A detailed history of Ellevest, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ellevest, Inc. holds 4,194 shares of JPM stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,194
Previous 4,160 0.82%
Holding current value
$1.04 Million
Previous $841,000 5.11%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 13, 2024

BUY
$194.9 - $224.8 $6,626 - $7,643
34 Added 0.82%
4,194 $884,000
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $139,381 - $158,507
-774 Reduced 15.69%
4,160 $841,000
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $240,609 - $288,432
1,440 Added 41.21%
4,934 $988,000
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $99,053 - $124,319
730 Added 26.41%
3,494 $594,000
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $38,237 - $42,186
267 Added 10.69%
2,764 $400,000
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $163,926 - $187,035
1,286 Added 106.19%
2,497 $363,000
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $33,725 - $38,826
-270 Reduced 18.23%
1,211 $157,000
Q4 2022

Feb 03, 2023

SELL
$101.96 - $137.84 $203 - $275
-2 Reduced 0.13%
1,481 $198,000
Q3 2022

Nov 02, 2022

SELL
$20.73 - $120.58 $4,954 - $28,818
-239 Reduced 13.88%
1,483 $155,000
Q2 2022

Jul 18, 2022

SELL
$112.61 - $135.91 $10,472 - $12,639
-93 Reduced 5.12%
1,722 $194,000
Q1 2022

Apr 19, 2022

SELL
$128.3 - $168.44 $38,361 - $50,363
-299 Reduced 14.14%
1,815 $247,000
Q4 2021

Jan 24, 2022

SELL
$153.94 - $171.78 $26,169 - $29,202
-170 Reduced 7.44%
2,114 $335,000
Q3 2021

Oct 19, 2021

SELL
$146.97 - $166.98 $57,759 - $65,623
-393 Reduced 14.68%
2,284 $374,000
Q2 2021

Jul 13, 2021

SELL
$147.37 - $166.44 $368,719 - $416,432
-2,502 Reduced 48.31%
2,677 $416,000
Q1 2021

May 03, 2021

BUY
$125.65 - $157.65 $83,431 - $104,679
664 Added 14.71%
5,179 $788,000
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $35,719 - $47,015
370 Added 8.93%
4,515 $574,000
Q3 2020

Oct 26, 2020

BUY
$91.28 - $103.82 $11,592 - $13,185
127 Added 3.16%
4,145 $399,000
Q2 2020

Jul 06, 2020

BUY
$84.03 - $113.45 $103,861 - $140,224
1,236 Added 44.43%
4,018 $378,000
Q1 2020

Apr 13, 2020

BUY
$79.03 - $141.09 $50,184 - $89,592
635 Added 29.58%
2,782 $250,000
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $106,117 - $132,290
949 Added 79.22%
2,147 $299,000
Q3 2019

Oct 08, 2019

SELL
$104.8 - $120.23 $3,668 - $4,208
-35 Reduced 2.84%
1,198 $141,000
Q2 2019

Aug 20, 2019

BUY
$104.64 - $116.12 $98,361 - $109,152
940 Added 320.82%
1,233 $138,000
Q1 2019

May 01, 2019

BUY
$97.11 - $107.19 $28,453 - $31,406
293 New
293 $30,000

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 $729B
  • 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
Track This Portfolio

Track Ellevest, Inc. Portfolio

Follow Ellevest, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ellevest, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ellevest, Inc. with notifications on news.