A detailed history of Treasure Coast Financial Planning transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Treasure Coast Financial Planning holds 950 shares of JPM stock, worth $253,469. This represents 0.15% of its overall portfolio holdings.

Number of Shares
950
Previous 950 -0.0%
Holding current value
$253,469
Previous $200,000 13.5%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $185,155 - $213,560
950 New
950 $200,000
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $186,138 - $223,134
1,114 New
1,114 $223,000

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 $783B
  • 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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