A detailed history of Retirement Planning Group, LLC / Ny transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 2,266 shares of JPM stock, worth $680,638. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,266
Previous 2,258 0.35%
Holding current value
$680,638
Previous $655 Million 9.17%
% of portfolio
0.53%
Previous 0.58%

Shares

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

Oct 27, 2025

BUY
$282.78 - $316.06 $2,262 - $2,528
8 Added 0.35%
2,266 $715 Million
Q2 2025

Jul 25, 2025

BUY
$210.28 - $289.91 $69,602 - $95,960
331 Added 17.18%
2,258 $655 Million
Q1 2025

Apr 22, 2025

BUY
$225.19 - $279.95 $190,735 - $237,117
847 Added 78.43%
1,927 $473 Million
Q4 2024

Feb 19, 2025

BUY
$205.18 - $250.29 $221,594 - $270,313
1,080 New
1,080 $259 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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