A detailed history of Obsidian Personal Planning Solutions LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 2,585 shares of JPM stock, worth $576,196. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,585
Previous 2,552 1.29%
Holding current value
$576,196
Previous $511,000 2.15%
% of portfolio
0.33%
Previous 0.33%

Shares

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

Jul 25, 2024

BUY
$180.08 - $204.79 $5,942 - $6,758
33 Added 1.29%
2,585 $522,000
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $93,236 - $111,767
558 Added 27.98%
2,552 $511,000
Q3 2023

Nov 15, 2023

SELL
$143.21 - $158.0 $8,592 - $9,480
-60 Reduced 2.92%
1,994 $289,000
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $209,425 - $283,123
2,054 New
2,054 $275,000

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 $654B
  • 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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