A detailed history of Financial Enhancement Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Enhancement Group LLC holds 2,465 shares of JPM stock, worth $504,807. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,465
Previous 2,413 2.15%
Holding current value
$504,807
Previous $410,000 20.24%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Apr 15, 2024

BUY
$167.09 - $200.3 $8,688 - $10,415
52 Added 2.15%
2,465 $493,000
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $327,419 - $410,933
2,413 New
2,413 $410,000
Q2 2022

Aug 09, 2022

SELL
$112.61 - $135.91 $1,126 - $1,359
-10 Reduced 1.1%
896 $101,000
Q1 2022

May 18, 2022

SELL
$128.3 - $168.44 $7,441 - $9,769
-58 Reduced 6.02%
906 $124,000
Q4 2021

Jan 28, 2022

SELL
$153.94 - $171.78 $8,466 - $9,447
-55 Reduced 5.4%
964 $153,000
Q3 2021

Oct 14, 2021

SELL
$146.97 - $166.98 $6,319 - $7,180
-43 Reduced 4.05%
1,019 $167,000
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $9,726 - $10,985
-66 Reduced 5.85%
1,062 $165,000
Q1 2021

May 10, 2021

SELL
$125.65 - $157.65 $40,710 - $51,078
-324 Reduced 22.31%
1,128 $172,000
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $90,651 - $119,318
939 Added 183.04%
1,452 $185,000
Q3 2020

Nov 18, 2020

BUY
$91.28 - $103.82 $2,738 - $3,114
30 Added 6.21%
513 $49,000
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $17,394 - $23,484
-207 Reduced 30.0%
483 $45,000
Q1 2020

May 04, 2020

SELL
$79.03 - $141.09 $443,595 - $791,938
-5,613 Reduced 89.05%
690 $62,000
Q4 2019

Jan 31, 2020

BUY
$111.82 - $139.4 $557,199 - $694,630
4,983 Added 377.5%
6,303 $879,000
Q3 2019

Nov 08, 2019

BUY
$104.8 - $120.23 $45,797 - $52,540
437 Added 49.49%
1,320 $155,000
Q2 2019

Aug 06, 2019

SELL
$104.64 - $116.12 $5,232 - $5,806
-50 Reduced 5.36%
883 $99,000
Q1 2019

May 14, 2019

SELL
$97.11 - $107.19 $73,706 - $81,357
-759 Reduced 44.86%
933 $94,000
Q3 2018

Nov 19, 2018

SELL
$103.61 - $118.63 $13,054 - $14,947
-126 Reduced 6.93%
1,692 $191,000
Q2 2018

Aug 08, 2018

SELL
$103.24 - $114.29 $16,828 - $18,629
-163 Reduced 8.23%
1,818 $189,000
Q1 2018

Apr 30, 2018

BUY
$107.01 - $118.77 $211,986 - $235,283
1,981 New
1,981 $218,000
Q4 2017

Feb 07, 2018

SELL
$95.86 - $107.83 $189,898 - $213,611
-1,981 Closed
0 $0
Q4 2017

Feb 07, 2018

BUY
$95.86 - $107.83 $189,898 - $213,611
1,981
1,981 $212,000

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 $601B
  • 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
Track This Portfolio

Track Financial Enhancement Group LLC Portfolio

Follow Financial Enhancement Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Enhancement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Enhancement Group LLC with notifications on news.