A detailed history of Barrett & Company, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Barrett & Company, Inc. holds 9,711 shares of JPM stock, worth $2.34 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
9,711
Previous 9,982 2.71%
Holding current value
$2.34 Million
Previous $2.02 Billion 1.42%
% of portfolio
0.89%
Previous 0.91%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $52,817 - $60,920
-271 Reduced 2.71%
9,711 $2.05 Billion
Q2 2024

Jul 25, 2024

SELL
$180.08 - $204.79 $7,563 - $8,601
-42 Reduced 0.42%
9,982 $2.02 Billion
Q1 2024

Apr 17, 2024

BUY
$167.09 - $200.3 $605,367 - $725,686
3,623 Added 56.6%
10,024 $2.01 Billion
Q4 2023

Jan 24, 2024

SELL
$135.69 - $170.3 $7,462 - $9,366
-55 Reduced 0.85%
6,401 $1.09 Billion
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $25,204 - $27,808
-176 Reduced 2.65%
6,456 $936 Million
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $62,715 - $71,556
492 Added 8.01%
6,632 $965 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $766,947 - $882,932
6,140 New
6,140 $800 Million
Q4 2022

May 23, 2023

SELL
$101.96 - $137.84 $917 - $1,240
-9 Reduced 0.15%
6,131 $822 Million
Q3 2022

Jun 13, 2023

SELL
$20.73 - $120.58 $186 - $1,085
-9 Reduced 0.15%
6,131 $822 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 $706B
  • 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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