A detailed history of Strategic Planning Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strategic Planning Group, LLC holds 29,431 shares of JPM stock, worth $7.13 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
29,431
Previous 28,108 4.71%
Holding current value
$7.13 Million
Previous $5.69 Billion 9.16%
% of portfolio
1.22%
Previous 1.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$194.9 - $224.8 $257,852 - $297,410
1,323 Added 4.71%
29,431 $6.21 Billion
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $676,020 - $768,781
3,754 Added 15.41%
28,108 $5.69 Billion
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $540,201 - $647,569
3,233 Added 15.31%
24,354 $4.88 Billion
Q4 2023

Apr 11, 2024

BUY
$135.69 - $170.3 $2.87 Million - $3.6 Million
21,121 New
21,121 $3.59 Billion

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 $711B
  • 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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