A detailed history of Coyle Financial Counsel LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Coyle Financial Counsel LLC holds 1,651 shares of JPM stock, worth $392,277. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,651
Previous 1,309 26.13%
Holding current value
$392,277
Previous $264,000 31.44%
% of portfolio
0.12%
Previous 0.1%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$194.9 - $224.8 $66,655 - $76,881
342 Added 26.13%
1,651 $347,000
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $12,197 - $14,621
73 Added 5.91%
1,309 $262,000
Q4 2023

Feb 15, 2024

BUY
$135.69 - $170.3 $167,712 - $210,490
1,236 New
1,236 $210,000
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $185,341 - $211,469
1,454 New
1,454 $211,000
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $1,013 - $1,223
-9 Reduced 0.41%
2,176 $245,000
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $1,154 - $1,515
9 Added 0.41%
2,185 $298,000
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $1,231 - $1,374
8 Added 0.37%
2,176 $345,000
Q3 2021

Nov 19, 2021

BUY
$146.97 - $166.98 $318,630 - $362,012
2,168 New
2,168 $355,000
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $235,284 - $317,660
-2,800 Closed
0 $0
Q1 2020

May 12, 2020

SELL
$79.03 - $141.09 $9,483 - $16,930
-120 Reduced 4.11%
2,800 $252,000
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $102,874 - $128,248
920 Added 46.0%
2,920 $407,000
Q4 2019

Feb 12, 2020

SELL
$111.82 - $139.4 $111,820 - $139,400
-1,000 Reduced 33.33%
2,000 $407,000
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $313,920 - $348,360
3,000 New
3,000 $335,000
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $22,276 - $25,505
-215 Closed
0 $0
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $11,769 - $13,029
-114 Reduced 34.65%
215 $22,000
Q1 2018

May 03, 2018

BUY
$107.01 - $118.77 $35,206 - $39,075
329 New
329 $36,000

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 $697B
  • 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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