A detailed history of Charter Oak Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 8,797 shares of JPM stock, worth $2.12 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,797
Previous 7,735 13.73%
Holding current value
$2.12 Million
Previous $1.56 Million 18.54%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $206,983 - $238,737
1,062 Added 13.73%
8,797 $1.85 Million
Q2 2024

Jul 24, 2024

SELL
$180.08 - $204.79 $85,538 - $97,275
-475 Reduced 5.79%
7,735 $1.56 Million
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $106,269 - $127,390
636 Added 8.4%
8,210 $1.64 Million
Q4 2023

Jan 26, 2024

BUY
$135.69 - $170.3 $30,394 - $38,147
224 Added 3.05%
7,574 $1.29 Million
Q3 2023

Oct 04, 2023

SELL
$143.21 - $158.0 $5,155 - $5,688
-36 Reduced 0.49%
7,350 $1.07 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $28,425 - $32,433
223 Added 3.11%
7,386 $1.07 Million
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $11,241 - $12,942
90 Added 1.27%
7,163 $933,000
Q4 2022

Jan 20, 2023

SELL
$101.96 - $137.84 $15,599 - $21,089
-153 Reduced 2.12%
7,073 $0
Q3 2022

Dec 06, 2022

SELL
$20.73 - $120.58 $61,526 - $357,881
-2,968 Reduced 29.12%
7,226 $755,000
Q2 2022

Jul 21, 2022

BUY
$112.61 - $135.91 $19,706 - $23,784
175 Added 1.75%
10,194 $1.15 Million
Q1 2022

May 05, 2022

BUY
$128.3 - $168.44 $166,790 - $218,972
1,300 Added 14.91%
10,019 $1.37 Million
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $11,853 - $13,227
77 Added 0.89%
8,719 $1.38 Million
Q3 2021

Nov 08, 2021

BUY
$146.97 - $166.98 $33,950 - $38,572
231 Added 2.75%
8,642 $1.42 Million
Q2 2021

Jul 29, 2021

BUY
$147.37 - $166.44 $18,273 - $20,638
124 Added 1.5%
8,411 $1.31 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $1,884 - $2,364
15 Added 0.18%
8,287 $1.26 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $798,578 - $1.05 Million
8,272 New
8,272 $1.05 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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