A detailed history of Covestor LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Covestor LTD holds 1,914 shares of JPM stock, worth $387,125. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,914
Previous 2,097 8.73%
Holding current value
$387,125
Previous $358,000 6.98%
% of portfolio
0.24%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $30,577 - $36,654
-183 Reduced 8.73%
1,914 $383,000
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $58,075 - $72,888
428 Added 25.64%
2,097 $358,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $57,713 - $63,674
403 Added 31.83%
1,669 $242,000
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $53,154 - $60,648
-417 Reduced 24.78%
1,266 $184,000
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $57,708 - $66,435
-462 Reduced 21.54%
1,683 $220,000
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $2,650 - $3,583
-26 Reduced 1.2%
2,145 $287,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $3,814 - $22,186
184 Added 9.26%
2,171 $227,000
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $62,948 - $75,973
-559 Reduced 21.96%
1,987 $224,000
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $62,225 - $81,693
485 Added 23.53%
2,546 $347,000
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $317,270 - $354,038
2,061 New
2,061 $327,000

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 $593B
  • 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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