A detailed history of Intrepid Financial Planning Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 22,301 shares of JPM stock, worth $5.01 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
22,301
Previous 22,096 0.93%
Holding current value
$5.01 Million
Previous $4.43 Million 1.92%
% of portfolio
1.94%
Previous 1.92%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $36,916 - $41,981
205 Added 0.93%
22,301 $4.51 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $2,506 - $3,004
15 Added 0.07%
22,096 $4.43 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $6,373 - $7,272
50 Added 0.23%
22,081 $3.21 Million
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $4,996 - $5,752
-40 Reduced 0.18%
22,031 $2.87 Million
Q4 2022

Feb 02, 2023

SELL
$101.96 - $137.84 $8,666 - $11,716
-85 Reduced 0.38%
22,071 $2.96 Million
Q3 2022

Nov 07, 2022

BUY
$20.73 - $120.58 $1,948 - $11,334
94 Added 0.43%
22,156 $2.32 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $2.48 Million - $3 Million
22,062 New
22,062 $2.48 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 $659B
  • 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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