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 57,190 shares of JPM stock, worth $12 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
57,190
Previous 57,965 1.34%
Holding current value
$12 Million
Previous $11.6 Million 0.37%
% of portfolio
1.21%
Previous 1.24%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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