A detailed history of Financial Insights, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Insights, Inc. holds 11,989 shares of JPM stock, worth $2.53 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
11,989
Previous 11,586 3.48%
Holding current value
$2.53 Million
Previous $2.32 Million 4.48%
% of portfolio
0.68%
Previous 0.67%

Shares

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

Jul 16, 2024

BUY
$180.08 - $204.79 $72,572 - $82,530
403 Added 3.48%
11,989 $2.42 Million
Q1 2024

Apr 25, 2024

BUY
$167.09 - $200.3 $30,076 - $36,054
180 Added 1.58%
11,586 $2.32 Million
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $176,261 - $221,219
1,299 Added 12.85%
11,406 $1.94 Million
Q3 2023

Dec 06, 2023

BUY
$143.21 - $158.0 $341,412 - $376,672
2,384 Added 27.35%
11,101 $1.61 Million
Q2 2023

Jan 24, 2024

SELL
$127.47 - $145.44 $126,705 - $144,567
-994 Reduced 8.95%
10,107 $1.47 Million
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $282,546 - $325,275
2,262 Added 35.04%
8,717 $1.14 Million
Q4 2022

Feb 09, 2023

BUY
$101.96 - $137.84 $166,806 - $225,506
1,636 Added 33.95%
6,455 $865,000
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $99,897 - $581,075
4,819 New
4,819 $504,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $163,577 - $185,848
-1,113 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $164,022 - $185,247
1,113 New
1,113 $1.73 Million
Q1 2020

Apr 28, 2020

SELL
$79.03 - $141.09 $129,925 - $231,951
-1,644 Closed
0 $0
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $183,832 - $229,173
1,644 New
1,644 $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 $620B
  • 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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