A detailed history of Aft, Forsyth & Company, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aft, Forsyth & Company, Inc. holds 11,811 shares of JPM stock, worth $2.95 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
11,811
Previous 12,026 1.79%
Holding current value
$2.95 Million
Previous $2.43 Million 2.34%
% of portfolio
1.25%
Previous 1.26%

Shares

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

Nov 13, 2024

SELL
$194.9 - $224.8 $41,903 - $48,332
-215 Reduced 1.79%
11,811 $2.49 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $180,260 - $204,994
1,001 Added 9.08%
12,026 $2.43 Million
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $132,836 - $159,238
-795 Reduced 6.73%
11,025 $2.21 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $10,312 - $12,942
76 Added 0.65%
11,820 $2.01 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $29,358 - $32,390
205 Added 1.78%
11,744 $1.7 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $33,142 - $37,814
260 Added 2.31%
11,539 $1.68 Million
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $16,737 - $19,269
-134 Reduced 1.17%
11,279 $1.47 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $5,098 - $6,892
-50 Reduced 0.44%
11,413 $1.53 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $4,954 - $28,818
-239 Reduced 2.04%
11,463 $1.2 Million
Q2 2022

Jul 28, 2022

SELL
$112.61 - $135.91 $39,413 - $47,568
-350 Reduced 2.9%
11,702 $1.32 Million
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $94,172 - $123,634
-734 Reduced 5.74%
12,052 $1.64 Million
Q4 2021

Feb 07, 2022

SELL
$153.94 - $171.78 $119,611 - $133,473
-777 Reduced 5.73%
12,786 $2.03 Million
Q3 2021

Nov 08, 2021

SELL
$146.97 - $166.98 $54,378 - $61,782
-370 Reduced 2.66%
13,563 $2.22 Million
Q2 2021

Jul 15, 2021

BUY
$147.37 - $166.44 $51,726 - $58,420
351 Added 2.58%
13,933 $2.17 Million
Q1 2021

May 04, 2021

BUY
$125.65 - $157.65 $79,159 - $99,319
630 Added 4.86%
13,582 $2.07 Million
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $86,499 - $113,854
896 Added 7.43%
12,952 $1.65 Million
Q3 2020

Nov 05, 2020

SELL
$91.28 - $103.82 $91,280 - $103,820
-1,000 Reduced 7.66%
12,056 $1.16 Million
Q2 2020

Aug 06, 2020

SELL
$84.03 - $113.45 $86,802 - $117,193
-1,033 Reduced 7.33%
13,056 $1.23 Million
Q1 2020

May 11, 2020

SELL
$79.03 - $141.09 $37,539 - $67,017
-475 Reduced 3.26%
14,089 $1.27 Million
Q4 2019

Feb 10, 2020

BUY
$111.82 - $139.4 $19,568 - $24,395
175 Added 1.22%
14,564 $2.03 Million
Q3 2019

Nov 12, 2019

BUY
$104.8 - $120.23 $9,432 - $10,820
90 Added 0.63%
14,389 $1.69 Million
Q2 2019

Jul 29, 2019

BUY
$104.64 - $116.12 $113,011 - $125,409
1,080 Added 8.17%
14,299 $1.6 Million
Q1 2019

May 08, 2019

SELL
$97.11 - $107.19 $496,232 - $547,740
-5,110 Reduced 27.88%
13,219 $1.34 Million
Q4 2018

Feb 05, 2019

SELL
$92.14 - $115.32 $3,224 - $4,036
-35 Reduced 0.19%
18,329 $1.79 Million
Q3 2018

Oct 26, 2018

BUY
$103.61 - $118.63 $27,456 - $31,436
265 Added 1.46%
18,364 $2.07 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $6,607 - $7,314
64 Added 0.35%
18,099 $1.89 Million
Q1 2018

May 14, 2018

SELL
$107.01 - $118.77 $21,937 - $24,347
-205 Reduced 1.12%
18,035 $1.98 Million
Q4 2017

Feb 12, 2018

BUY
$95.86 - $107.83 $1.75 Million - $1.97 Million
18,240
18,240 $1.95 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 $733B
  • 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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