A detailed history of Aimz Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aimz Investment Advisors, LLC holds 2,804 shares of JPM stock, worth $668,445. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,804
Previous 2,389 17.37%
Holding current value
$668,445
Previous $483,000 22.36%
% of portfolio
0.2%
Previous 0.17%

Shares

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

Nov 13, 2024

BUY
$194.9 - $224.8 $80,883 - $93,292
415 Added 17.37%
2,804 $591,000
Q2 2024

Aug 07, 2024

SELL
$180.08 - $204.79 $36,016 - $40,958
-200 Reduced 7.72%
2,389 $483,000
Q4 2023

Jan 26, 2024

SELL
$135.69 - $170.3 $6,784 - $8,515
-50 Reduced 1.89%
2,589 $440,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $36,742 - $41,745
250 Added 10.46%
2,639 $432,000
Q2 2021

Aug 05, 2021

SELL
$147.37 - $166.44 $1,915 - $2,163
-13 Reduced 0.54%
2,389 $372,000
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $51,805 - $59,315
-500 Reduced 17.23%
2,402 $271,000
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $20,648 - $22,858
-200 Reduced 6.45%
2,902 $302,000
Q2 2017

Aug 15, 2017

BUY
N/A
3,102
3,102 $284,000

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 $699B
  • 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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