A detailed history of Ethic Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ethic Inc. holds 33,475 shares of JPM stock, worth $8.32 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
33,475
Previous 40,741 17.83%
Holding current value
$8.32 Million
Previous $8.24 Million 14.38%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Nov 13, 2024

SELL
$194.9 - $224.8 $1.42 Million - $1.63 Million
-7,266 Reduced 17.83%
33,475 $7.06 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $1.31 Million - $1.49 Million
7,266 Added 21.71%
40,741 $8.24 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $214,376 - $256,984
1,283 Added 3.99%
33,475 $6.71 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $706,673 - $886,922
5,208 Added 19.3%
32,192 $5.48 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $1.09 Million - $1.2 Million
7,607 Added 39.26%
26,984 $3.91 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $334,098 - $381,198
2,621 Added 15.64%
19,377 $2.82 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $135,027 - $155,447
-1,081 Reduced 6.06%
16,756 $2.18 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $118,477 - $160,170
1,162 Added 6.97%
17,837 $2.39 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $207 - $1,205
10 Added 0.06%
16,675 $1.74 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $23,422 - $28,269
208 Added 1.26%
16,665 $1.88 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $91,221 - $119,760
-711 Reduced 4.14%
16,457 $2.24 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $170,257 - $189,988
1,106 Added 6.89%
17,168 $2.72 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $132,126 - $150,115
899 Added 5.93%
16,062 $2.63 Million
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $3 Million - $3.39 Million
-20,360 Reduced 57.31%
15,163 $2.36 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $337,747 - $423,763
2,688 Added 8.19%
35,523 $5.41 Million
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $895,408 - $1.18 Million
9,275 Added 39.37%
32,835 $4.17 Million
Q3 2020

Oct 27, 2020

BUY
$91.28 - $103.82 $350,058 - $398,149
3,835 Added 19.44%
23,560 $2.27 Million
Q2 2020

Aug 12, 2020

BUY
$84.03 - $113.45 $361,749 - $488,402
4,305 Added 27.92%
19,725 $1.86 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $293,122 - $523,302
3,709 Added 31.67%
15,420 $1.39 Million
Q4 2019

May 22, 2020

BUY
$111.82 - $139.4 $62,731 - $78,203
561 Added 5.03%
11,711 $1.63 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $1.25 Million - $1.55 Million
11,150 New
11,150 $1.55 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 $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
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