A detailed history of Eagle Ridge Investment Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Eagle Ridge Investment Management holds 69,153 shares of JPM stock, worth $17 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
69,153
Previous 69,186 0.05%
Holding current value
$17 Million
Previous $14 Million 4.17%
% of portfolio
1.28%
Previous 1.3%

Shares

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

Oct 23, 2024

SELL
$194.9 - $224.8 $6,431 - $7,418
-33 Reduced 0.05%
69,153 $14.6 Million
Q2 2024

Jul 24, 2024

SELL
$180.08 - $204.79 $111,649 - $126,969
-620 Reduced 0.89%
69,186 $14 Million
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $331,172 - $396,994
-1,982 Reduced 2.76%
69,806 $14 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $11,940 - $14,986
88 Added 0.12%
71,788 $12.2 Million
Q3 2023

Oct 24, 2023

SELL
$143.21 - $158.0 $94,518 - $104,280
-660 Reduced 0.91%
71,700 $10.4 Million
Q2 2023

Jul 18, 2023

SELL
$127.47 - $145.44 $553,347 - $631,355
-4,341 Reduced 5.66%
72,360 $10.5 Million
Q1 2023

Apr 18, 2023

SELL
$124.91 - $143.8 $62,455 - $71,900
-500 Reduced 0.65%
76,701 $9.99 Million
Q4 2022

Jan 19, 2023

SELL
$101.96 - $137.84 $60,972 - $82,428
-598 Reduced 0.77%
77,201 $0
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $1,907 - $11,093
92 Added 0.12%
77,799 $8.13 Million
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $299,880 - $361,928
2,663 Added 3.55%
77,707 $8.75 Million
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $196,683 - $258,218
1,533 Added 2.09%
75,044 $10.2 Million
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $257,387 - $287,216
-1,672 Reduced 2.22%
73,511 $11.6 Million
Q3 2021

Nov 02, 2021

BUY
$146.97 - $166.98 $274,246 - $311,584
1,866 Added 2.55%
75,183 $12.3 Million
Q2 2021

Jul 19, 2021

SELL
$147.37 - $166.44 $199,833 - $225,692
-1,356 Reduced 1.82%
73,317 $11.4 Million
Q1 2021

Apr 19, 2021

SELL
$125.65 - $157.65 $948,531 - $1.19 Million
-7,549 Reduced 9.18%
74,673 $11.4 Million
Q4 2020

Jan 29, 2021

SELL
$96.54 - $127.07 $193,466 - $254,648
-2,004 Reduced 2.38%
82,222 $10.4 Million
Q3 2020

Oct 28, 2020

SELL
$91.28 - $103.82 $24,463 - $27,823
-268 Reduced 0.32%
84,226 $8.11 Million
Q2 2020

Jul 29, 2020

SELL
$84.03 - $113.45 $557,623 - $752,854
-6,636 Reduced 7.28%
84,494 $7.95 Million
Q1 2020

Apr 29, 2020

SELL
$79.03 - $141.09 $829,735 - $1.48 Million
-10,499 Reduced 10.33%
91,130 $8.2 Million
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $131,612 - $164,073
1,177 Added 1.17%
101,629 $14.2 Million
Q3 2019

Oct 31, 2019

SELL
$104.8 - $120.23 $221,966 - $254,647
-2,118 Reduced 2.06%
100,452 $11.8 Million
Q2 2019

Aug 01, 2019

SELL
$104.64 - $116.12 $166,377 - $184,630
-1,590 Reduced 1.53%
102,570 $11.5 Million
Q1 2019

May 07, 2019

BUY
$97.11 - $107.19 $133,914 - $147,815
1,379 Added 1.34%
104,160 $10.5 Million
Q4 2018

Feb 07, 2019

BUY
$92.14 - $115.32 $128,627 - $160,986
1,396 Added 1.38%
102,781 $10 Million
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $106,821 - $122,307
-1,031 Reduced 1.01%
101,385 $11.4 Million
Q2 2018

Jul 26, 2018

BUY
$103.24 - $114.29 $14,969 - $16,572
145 Added 0.14%
102,416 $10.7 Million
Q1 2018

Apr 25, 2018

SELL
$107.01 - $118.77 $126,699 - $140,623
-1,184 Reduced 1.14%
102,271 $11.2 Million
Q4 2017

Jan 26, 2018

SELL
$95.86 - $107.83 $58,953 - $66,315
-615 Reduced 0.59%
103,455 $11.1 Million
Q3 2017

Oct 26, 2017

BUY
$88.42 - $95.51 $9.2 Million - $9.94 Million
104,070
104,070 $9.94 Million

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 $720B
  • 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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