A detailed history of Collective Family Office LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Collective Family Office LLC holds 4,689 shares of JPM stock, worth $971,982. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,689
Previous 3,714 26.25%
Holding current value
$971,982
Previous $743,000 27.59%
% of portfolio
0.28%
Previous 0.24%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
$180.08 - $204.79 $175,578 - $199,670
975 Added 26.25%
4,689 $948,000
Q1 2024

Apr 09, 2024

BUY
$167.09 - $200.3 $54,638 - $65,498
327 Added 9.65%
3,714 $743,000
Q4 2023

Jan 09, 2024

SELL
$135.69 - $170.3 $16,961 - $21,287
-125 Reduced 3.56%
3,387 $576,000
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $6,301 - $6,952
-44 Reduced 1.24%
3,512 $509,000
Q2 2023

Jul 12, 2023

SELL
$127.47 - $145.44 $15,168 - $17,307
-119 Reduced 3.24%
3,556 $517,000
Q1 2023

Apr 12, 2023

SELL
$124.91 - $143.8 $171,001 - $196,862
-1,369 Reduced 27.14%
3,675 $478,000
Q4 2022

Jan 11, 2023

SELL
$101.96 - $137.84 $38,031 - $51,414
-373 Reduced 6.89%
5,044 $0
Q3 2022

Oct 14, 2022

SELL
$20.73 - $120.58 $70,399 - $409,489
-3,396 Reduced 38.53%
5,417 $566,000
Q2 2022

Jul 18, 2022

SELL
$112.61 - $135.91 $7,207 - $8,698
-64 Reduced 0.72%
8,813 $992,000
Q1 2022

Apr 25, 2022

BUY
$128.3 - $168.44 $168,073 - $220,656
1,310 Added 17.31%
8,877 $1.21 Million
Q4 2021

Jan 18, 2022

BUY
$153.94 - $171.78 $56,803 - $63,386
369 Added 5.13%
7,567 $1.2 Million
Q3 2021

Oct 08, 2021

BUY
$146.97 - $166.98 $7,495 - $8,515
51 Added 0.71%
7,198 $1.18 Million
Q2 2021

Jul 14, 2021

BUY
$147.37 - $166.44 $294 - $332
2 Added 0.03%
7,147 $1.11 Million
Q1 2021

Apr 14, 2021

BUY
$125.65 - $157.65 $71,997 - $90,333
573 Added 8.72%
7,145 $1.09 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $634,460 - $835,104
6,572 New
6,572 $835,000

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 $608B
  • 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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