Fernwood Investment Management, LLC Jpmorgan Chase & CO Transaction History

Fernwood Investment Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$180.08 - $204.79 $2,521 - $2,867	-14 Reduced 1.37%	1,007 $203,000
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $170,598 - $204,506	1,021 New	1,021 $204,000
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $163,951 - $221,646	1,608 New	1,608 $215,000
Q1 2022 May 03, 2022	SELL	$128.3 - $168.44 $198,736 - $260,913	-1,549 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $18,472 - $20,613	120 Added 8.4%	1,549 $245,000
Q3 2021 Oct 28, 2021	SELL	$146.97 - $166.98 $7,936 - $9,016	-54 Reduced 3.64%	1,429 $234,000
Q2 2021 Aug 05, 2021	BUY	$147.37 - $166.44 $218,549 - $246,830	1,483 New	1,483 $231,000
Q4 2019 Feb 10, 2020	SELL	$111.82 - $139.4 $610,760 - $761,402	-5,462 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $572,417 - $656,696	5,462 New	5,462 $643,000

4,615

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $714B
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 ...

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