A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 85,737 shares of JPM stock, worth $18.1 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares
85,737
Previous 84,516 1.44%
Holding current value
$18.1 Million
Previous $16.5 Billion 4.99%
% of portfolio
3.1%
Previous 3.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

BUY
$180.08 - $204.79 $219,877 - $250,048
1,221 Added 1.44%
85,737 $17.3 Billion
Q1 2024

Apr 12, 2024

SELL
$167.09 - $200.3 $136,178 - $163,244
-815 Reduced 0.96%
84,516 $16.5 Billion
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $110,044 - $138,113
811 Added 0.96%
85,331 $14.5 Billion
Q3 2023

Nov 21, 2023

BUY
$143.21 - $158.0 $12.1 Million - $13.4 Million
84,520 New
84,520 $12.3 Billion
Q2 2023

May 23, 2024

BUY
$127.47 - $145.44 $14,404 - $16,434
113 Added 0.14%
81,180 $11.8 Billion
Q1 2023

May 23, 2024

BUY
$124.91 - $143.8 $96,305 - $110,869
771 Added 0.96%
81,067 $10.6 Billion
Q4 2022

May 23, 2024

SELL
$101.96 - $137.84 $430,271 - $581,684
-4,220 Reduced 4.99%
80,296 $10.8 Billion
Q3 2022

May 23, 2024

BUY
$20.73 - $120.58 $24,938 - $145,057
1,203 Added 1.56%
78,444 $8.2 Billion
Q2 2022

May 23, 2024

BUY
$112.61 - $135.91 $416,769 - $503,002
3,701 Added 5.03%
77,241 $8.7 Billion
Q1 2022

May 23, 2024

SELL
$128.3 - $168.44 $1.41 Million - $1.85 Million
-10,976 Reduced 12.99%
73,540 $10 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 $620B
  • 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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