A detailed history of Swisher Financial Concepts, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 2,733 shares of JPM stock, worth $655,920. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,733
Previous 5,081 46.21%
Holding current value
$655,920
Previous $1.06 Million 47.03%
% of portfolio
0.35%
Previous 1.08%

Shares

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

Nov 05, 2024

SELL
$194.9 - $224.8 $457,625 - $527,830
-2,348 Reduced 46.21%
2,733 $562,000
Q2 2024

Jul 22, 2024

SELL
$180.08 - $204.79 $90,220 - $102,599
-501 Reduced 8.98%
5,081 $1.06 Million
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $172,269 - $206,509
-1,031 Reduced 15.59%
5,582 $1.09 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $897,317 - $1.13 Million
6,613 New
6,613 $1.12 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 $704B
  • 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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