Holistic Planning LLC Lowers Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Holistic Planning LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,365 shares of the financial services provider’s stock after selling 158 shares […]

Feb 11, 2025 - 09:55
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Holistic Planning LLC Lowers Stock Position in JPMorgan Chase & Co. (NYSE:JPM)
Holistic Planning LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,365 shares of the financial services provider’s stock after selling 158 shares […]