A detailed history of Family Management Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Family Management Corp holds 19,371 shares of JPM stock, worth $4.05 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
19,371
Previous 18,843 2.8%
Holding current value
$4.05 Million
Previous $3.21 Million 21.06%
% of portfolio
0.74%
Previous 0.69%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $88,223 - $105,758
528 Added 2.8%
19,371 $3.88 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $4,342 - $5,449
32 Added 0.17%
18,843 $3.21 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $2.05 Million - $2.26 Million
-14,294 Reduced 43.18%
18,811 $2.73 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $66,794 - $76,210
-524 Reduced 1.56%
33,105 $4.81 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $124,160 - $142,937
-994 Reduced 2.87%
33,629 $4.38 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $9,584 - $12,956
-94 Reduced 0.27%
34,623 $4.64 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $7,359 - $42,805
-355 Reduced 1.01%
34,717 $3.63 Million
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $302,020 - $364,510
-2,682 Reduced 7.1%
35,072 $3.95 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $7,184 - $9,432
56 Added 0.15%
37,754 $5.15 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $91,286 - $101,865
593 Added 1.6%
37,698 $5.97 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $155,494 - $176,664
-1,058 Reduced 2.77%
37,105 $6.07 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $428,551 - $484,007
2,908 Added 8.25%
38,163 $5.94 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $269,896 - $338,632
2,148 Added 6.49%
35,255 $5.37 Million
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $3.2 Million - $4.21 Million
33,107 New
33,107 $4.21 Million
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $429,746 - $488,784
-4,708 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $67,224 - $90,760
800 Added 20.47%
4,708 $443,000
Q1 2020

May 06, 2020

SELL
$79.03 - $141.09 $77,686 - $138,691
-983 Reduced 20.1%
3,908 $352,000
Q4 2019

Feb 11, 2020

SELL
$111.82 - $139.4 $894 - $1,115
-8 Reduced 0.16%
4,891 $682,000
Q3 2019

Nov 15, 2019

BUY
$104.8 - $120.23 $5,764 - $6,612
55 Added 1.14%
4,899 $577,000
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $22,951 - $26,330
-219 Reduced 4.33%
4,844 $570,000
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $21,869 - $24,269
209 Added 4.31%
5,063 $566,000
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $84,971 - $93,791
875 Added 21.99%
4,854 $491,000
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $78,319 - $98,022
-850 Reduced 17.6%
3,979 $388,000
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $15,541 - $17,794
-150 Reduced 3.01%
4,829 $545,000
Q4 2017

Feb 15, 2018

BUY
$95.86 - $107.83 $47,930 - $53,915
500 Added 11.16%
4,979 $532,000
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $123,788 - $133,714
1,400 Added 45.47%
4,479 $428,000
Q2 2017

Aug 18, 2017

BUY
N/A
3,079
3,079 $281,000

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 $613B
  • 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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