A detailed history of Axiom Financial Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 2,345 shares of JPM stock, worth $540,217. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,345
Holding current value
$540,217
% of portfolio
0.26%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $457,040 - $527,156
2,345 New
2,345 $494,000
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $12,698 - $15,222
-76 Reduced 3.62%
2,024 $405,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $10,176 - $12,772
75 Added 3.7%
2,100 $357,000
Q3 2023

Oct 16, 2023

SELL
$143.21 - $158.0 $429 - $474
-3 Reduced 0.15%
2,025 $293,000
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $15,041 - $17,161
-118 Reduced 5.5%
2,028 $294,000
Q1 2023

May 18, 2023

SELL
$124.91 - $143.8 $1,748 - $2,013
-14 Reduced 0.65%
2,146 $279,000
Q4 2022

May 18, 2023

SELL
$101.96 - $137.84 $1.2 Million - $1.63 Million
-11,807 Reduced 84.53%
2,160 $289,000
Q3 2022

Oct 17, 2022

SELL
$20.73 - $120.58 $435 - $2,532
-21 Reduced 0.15%
13,967 $1.46 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $1,351 - $1,630
12 Added 0.09%
13,988 $1.58 Million
Q1 2022

May 02, 2022

SELL
$128.3 - $168.44 $11,931 - $15,664
-93 Reduced 0.66%
13,976 $1.66 Million
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $17,087 - $19,067
111 Added 0.8%
14,069 $2.23 Million
Q3 2021

Nov 03, 2021

SELL
$146.97 - $166.98 $45,413 - $51,596
-309 Reduced 2.17%
13,958 $2.29 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $866,093 - $978,167
5,877 Added 70.05%
14,267 $2.22 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $6,785 - $8,513
54 Added 0.65%
8,390 $1.28 Million
Q4 2020

Jun 15, 2022

SELL
$96.54 - $127.07 $7,337 - $9,657
-76 Reduced 0.9%
8,336 $803,000
Q4 2020

Feb 05, 2021

BUY
$96.54 - $127.07 $7,337 - $9,657
76 Added 0.91%
8,412 $1.07 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $17,708 - $20,141
194 Added 2.38%
8,336 $803,000
Q2 2020

Nov 23, 2020

BUY
$84.03 - $113.45 $40,754 - $55,023
485 Added 6.33%
8,142 $766,000
Q1 2020

Nov 23, 2020

BUY
$79.03 - $141.09 $605,132 - $1.08 Million
7,657 New
7,657 $689,000

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 $676B
  • 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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