A detailed history of Valtinson Bruner Financial Planning LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 1,308 shares of JPM stock, worth $267,865. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,308
Previous 1,307 0.08%
Holding current value
$267,865
Previous $222,000 17.57%
% of portfolio
0.14%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $167 - $200
1 Added 0.08%
1,308 $261,000
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $32,022 - $40,190
-236 Reduced 15.29%
1,307 $222,000
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $143 - $158
1 Added 0.06%
1,543 $223,000
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $196,558 - $224,268
1,542 New
1,542 $224,000
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $152,838 - $206,622
1,499 New
1,499 $0
Q1 2022

Apr 15, 2022

SELL
$128.3 - $168.44 $181,287 - $238,005
-1,413 Closed
0 $0
Q4 2021

Jan 18, 2022

BUY
$153.94 - $171.78 $153 - $171
1 Added 0.07%
1,413 $224,000
Q3 2021

Oct 21, 2021

SELL
$146.97 - $166.98 $8,524 - $9,684
-58 Reduced 3.95%
1,412 $241,000
Q2 2021

Jul 28, 2021

BUY
$147.37 - $166.44 $147 - $166
1 Added 0.07%
1,470 $223,000
Q1 2021

Apr 16, 2021

SELL
$125.65 - $157.65 $1,507 - $1,891
-12 Reduced 0.81%
1,469 $224,000
Q4 2020

Jan 08, 2021

BUY
$96.54 - $127.07 $142,975 - $188,190
1,481 New
1,481 $201,000

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 $601B
  • 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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