A detailed history of Plum Street Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Plum Street Advisors, LLC holds 2,438 shares of JPM stock, worth $732,302. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,438
Previous 2,522 3.33%
Holding current value
$732,302
Previous $731 Million 5.18%
% of portfolio
0.3%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

SELL
$282.78 - $316.06 $23,753 - $26,549
-84 Reduced 3.33%
2,438 $769 Million
Q2 2025

Aug 11, 2025

BUY
$210.28 - $289.91 $18,714 - $25,801
89 Added 3.66%
2,522 $731 Million
Q4 2024

May 29, 2025

BUY
$205.18 - $250.29 $38,163 - $46,553
186 Added 8.28%
2,433 $583 Million
Q3 2024

May 29, 2025

BUY
$194.9 - $224.8 $437,940 - $505,125
2,247 New
2,247 $474 Million
Q2 2024

May 29, 2025

SELL
$180.08 - $204.79 $404,639 - $460,163
-2,247 Closed
0 $0
Q1 2024

May 29, 2025

BUY
$167.09 - $200.3 $375,451 - $450,074
2,247 New
2,247 $474 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 $881B
  • 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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