A detailed history of Morton Capital Management Llc/Ca transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 11,570 shares of JPM stock, worth $2.9 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
11,570
Previous 9,607 20.43%
Holding current value
$2.9 Million
Previous $1.94 Billion 25.56%
% of portfolio
0.48%
Previous 0.46%

Shares

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

Oct 08, 2024

BUY
$194.9 - $224.8 $382,588 - $441,282
1,963 Added 20.43%
11,570 $2.44 Billion
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $720 - $819
-4 Reduced 0.04%
9,607 $1.94 Billion
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $17,711 - $21,231
106 Added 1.12%
9,611 $1.93 Billion
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $4,342 - $5,449
32 Added 0.34%
9,505 $1.62 Billion
Q4 2022

Dec 05, 2023

SELL
$101.96 - $137.84 $30,180 - $40,800
-296 Reduced 3.03%
9,473 $1.27 Billion
Q3 2022

Dec 05, 2023

SELL
$20.73 - $120.58 $2,591 - $15,072
-125 Reduced 1.26%
9,769 $1.02 Billion
Q2 2022

Dec 05, 2023

BUY
$112.61 - $135.91 $41,215 - $49,743
366 Added 3.84%
9,894 $1.11 Billion
Q1 2022

Dec 05, 2023

BUY
$128.3 - $168.44 $6,543 - $8,590
51 Added 0.54%
9,528 $1.3 Billion
Q4 2021

Dec 05, 2023

BUY
$153.94 - $171.78 $1.46 Million - $1.63 Million
9,477 New
9,477 $1.5 Billion

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 $734B
  • 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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