Bard Financial Services, Inc. Jpmorgan Chase & CO Transaction History

Bard Financial Services, Inc.

$477 Million
Q3 2024

A detailed history of Bard Financial Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bard Financial Services, Inc. holds 18,680 shares of JPM stock, worth $4.11 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

18,680

Previous 57,190 67.34%

Holding current value

$4.11 Million

Previous $11.6 Million 65.96%

% of portfolio

0.83%

Previous 1.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$194.9 - $224.8 $7.51 Million - $8.66 Million	-38,510 Reduced 67.34%	18,680 $3.94 Million
Q2 2024 Jul 09, 2024	SELL	$180.08 - $204.79 $139,562 - $158,712	-775 Reduced 1.34%	57,190 $11.6 Million
Q1 2024 May 06, 2024	SELL	$167.09 - $200.3 $177,115 - $212,318	-1,060 Reduced 1.8%	57,965 $11.6 Million
Q4 2023 Feb 09, 2024	BUY	$135.69 - $170.3 $42,063 - $52,793	310 Added 0.53%	59,025 $10 Million
Q3 2023 Oct 16, 2023	BUY	$143.21 - $158.0 $35,802 - $39,500	250 Added 0.43%	58,715 $8.51 Million
Q2 2023 Jul 11, 2023	SELL	$127.47 - $145.44 $60,548 - $69,084	-475 Reduced 0.81%	58,465 $8.5 Million
Q1 2023 Apr 26, 2023	BUY	$124.91 - $143.8 $21,859 - $25,165	175 Added 0.3%	58,940 $7.68 Million
Q4 2022 Jan 25, 2023	SELL	$101.96 - $137.84 $25,490 - $34,460	-250 Reduced 0.42%	58,765 $7.88 Million
Q3 2022 Oct 26, 2022	BUY	$20.73 - $120.58 $10,365 - $60,290	500 Added 0.85%	59,015 $6.17 Million
Q2 2022 Jul 06, 2022	BUY	$112.61 - $135.91 $76,011 - $91,739	675 Added 1.17%	58,515 $6.59 Million
Q1 2022 Apr 13, 2022	SELL	$128.3 - $168.44 $160,375 - $210,550	-1,250 Reduced 2.12%	57,840 $7.89 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $31,412 - $39,412	-250 Reduced 0.42%	59,090 $8.9 Million
Q4 2020 Mar 26, 2021	BUY	$96.54 - $127.07 $5.73 Million - $7.54 Million	59,340 New	59,340 $7.54 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $645B
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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Bard Financial Services, Inc. Jpmorgan Chase & CO Transaction History