5MPut Options Held
32.6M-
Vanguard Group Inc Valley Forge, PA271MShares$56.6 Billion1.09% of portfolio
-
Black Rock Inc. New York, NY196MShares$40.9 Billion0.93% of portfolio
-
State Street Corp Boston, MA126MShares$26.3 Billion1.14% of portfolio
-
Morgan Stanley New York, NY66.7MShares$13.9 Billion1.09% of portfolio
-
Geode Capital Management, LLC Boston, MA56.9MShares$11.9 Billion1.07% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $612B
- 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 ...