A detailed history of Stonebridge Financial Planning Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 1,750 shares of JPM stock, worth $387,607. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,750
Holding current value
$387,607
% of portfolio
0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $315,140 - $358,382
1,750 New
1,750 $353,000
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $121,885 - $160,018
-950 Closed
0 $0
Q3 2021

Nov 08, 2021

SELL
$146.97 - $166.98 $14,697 - $16,698
-100 Reduced 9.52%
950 $162,000
Q3 2020

Oct 26, 2020

SELL
$91.28 - $103.82 $59,332 - $67,483
-650 Reduced 38.24%
1,050 $107,000
Q2 2020

Jul 24, 2020

SELL
$84.03 - $113.45 $8,234 - $11,118
-98 Reduced 5.45%
1,700 $158,000
Q1 2020

Apr 15, 2020

BUY
$79.03 - $141.09 $7,744 - $13,826
98 Added 5.76%
1,798 $170,000
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $190,094 - $236,980
1,700 New
1,700 $237,000

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 $650B
  • 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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