A detailed history of Baldrige Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Baldrige Asset Management LLC holds 931 shares of JPM stock, worth $228,383. This represents 0.05% of its overall portfolio holdings.

Number of Shares
931
Previous 931 -0.0%
Holding current value
$228,383
Previous $125,000 3.2%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 13, 2023

BUY
$101.96 - $137.84 $2,345 - $3,170
23 Added 2.53%
931 $125,000
Q4 2021

Jan 27, 2022

SELL
$153.94 - $171.78 $6,773 - $7,558
-44 Reduced 4.62%
908 $144,000
Q3 2021

Oct 22, 2021

SELL
$146.97 - $166.98 $6,466 - $7,347
-44 Reduced 4.42%
952 $156,000
Q2 2021

Aug 03, 2021

BUY
$147.37 - $166.44 $146,780 - $165,774
996 New
996 $155,000
Q1 2020

Apr 14, 2020

SELL
$79.03 - $141.09 $80,057 - $142,924
-1,013 Closed
0 $0
Q3 2019

Oct 23, 2019

BUY
$104.8 - $120.23 $106,162 - $121,792
1,013 New
1,013 $119,000

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 $720B
  • 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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