A detailed history of Edgemoor Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 7,048 shares of JPM stock, worth $1.56 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,048
Previous 7,047 0.01%
Holding current value
$1.56 Million
Previous $1.41 Million 0.99%
% of portfolio
0.13%
Previous 0.13%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $180 - $204
1 Added 0.01%
7,048 $1.43 Million
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $85,884 - $102,954
514 Added 7.87%
7,047 $1.41 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $135 - $170
1 Added 0.02%
6,533 $1.11 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $143 - $158
1 Added 0.02%
6,532 $947,000
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $127 - $145
1 Added 0.02%
6,531 $949,000
Q1 2023

May 09, 2023

SELL
$124.91 - $143.8 $62,829 - $72,331
-503 Reduced 7.15%
6,530 $850,000
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $176,696 - $238,876
1,733 Added 32.7%
7,033 $943,000
Q3 2022

Nov 08, 2022

BUY
$20.73 - $120.58 $20 - $120
1 Added 0.02%
5,300 $554,000
Q2 2022

Aug 04, 2022

SELL
$112.61 - $135.91 $6,306 - $7,610
-56 Reduced 1.05%
5,299 $597,000
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $194,374 - $255,186
1,515 Added 39.45%
5,355 $730,000
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $13,546 - $15,116
88 Added 2.35%
3,840 $608,000
Q3 2021

Nov 02, 2021

SELL
$146.97 - $166.98 $66,136 - $75,141
-450 Reduced 10.71%
3,752 $614,000
Q1 2021

May 12, 2021

BUY
$125.65 - $157.65 $4,649 - $5,833
37 Added 0.89%
4,202 $640,000
Q4 2020

Feb 11, 2021

SELL
$96.54 - $127.07 $9,364 - $12,325
-97 Reduced 2.28%
4,165 $529,000
Q3 2020

Nov 10, 2020

SELL
$91.28 - $103.82 $6,298 - $7,163
-69 Reduced 1.59%
4,262 $410,000
Q4 2019

Feb 04, 2020

SELL
$111.82 - $139.4 $447 - $557
-4 Reduced 0.09%
4,331 $604,000
Q3 2019

Nov 06, 2019

SELL
$104.8 - $120.23 $21,693 - $24,887
-207 Reduced 4.56%
4,335 $510,000
Q1 2019

May 08, 2019

BUY
$97.11 - $107.19 $43,602 - $48,128
449 Added 10.97%
4,542 $460,000
Q3 2018

Oct 26, 2018

SELL
$103.61 - $118.63 $46,210 - $52,908
-446 Reduced 9.83%
4,093 $462,000
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $11,771 - $13,064
110 Added 2.48%
4,539 $499,000
Q4 2017

Feb 07, 2018

SELL
$95.86 - $107.83 $48,505 - $54,561
-506 Reduced 10.25%
4,429 $497,000
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $436,352 - $471,341
4,935
4,935 $471,000

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 $650B
  • 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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