A detailed history of Ehrlich Financial Group transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ehrlich Financial Group holds 3,329 shares of JPM stock, worth $822,462. This represents 0.5% of its overall portfolio holdings.

Number of Shares
3,329
Previous 3,275 1.65%
Holding current value
$822,462
Previous $662 Million 5.97%
% of portfolio
0.5%
Previous 0.52%

Shares

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

Oct 07, 2024

BUY
$194.9 - $224.8 $10,524 - $12,139
54 Added 1.65%
3,329 $702 Million
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $2,521 - $2,867
-14 Reduced 0.43%
3,275 $662 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $14,202 - $17,025
-85 Reduced 2.52%
3,289 $659 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $457,818 - $574,592
3,374 New
3,374 $574 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 $725B
  • 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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