A detailed history of Drake & Associates, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Drake & Associates, LLC holds 5,658 shares of JPM stock, worth $1.34 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,658
Previous 5,256 7.65%
Holding current value
$1.34 Million
Previous $1.06 Million 12.14%
% of portfolio
0.39%
Previous 0.38%

Shares

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

Oct 16, 2024

BUY
$194.9 - $224.8 $78,349 - $90,369
402 Added 7.65%
5,658 $1.19 Million
Q2 2024

Aug 05, 2024

BUY
$180.08 - $204.79 $38,176 - $43,415
212 Added 4.2%
5,256 $1.06 Million
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $41,605 - $49,874
-249 Reduced 4.7%
5,044 $1.01 Million
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $28,087 - $35,252
-207 Reduced 3.76%
5,293 $900,000
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $41,530 - $45,820
290 Added 5.57%
5,500 $797,000
Q2 2023

Jul 11, 2023

BUY
$127.47 - $145.44 $2,039 - $2,327
16 Added 0.31%
5,210 $757,000
Q1 2023

Apr 10, 2023

BUY
$124.91 - $143.8 $222,839 - $256,539
1,784 Added 52.32%
5,194 $676,000
Q4 2022

Jan 17, 2023

BUY
$101.96 - $137.84 $68,313 - $92,352
670 Added 24.45%
3,410 $0
Q3 2022

Oct 17, 2022

BUY
$20.73 - $120.58 $10,696 - $62,219
516 Added 23.2%
2,740 $286,000
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $250,444 - $302,263
2,224 New
2,224 $250,000

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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