A detailed history of Burkett Financial Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Burkett Financial Services, LLC holds 3,631 shares of JPM stock, worth $743,592. This represents 0.37% of its overall portfolio holdings.

Number of Shares
3,631
Previous 3,634 0.08%
Holding current value
$743,592
Previous $618 Million 17.66%
% of portfolio
0.37%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 01, 2024

SELL
$167.09 - $200.3 $501 - $600
-3 Reduced 0.08%
3,631 $727 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $493,097 - $618,870
3,634 New
3,634 $618 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 $601B
  • 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 Burkett Financial Services, LLC Portfolio

Follow Burkett Financial Services, LLC 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 Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.