D.B. Root & Company, LLC Jpmorgan Chase & CO Transaction History

D.B. Root & Company, LLC

  • $292 Million
  • Q1 2024

A detailed history of D.B. Root & Company, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, D.B. Root & Company, LLC holds 2,798 shares of JPM stock, worth $573,002. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,798
Previous 1,419 97.18%
Holding current value
$573,002
Previous $241,000 132.37%
% of portfolio
0.19%
Previous 0.09%

Shares

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

Apr 17, 2024
BUY
$167.09 - $200.3 $230,417 - $276,213
1,379 Added 97.18%
2,798 $560,000
Q4 2023

Jan 16, 2024
BUY
$135.69 - $170.3 $192,544 - $241,655
1,419 New
1,419 $241,000
Q4 2022

Jan 27, 2023
BUY
$101.96 - $137.84 $172,414 - $233,087
1,691 New
1,691 $0
Q2 2022

Jul 21, 2022
SELL
$112.61 - $135.91 $173,194 - $209,029
-1,538 Closed
0 $0
Q1 2022

May 06, 2022
SELL
$128.3 - $168.44 $111,236 - $146,037
-867 Reduced 36.05%
1,538 $209,000
Q4 2021

Feb 01, 2022
BUY
$153.94 - $171.78 $150,553 - $168,000
978 Added 68.54%
2,405 $380,000
Q3 2021

Oct 22, 2021
SELL
$146.97 - $166.98 $85,683 - $97,349
-583 Reduced 29.0%
1,427 $233,000
Q2 2021

Jul 28, 2021
SELL
$147.37 - $166.44 $66,021 - $74,565
-448 Reduced 18.23%
2,010 $312,000
Q1 2021

May 04, 2021
SELL
$125.65 - $157.65 $8,041 - $10,089
-64 Reduced 2.54%
2,458 $374,000
Q4 2020

Feb 09, 2021
BUY
$96.54 - $127.07 $39,388 - $51,844
408 Added 19.3%
2,522 $320,000
Q3 2020

Oct 22, 2020
SELL
$91.28 - $103.82 $1,916 - $2,180
-21 Reduced 0.98%
2,114 $203,000
Q2 2020

Aug 06, 2020
BUY
$84.03 - $113.45 $179,404 - $242,215
2,135 New
2,135 $200,000
Q1 2020

Apr 29, 2020
SELL
$79.03 - $141.09 $197,100 - $351,878
-2,494 Closed
0 $0
Q4 2019

Jan 14, 2020
SELL
$111.82 - $139.4 $5,479 - $6,830
-49 Reduced 1.93%
2,494 $347,000
Q3 2019

Oct 29, 2019
SELL
$104.8 - $120.23 $12,052 - $13,826
-115 Reduced 4.33%
2,543 $299,000
Q2 2019

Jul 19, 2019
SELL
$104.64 - $116.12 $91,246 - $101,256
-872 Reduced 24.7%
2,658 $297,000
Q1 2019

Apr 12, 2019
SELL
$97.11 - $107.19 $11,070 - $12,219
-114 Reduced 3.13%
3,530 $357,000
Q4 2018

Jan 25, 2019
SELL
$92.14 - $115.32 $5,436 - $6,803
-59 Reduced 1.59%
3,644 $356,000
Q3 2018

Nov 05, 2018
SELL
$103.61 - $118.63 $62,269 - $71,296
-601 Reduced 13.96%
3,703 $418,000
Q2 2018

Jul 25, 2018
BUY
$103.24 - $114.29 $7,949 - $8,800
77 Added 1.82%
4,304 $449,000
Q1 2018

May 02, 2018
BUY
$107.01 - $118.77 $150,456 - $166,990
1,406 Added 49.84%
4,227 $465,000
Q4 2017

Feb 22, 2018
BUY
$95.86 - $107.83 $270,421 - $304,188
2,821
2,821 $302,000

Others Institutions Holding JPM

# of Institutions
4,423
Shares Held
1.98B
Call Options Held
35.5M
Put Options Held
32.6M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $601B
  • 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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