Brooks, Moore & Associates, Inc. Jpmorgan Chase & CO Transaction History

Brooks, Moore & Associates, Inc.

$155 Million
Q1 2024

A detailed history of Brooks, Moore & Associates, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brooks, Moore & Associates, Inc. holds 31,665 shares of JPM stock, worth $6.58 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares

31,665

Previous 31,790 0.39%

Holding current value

$6.58 Million

Previous $5.41 Million 17.29%

% of portfolio

4.08%

Previous 3.77%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $20,886 - $25,037	-125 Reduced 0.39%	31,665 $6.34 Million
Q4 2023 Feb 15, 2024	SELL	$135.69 - $170.3 $67,437 - $84,639	-497 Reduced 1.54%	31,790 $5.41 Million
Q3 2023 Nov 15, 2023	SELL	$143.21 - $158.0 $66,449 - $73,312	-464 Reduced 1.42%	32,287 $4.68 Million
Q2 2023 Aug 15, 2023	SELL	$127.47 - $145.44 $28,680 - $32,724	-225 Reduced 0.68%	32,751 $4.76 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $74,821 - $86,136	599 Added 1.85%	32,976 $4.3 Million

Q4 2022 Feb 03, 2023	BUY	$101.96 - $137.84 $122,148 - $165,132	1,198 Added 3.84%	32,377 $4.34 Million
Q3 2022 Nov 17, 2022	BUY	$20.73 - $120.58 $4,374 - $25,442	211 Added 0.68%	31,179 $3.26 Million
Q2 2022 Aug 04, 2022	BUY	$112.61 - $135.91 $314,632 - $379,732	2,794 Added 9.92%	30,968 $3.49 Million
Q1 2022 May 03, 2022	BUY	$128.3 - $168.44 $1.15 Million - $1.51 Million	8,986 Added 46.83%	28,174 $3.84 Million
Q4 2021 Feb 04, 2022	SELL	$153.94 - $171.78 $15,394 - $17,178	-100 Reduced 0.52%	19,188 $3.04 Million
Q3 2021 Nov 08, 2021	SELL	$146.97 - $166.98 $44,091 - $50,094	-300 Reduced 1.53%	19,288 $3.16 Million
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $68,084 - $76,895	462 Added 2.42%	19,588 $3.05 Million
Q1 2021 May 04, 2021	SELL	$125.65 - $157.65 $12,690 - $15,922	-101 Reduced 0.53%	19,126 $2.91 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $38,519 - $50,700	-399 Reduced 2.03%	19,227 $2.44 Million
Q3 2020 Nov 02, 2020	SELL	$91.28 - $103.82 $25,102 - $28,550	-275 Reduced 1.38%	19,626 $1.89 Million
Q2 2020 Aug 10, 2020	BUY	$84.03 - $113.45 $34,704 - $46,854	413 Added 2.12%	19,901 $1.87 Million
Q1 2020 Apr 22, 2020	SELL	$79.03 - $141.09 $35,721 - $63,772	-452 Reduced 2.27%	19,488 $1.76 Million
Q4 2019 Jan 30, 2020	SELL	$111.82 - $139.4 $30,750 - $38,335	-275 Reduced 1.36%	19,940 $2.78 Million
Q3 2019 Oct 25, 2019	BUY	$104.8 - $120.23 $78,390 - $89,932	748 Added 3.84%	20,215 $2.38 Million
Q2 2019 Aug 09, 2019	BUY	$104.64 - $116.12 $106,523 - $118,210	1,018 Added 5.52%	19,467 $2.18 Million
Q1 2019 Apr 24, 2019	SELL	$97.11 - $107.19 $73,997 - $81,678	-762 Reduced 3.97%	18,449 $1.87 Million
Q4 2018 Feb 06, 2019	BUY	$92.14 - $115.32 $1.77 Million - $2.22 Million	19,211 New	19,211 $1.88 Million

Others Institutions Holding JPM

# of Institutions

4,429

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $610B
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 ...

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Brooks, Moore & Associates, Inc. Jpmorgan Chase & CO Transaction History