A detailed history of Brick & Kyle, Associates transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brick & Kyle, Associates holds 33,900 shares of JPM stock, worth $8.05 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares
33,900
Previous 36,775 7.82%
Holding current value
$8.05 Million
Previous $7.44 Million 5.22%
% of portfolio
3.02%
Previous 3.07%

Shares

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

Nov 14, 2024

SELL
$194.9 - $224.8 $560,337 - $646,300
-2,875 Reduced 7.82%
33,900 $7.05 Million
Q2 2024

Aug 15, 2024

BUY
$180.08 - $204.79 $219,877 - $250,048
1,221 Added 3.43%
36,775 $7.44 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $105,099 - $125,988
-629 Reduced 1.74%
35,554 $7.05 Million
Q4 2023

Feb 15, 2024

SELL
$135.69 - $170.3 $31,887 - $40,020
-235 Reduced 0.65%
36,183 $6.15 Million
Q3 2023

Nov 15, 2023

BUY
$143.21 - $158.0 $246,750 - $272,234
1,723 Added 4.97%
36,418 $5.28 Million
Q2 2023

Aug 15, 2023

SELL
$127.47 - $145.44 $509 - $581
-4 Reduced 0.01%
34,695 $5.02 Million
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $23,732 - $27,322
-190 Reduced 0.54%
34,699 $4.52 Million
Q4 2022

Feb 16, 2023

SELL
$101.96 - $137.84 $46,391 - $62,717
-455 Reduced 1.29%
34,889 $4.68 Million
Q3 2022

Nov 16, 2022

BUY
$20.73 - $120.58 $6,488 - $37,741
313 Added 0.89%
35,344 $3.71 Million
Q2 2022

Aug 16, 2022

BUY
$112.61 - $135.91 $35,809 - $43,219
318 Added 0.92%
35,031 $3.29 Million
Q1 2022

May 23, 2022

SELL
$128.3 - $168.44 $93,787 - $123,129
-731 Reduced 2.06%
34,713 $4.73 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $168,102 - $187,583
1,092 Added 3.18%
35,444 $5.61 Million
Q3 2021

Nov 18, 2021

BUY
$146.97 - $166.98 $28,218 - $32,060
192 Added 0.56%
34,352 $5.64 Million
Q2 2021

Aug 18, 2021

BUY
$147.37 - $166.44 $149,138 - $168,437
1,012 Added 3.05%
34,160 $5.31 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $70,615 - $88,599
-562 Reduced 1.67%
33,148 $5.06 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $3,861 - $5,082
40 Added 0.12%
33,710 $4.26 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $19,625 - $22,321
215 Added 0.64%
33,670 $3.21 Million
Q2 2020

Jul 30, 2020

BUY
$84.03 - $113.45 $57,140 - $77,146
680 Added 2.07%
33,455 $3.14 Million
Q1 2020

May 13, 2020

SELL
$79.03 - $141.09 $41,964 - $74,918
-531 Reduced 1.59%
32,775 $2.94 Million
Q4 2019

Jan 22, 2020

SELL
$111.82 - $139.4 $192,554 - $240,046
-1,722 Reduced 4.92%
33,306 $4.6 Million
Q3 2019

Oct 30, 2019

SELL
$104.8 - $120.23 $3.72 Million - $4.27 Million
-35,519 Closed
0 $0
Q2 2019

Jul 17, 2019

SELL
$104.64 - $116.12 $28,985 - $32,165
-277 Reduced 0.77%
35,519 $0
Q1 2019

Jun 14, 2019

SELL
$97.11 - $107.19 $32,337 - $35,694
-333 Reduced 0.92%
35,796 $0
Q4 2018

Jun 13, 2019

SELL
$92.14 - $115.32 $100,893 - $126,275
-1,095 Reduced 2.94%
36,129 $3.53 Million
Q2 2018

Aug 07, 2018

SELL
$103.24 - $114.29 $1,961 - $2,171
-19 Reduced 0.05%
37,224 $3.88 Million
Q1 2018

May 10, 2018

SELL
$107.01 - $118.77 $13,804 - $15,321
-129 Reduced 0.35%
37,243 $4.1 Million
Q4 2017

Jan 24, 2018

BUY
$95.86 - $107.83 $3,259 - $3,666
34 Added 0.09%
37,372 $4 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $3.3 Million - $3.57 Million
37,338
37,338 $3.57 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 $697B
  • 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
Track This Portfolio

Track Brick & Kyle, Associates Portfolio

Follow Brick & Kyle, Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brick & Kyle, Associates, based on Form 13F filings with the SEC.

News

Stay updated on Brick & Kyle, Associates with notifications on news.