A detailed history of Dock Street Asset Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dock Street Asset Management Inc holds 2,911 shares of JPM stock, worth $691,653. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,911
Previous 3,082 5.55%
Holding current value
$691,653
Previous $623,000 1.61%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 21, 2024

SELL
$194.9 - $224.8 $33,327 - $38,440
-171 Reduced 5.55%
2,911 $613,000
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $79,955 - $90,926
444 Added 16.83%
3,082 $623,000
Q1 2024

May 23, 2024

BUY
$167.09 - $200.3 $11,362 - $13,620
68 Added 2.65%
2,638 $528,000
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $14,321 - $15,800
-100 Reduced 3.75%
2,570 $372,000
Q1 2022

Apr 14, 2022

SELL
$128.3 - $168.44 $5,773 - $7,579
-45 Reduced 1.66%
2,670 $364,000
Q2 2021

Jul 15, 2021

BUY
$147.37 - $166.44 $8,547 - $9,653
58 Added 2.18%
2,715 $422,000
Q1 2021

Apr 15, 2021

BUY
$125.65 - $157.65 $2,638 - $3,310
21 Added 0.8%
2,657 $404,000
Q4 2020

Jan 27, 2021

SELL
$96.54 - $127.07 $28,962 - $38,121
-300 Reduced 10.22%
2,636 $335,000
Q2 2020

Jul 22, 2020

BUY
$84.03 - $113.45 $27,981 - $37,778
333 Added 12.79%
2,936 $276,000
Q1 2020

May 06, 2020

SELL
$79.03 - $141.09 $102,739 - $183,417
-1,300 Reduced 33.31%
2,603 $234,000
Q2 2019

Jul 31, 2019

SELL
$104.64 - $116.12 $4,499 - $4,993
-43 Reduced 1.09%
3,903 $436,000
Q1 2018

Apr 24, 2018

BUY
$107.01 - $118.77 $19,261 - $21,378
180 Added 4.78%
3,946 $434,000
Q4 2017

Jan 29, 2018

BUY
$95.86 - $107.83 $83,494 - $93,919
871 Added 30.09%
3,766 $403,000
Q3 2017

Oct 17, 2017

BUY
$88.42 - $95.51 $255,975 - $276,501
2,895
2,895 $277,000

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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