A detailed history of Financial Life Planners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Life Planners holds 908 shares of JPM stock, worth $272,735. This represents 0.19% of its overall portfolio holdings.

Number of Shares
908
Previous 871 4.25%
Holding current value
$272,735
Previous $252 Million 13.45%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Nov 13, 2025

BUY
$282.78 - $316.06 $10,462 - $11,694
37 Added 4.25%
908 $286 Million
Q2 2025

Aug 08, 2025

BUY
$210.28 - $289.91 $16,191 - $22,323
77 Added 9.7%
871 $252 Million
Q1 2025

Apr 23, 2025

BUY
$225.19 - $279.95 $21,167 - $26,315
94 Added 13.43%
794 $195 Million
Q4 2024

Jan 24, 2025

BUY
$205.18 - $250.29 $143,626 - $175,203
700 New
700 $168 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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