A detailed history of Copperleaf Capital, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Copperleaf Capital, LLC holds 1,717 shares of JPM stock, worth $355,487. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,717
Previous 1,946 11.77%
Holding current value
$355,487
Previous $389,000 10.8%
% of portfolio
0.32%
Previous 0.37%

Shares

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

Aug 13, 2024

SELL
$180.08 - $204.79 $41,238 - $46,896
-229 Reduced 11.77%
1,717 $347,000
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $56,476 - $67,701
338 Added 21.02%
1,946 $389,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $4,439 - $4,898
31 Added 1.97%
1,608 $233,000
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $201,020 - $229,358
1,577 New
1,577 $229,000

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 $607B
  • 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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