A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 1,857 shares of JPM stock, worth $557,787. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,857
Previous 1,852 0.27%
Holding current value
$557,787
Previous $537 Million 9.15%
% of portfolio
0.4%
Previous 0.42%

Shares

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

Nov 12, 2025

BUY
$282.78 - $316.06 $1,413 - $1,580
5 Added 0.27%
1,857 $586 Million
Q2 2025

Aug 08, 2025

BUY
$210.28 - $289.91 $1,682 - $2,319
8 Added 0.43%
1,852 $537 Million
Q1 2025

May 09, 2025

BUY
$225.19 - $279.95 $218,659 - $271,831
971 Added 111.23%
1,844 $452 Million
Q4 2024

Jan 28, 2025

BUY
$205.18 - $250.29 $179,122 - $218,503
873 New
873 $209 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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