A detailed history of Davis Investment Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Davis Investment Partners, LLC holds 5,958 shares of JPM stock, worth $1.46 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
5,958
Previous 6,158 3.25%
Holding current value
$1.46 Million
Previous $1.26 Billion 2.17%
% of portfolio
0.52%
Previous 0.52%

Shares

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

Oct 07, 2024

SELL
$194.9 - $224.8 $38,980 - $44,960
-200 Reduced 3.25%
5,958 $1.23 Billion
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $5,222 - $5,938
-29 Reduced 0.47%
6,158 $1.26 Billion
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $13,534 - $16,224
81 Added 1.33%
6,187 $1.21 Billion
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $17,335 - $19,779
136 Added 2.28%
6,106 $953 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $608,701 - $822,904
5,970 New
5,970 $851 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 $719B
  • 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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