A detailed history of Annapolis Financial Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 1,426 shares of JPM stock, worth $356,200. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,426
Previous 1,409 1.21%
Holding current value
$356,200
Previous $284,000 5.63%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 16, 2024

BUY
$194.9 - $224.8 $3,313 - $3,821
17 Added 1.21%
1,426 $300,000
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $360 - $409
2 Added 0.14%
1,409 $284,000
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $49,625 - $59,489
-297 Reduced 17.43%
1,407 $281,000
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $3,527 - $4,427
-26 Reduced 1.5%
1,704 $289,000
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $429 - $474
3 Added 0.17%
1,730 $250,000
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $32,249 - $36,796
253 Added 17.16%
1,727 $251,000
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $124 - $143
1 Added 0.07%
1,474 $192,000
Q4 2022

Jan 20, 2023

SELL
$101.96 - $137.84 $40,682 - $54,998
-399 Reduced 21.31%
1,473 $0
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $4,415 - $25,683
213 Added 12.84%
1,872 $196,000
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $563 - $679
5 Added 0.3%
1,659 $187,000
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $38,361 - $50,363
299 Added 22.07%
1,654 $225,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $769 - $858
5 Added 0.37%
1,355 $215,000
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $14,403 - $16,364
98 Added 7.83%
1,350 $221,000
Q2 2021

Aug 04, 2021

SELL
$147.37 - $166.44 $42,442 - $47,934
-288 Reduced 18.7%
1,252 $195,000
Q1 2021

May 06, 2021

BUY
$125.65 - $157.65 $376 - $472
3 Added 0.2%
1,540 $234,000
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $148,381 - $195,306
1,537 New
1,537 $195,000

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 $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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