A detailed history of Exeter Financial, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Exeter Financial, LLC holds 2,049 shares of JPM stock, worth $509,278. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,049
Previous 2,131 3.85%
Holding current value
$509,278
Previous $431,000 -0.0%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Oct 07, 2024

SELL
$194.9 - $224.8 $15,981 - $18,433
-82 Reduced 3.85%
2,049 $431,000
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $4,862 - $5,529
-27 Reduced 1.25%
2,131 $431,000
Q4 2023

Jan 16, 2024

BUY
$135.69 - $170.3 $17,639 - $22,139
130 Added 6.41%
2,158 $367,000
Q3 2021

Oct 22, 2021

SELL
$146.97 - $166.98 $13,815 - $15,696
-94 Reduced 4.43%
2,028 $332,000
Q2 2021

Jul 30, 2021

BUY
$147.37 - $166.44 $13,852 - $15,645
94 Added 4.64%
2,122 $331,000
Q4 2020

Feb 05, 2021

BUY
$96.54 - $127.07 $195,783 - $257,697
2,028 New
2,028 $258,000
Q4 2018

Feb 12, 2019

SELL
$92.14 - $115.32 $187,136 - $234,214
-2,031 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
$103.61 - $118.63 $210,431 - $240,937
2,031 New
2,031 $229,000

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
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