A detailed history of Cooper/Haims Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 3,239 shares of JPM stock, worth $717,406. This represents 0.37% of its overall portfolio holdings.

Number of Shares
3,239
Previous 2,920 10.92%
Holding current value
$717,406
Previous $584,000 12.16%
% of portfolio
0.37%
Previous 0.34%

Shares

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

Aug 09, 2024

BUY
$180.08 - $204.79 $57,445 - $65,328
319 Added 10.92%
3,239 $655,000
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $26,567 - $31,847
159 Added 5.76%
2,920 $584,000
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $9,905 - $12,431
-73 Reduced 2.58%
2,761 $469,000
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $10,883 - $12,008
76 Added 2.76%
2,834 $410,000
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $15,168 - $17,307
119 Added 4.51%
2,758 $401,000
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $249 - $287
2 Added 0.08%
2,639 $343,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $11,929 - $16,127
-117 Reduced 4.25%
2,637 $354,000
Q3 2022

Nov 01, 2022

SELL
$20.73 - $120.58 $2,031 - $11,816
-98 Reduced 3.44%
2,754 $288,000
Q2 2022

Jul 25, 2022

BUY
$112.61 - $135.91 $7,544 - $9,105
67 Added 2.41%
2,852 $321,000
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $91,991 - $120,771
-717 Reduced 20.47%
2,785 $380,000
Q4 2021

Jan 21, 2022

BUY
$153.94 - $171.78 $153 - $171
1 Added 0.03%
3,502 $555,000
Q2 2021

Aug 04, 2021

BUY
$147.37 - $166.44 $157,685 - $178,090
1,070 Added 44.01%
3,501 $545,000
Q1 2021

Apr 28, 2021

BUY
$125.65 - $157.65 $14,701 - $18,445
117 Added 5.06%
2,431 $370,000
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $223,393 - $294,039
2,314 New
2,314 $294,000
Q1 2020

May 13, 2020

SELL
$79.03 - $141.09 $146,284 - $261,157
-1,851 Closed
0 $0
Q2 2019

Jul 26, 2019

SELL
$104.64 - $116.12 $3.88 Million - $4.3 Million
-37,058 Reduced 95.24%
1,851 $207,000
Q1 2019

Apr 26, 2019

BUY
$97.11 - $107.19 $3.78 Million - $4.17 Million
38,909 New
38,909 $3.94 Million
Q4 2018

Jan 25, 2019

SELL
$92.14 - $115.32 $192,019 - $240,326
-2,084 Closed
0 $0
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $1,864 - $2,135
-18 Reduced 0.86%
2,084 $235,000
Q2 2018

Aug 01, 2018

BUY
$103.24 - $114.29 $3,510 - $3,885
34 Added 1.64%
2,102 $219,000
Q1 2018

May 02, 2018

SELL
$107.01 - $118.77 $7,062 - $7,838
-66 Reduced 3.09%
2,068 $227,000
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $204,565 - $230,109
2,134
2,134 $228,000

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 $650B
  • 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 Cooper/Haims Advisors, LLC Portfolio

Follow Cooper/Haims Advisors, 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 Cooper/Haims Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cooper/Haims Advisors, LLC with notifications on news.