A detailed history of Zynergy Retirement Planning Llc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 1,189 shares of JPM stock, worth $281,769. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,189
Previous 1,289 7.76%
Holding current value
$281,769
Previous $261 Million 3.84%
% of portfolio
0.18%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$194.9 - $224.8 $19,490 - $22,480
-100 Reduced 7.76%
1,189 $251 Million
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $232,123 - $263,974
1,289 New
1,289 $261 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 $695B
  • 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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