A detailed history of Charter Research & Investment Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Charter Research & Investment Group, Inc. holds 2,976 shares of JPM stock, worth $631,626. This represents 0.47% of its overall portfolio holdings.

Number of Shares
2,976
Previous 2,976 -0.0%
Holding current value
$631,626
Previous $506,000 17.79%
% of portfolio
0.47%
Previous 0.42%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $4,070 - $5,109
30 Added 1.02%
2,976 $506,000
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $3,007 - $3,318
-21 Reduced 0.71%
2,946 $427,000
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $12,747 - $14,544
100 Added 3.49%
2,967 $431,000
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $2,623 - $3,019
21 Added 0.74%
2,867 $373,000
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $4,208 - $24,477
-203 Reduced 6.66%
2,846 $297,000
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $337 - $407
-3 Reduced 0.1%
3,049 $343,000
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $2,694 - $3,537
21 Added 0.69%
3,052 $416,000
Q3 2020

Nov 10, 2020

SELL
$91.28 - $103.82 $118,664 - $134,966
-1,300 Reduced 30.02%
3,031 $292,000
Q4 2019

Jan 30, 2020

BUY
$111.82 - $139.4 $67,092 - $83,640
600 Added 16.08%
4,331 $604,000
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $21,274 - $24,406
203 Added 5.75%
3,731 $439,000
Q2 2018

Aug 10, 2018

SELL
$103.24 - $114.29 $12,182 - $13,486
-118 Reduced 3.24%
3,528 $368,000
Q4 2017

Feb 02, 2018

BUY
$95.86 - $107.83 $349,505 - $393,148
3,646
3,646 $390,000

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 $623B
  • 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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