A detailed history of Athena Investment Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Athena Investment Management holds 27,655 shares of JPM stock, worth $5.8 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
27,655
Previous 28,324 2.36%
Holding current value
$5.8 Million
Previous $4.82 Million 14.99%
% of portfolio
3.56%
Previous 3.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $111,783 - $134,000
-669 Reduced 2.36%
27,655 $5.54 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $2,985 - $3,746
22 Added 0.08%
28,324 $4.82 Million
Q3 2023

Nov 16, 2023

SELL
$143.21 - $158.0 $143 - $158
-1 Reduced -0.0%
28,302 $4.1 Million
Q2 2023

Jul 31, 2023

SELL
$127.47 - $145.44 $12,492 - $14,253
-98 Reduced 0.35%
28,303 $4.12 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $19,236 - $22,145
154 Added 0.55%
28,401 $3.7 Million
Q4 2022

Feb 23, 2023

BUY
$101.96 - $137.84 $24,878 - $33,632
244 Added 0.87%
28,247 $3.79 Million
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $5,514 - $32,074
-266 Reduced 0.94%
28,003 $2.93 Million
Q2 2022

Aug 03, 2022

BUY
$112.61 - $135.91 $67,566 - $81,546
600 Added 2.17%
28,269 $3.18 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $3.55 Million - $4.66 Million
27,669 New
27,669 $3.77 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 $615B
  • 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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