A detailed history of Rockbridge Investment Management, Lcc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 1,797 shares of JPM stock, worth $449,196. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,797
Previous 1,820 1.26%
Holding current value
$449,196
Previous $368 Million 2.93%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 01, 2024

SELL
$194.9 - $224.8 $4,482 - $5,170
-23 Reduced 1.26%
1,797 $379 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $17,467 - $19,864
97 Added 5.63%
1,820 $368 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $40,164 - $50,408
-296 Reduced 14.66%
1,723 $293 Million
Q1 2023

May 28, 2024

SELL
$124.91 - $143.8 $6,870 - $7,909
-55 Reduced 3.03%
1,763 $229,000
Q4 2022

May 28, 2024

BUY
$101.96 - $137.84 $185,363 - $250,593
1,818 New
1,818 $243,000
Q3 2022

May 28, 2024

SELL
$20.73 - $120.58 $17,205 - $100,081
-830 Closed
0 $0
Q2 2022

May 28, 2024

SELL
$112.61 - $135.91 $143,577 - $173,285
-1,275 Reduced 60.57%
830 $93,000
Q1 2022

May 28, 2024

BUY
$128.3 - $168.44 $49,010 - $64,344
382 Added 22.17%
2,105 $286,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $19,242 - $21,472
125 Added 6.6%
2,019 $320,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $587 - $667
4 Added 0.21%
1,894 $310,000
Q2 2021

Aug 05, 2021

BUY
$147.37 - $166.44 $5,452 - $6,158
37 Added 2.0%
1,890 $294,000
Q1 2021

May 20, 2021

SELL
$125.65 - $157.65 $50,762 - $63,690
-404 Reduced 17.9%
1,853 $282,000
Q4 2020

Mar 04, 2021

SELL
$96.54 - $127.07 $161,801 - $212,969
-1,676 Reduced 42.61%
2,257 $287,000
Q3 2020

Nov 03, 2020

BUY
$91.28 - $103.82 $90,914 - $103,404
996 Added 33.91%
3,933 $379,000
Q2 2020

Aug 20, 2020

BUY
$84.03 - $113.45 $246,796 - $333,202
2,937 New
2,937 $276,000

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 $733B
  • 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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