A detailed history of Sims Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sims Investment Management, LLC holds 975 shares of JPM stock, worth $282,321. This represents 0.11% of its overall portfolio holdings.

Number of Shares
975
Previous 983 0.81%
Holding current value
$282,321
Previous $241 Million 17.22%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025

SELL
$210.28 - $289.91 $1,682 - $2,319
-8 Reduced 0.81%
975 $283 Million
Q1 2025

Apr 24, 2025

BUY
$225.19 - $279.95 $221,361 - $275,190
983 New
983 $241 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 $849B
  • 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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