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 $1.93 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,797
Previous 7,735 13.73%
Holding current value
$1.93 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 $645B
  • 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 Charter Oak Capital Management, LLC Portfolio

Follow Charter Oak Capital Management, 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 Charter Oak Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charter Oak Capital Management, LLC with notifications on news.