A detailed history of Fiduciary Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fiduciary Group LLC holds 95,399 shares of JPM stock, worth $21 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
95,399
Previous 96,769 1.42%
Holding current value
$21 Million
Previous $19.4 Million 0.45%
% of portfolio
2.1%
Previous 2.13%

Shares

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

Aug 08, 2024

SELL
$180.08 - $204.79 $246,709 - $280,562
-1,370 Reduced 1.42%
95,399 $19.3 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $411,876 - $493,739
-2,465 Reduced 2.48%
96,769 $19.4 Million
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $340,174 - $426,942
-2,507 Reduced 2.46%
99,234 $16.9 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $129,032 - $142,358
-901 Reduced 0.88%
101,741 $14.8 Million
Q2 2023

Jul 27, 2023

SELL
$127.47 - $145.44 $54,812 - $62,539
-430 Reduced 0.42%
102,642 $14.9 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $126,034 - $145,094
-1,009 Reduced 0.97%
103,072 $13.4 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $42,469 - $48,892
-340 Reduced 0.33%
102,732 $13.4 Million
Q4 2022

Feb 07, 2023

SELL
$101.96 - $137.84 $181,284 - $245,079
-1,778 Reduced 1.68%
104,081 $14 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $49,503 - $287,945
2,388 Added 2.31%
105,859 $14.3 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $170,604 - $205,903
1,515 Added 1.49%
103,471 $11.7 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $247,234 - $324,583
1,927 Added 1.93%
101,956 $12 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $150,399 - $167,829
977 Added 0.99%
100,029 $15.8 Million
Q3 2021

Oct 27, 2021

SELL
$146.97 - $166.98 $90,239 - $102,525
-614 Reduced 0.62%
99,052 $17 Million
Q2 2021

Aug 05, 2021

BUY
$147.37 - $166.44 $163,875 - $185,081
1,112 Added 1.13%
99,666 $15.1 Million
Q1 2021

May 03, 2021

BUY
$125.65 - $157.65 $106,048 - $133,056
844 Added 0.86%
98,554 $15.2 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $45,566 - $59,977
-472 Reduced 0.48%
97,710 $13.6 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $241,161 - $274,292
2,642 Added 2.77%
98,182 $9.45 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $115,961 - $156,561
1,380 Added 1.47%
95,540 $8.99 Million
Q1 2020

May 11, 2020

BUY
$79.03 - $141.09 $278,975 - $498,047
3,530 Added 3.89%
94,160 $8.48 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $16,773 - $20,910
150 Added 0.17%
90,630 $12.6 Million
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $117,166 - $134,417
1,118 Added 1.25%
90,480 $10.6 Million
Q2 2019

Aug 05, 2019

BUY
$104.64 - $116.12 $42,588 - $47,260
407 Added 0.46%
89,362 $9.99 Million
Q1 2019

May 08, 2019

BUY
$97.11 - $107.19 $151,297 - $167,002
1,558 Added 1.78%
88,955 $9.01 Million
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $94,812 - $118,664
1,029 Added 1.19%
87,397 $8.53 Million
Q3 2018

Oct 18, 2018

BUY
$103.61 - $118.63 $197,066 - $225,634
1,902 Added 2.25%
86,368 $9.75 Million
Q2 2018

Aug 02, 2018

SELL
$103.24 - $114.29 $4,439 - $4,914
-43 Reduced 0.05%
84,466 $8.8 Million
Q1 2018

May 14, 2018

SELL
$107.01 - $118.77 $106,046 - $117,701
-991 Reduced 1.16%
84,509 $9.29 Million
Q4 2017

Feb 02, 2018

BUY
$95.86 - $107.83 $7,381 - $8,302
77 Added 0.09%
85,500 $9.14 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $7.55 Million - $8.16 Million
85,423
85,423 $8.16 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 $645B
  • 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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