A detailed history of Epic Trust Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 1,398 shares of JPM stock, worth $342,174. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,398
Previous 1,234 13.29%
Holding current value
$342,174
Previous $247,000 14.17%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Jul 17, 2024

BUY
$180.08 - $204.79 $29,533 - $33,585
164 Added 13.29%
1,398 $282,000
Q1 2024

Apr 19, 2024

BUY
$167.09 - $200.3 $206,189 - $247,170
1,234 New
1,234 $247,000
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $187,489 - $215,843
1,501 Added 54.54%
4,253 $554,000
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $112,359 - $151,899
-1,102 Reduced 28.59%
2,752 $369,000
Q3 2022

Nov 07, 2022

BUY
$20.73 - $120.58 $13,267 - $77,171
640 Added 19.91%
3,854 $403,000
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $109,456 - $132,104
972 Added 43.35%
3,214 $362,000
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $104,436 - $137,110
814 Added 57.0%
2,242 $306,000
Q4 2021

Jan 14, 2022

BUY
$153.94 - $171.78 $219,826 - $245,301
1,428 New
1,428 $226,000

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 $718B
  • 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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