Center For Financial Planning, Inc. Jpmorgan Chase & CO Transaction History

Center For Financial Planning, Inc.

$736 Million
Q3 2024

A detailed history of Center For Financial Planning, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 17,411 shares of JPM stock, worth $4.18 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

17,411

Previous 18,053 3.56%

Holding current value

$4.18 Million

Previous $3.65 Million 0.49%

% of portfolio

0.5%

Previous 0.53%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$194.9 - $224.8 $125,125 - $144,321	-642 Reduced 3.56%	17,411 $3.67 Million
Q2 2024 Jul 18, 2024	BUY	$180.08 - $204.79 $6,482 - $7,372	36 Added 0.2%	18,053 $3.65 Million
Q1 2024 Apr 25, 2024	BUY	$167.09 - $200.3 $87,053 - $104,356	521 Added 2.98%	18,017 $3.61 Million
Q4 2023 Jan 29, 2024	BUY	$135.69 - $170.3 $5,698 - $7,152	42 Added 0.24%	17,496 $2.98 Million
Q3 2023 Oct 24, 2023	BUY	$143.21 - $158.0 $105,832 - $116,762	739 Added 4.42%	17,454 $2.53 Million
Q2 2023 Aug 09, 2023	BUY	$127.47 - $145.44 $7,520 - $8,580	59 Added 0.35%	16,715 $2.43 Million
Q1 2023 May 02, 2023	SELL	$124.91 - $143.8 $68,450 - $78,802	-548 Reduced 3.19%	16,656 $2.17 Million
Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $17,027 - $23,019	167 Added 0.98%	17,204 $0
Q3 2022 Oct 14, 2022	BUY	$20.73 - $120.58 $1,907 - $11,093	92 Added 0.54%	17,037 $1.78 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $4,842 - $5,844	43 Added 0.25%	16,945 $1.91 Million
Q1 2022 May 03, 2022	SELL	$128.3 - $168.44 $70,308 - $92,305	-548 Reduced 3.14%	16,902 $2.3 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $24,784 - $27,656	161 Added 0.93%	17,450 $2.76 Million
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $41,886 - $47,589	285 Added 1.68%	17,289 $2.83 Million
Q2 2021 Jul 29, 2021	SELL	$147.37 - $166.44 $6,926 - $7,822	-47 Reduced 0.28%	17,004 $2.65 Million
Q1 2021 May 10, 2021	SELL	$125.65 - $157.65 $47,872 - $60,064	-381 Reduced 2.19%	17,051 $2.6 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $35,719 - $47,015	370 Added 2.17%	17,432 $2.22 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $24,554 - $27,927	269 Added 1.6%	17,062 $1.64 Million
Q2 2020 Aug 06, 2020	BUY	$84.03 - $113.45 $63,610 - $85,881	757 Added 4.72%	16,793 $1.58 Million
Q1 2020 May 11, 2020	SELL	$79.03 - $141.09 $58,482 - $104,406	-740 Reduced 4.41%	16,036 $1.44 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $1.88 Million - $2.34 Million	16,776 New	16,776 $2.34 Million

Others Institutions Holding JPM

# of Institutions

4,620

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $704B
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 ...

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Center For Financial Planning, Inc. Jpmorgan Chase & CO Transaction History