A detailed history of First Personal Financial Services transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, First Personal Financial Services holds 36,060 shares of JPM stock, worth $8.74 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
36,060
Previous 36,797 2.0%
Holding current value
$8.74 Million
Previous $7.44 Million 2.12%
% of portfolio
1.61%
Previous 1.69%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$194.9 - $224.8 $143,641 - $165,677
-737 Reduced 2.0%
36,060 $7.6 Million
Q2 2024

Jul 29, 2024

SELL
$180.08 - $204.79 $28,272 - $32,152
-157 Reduced 0.42%
36,797 $7.44 Million
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $50,461 - $60,490
-302 Reduced 0.81%
36,954 $7.4 Million
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $68,523 - $86,001
505 Added 1.37%
37,256 $6.34 Million
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $86,355 - $95,274
-603 Reduced 1.61%
36,751 $5.33 Million
Q2 2023

Jul 28, 2023

SELL
$127.47 - $145.44 $18,100 - $20,652
-142 Reduced 0.38%
37,354 $5.43 Million
Q1 2023

Apr 24, 2023

BUY
$124.91 - $143.8 $337,257 - $388,260
2,700 Added 7.76%
37,496 $4.89 Million
Q4 2022

Jan 27, 2023

SELL
$101.96 - $137.84 $8,054 - $10,889
-79 Reduced 0.23%
34,796 $0
Q3 2022

Oct 27, 2022

BUY
$20.73 - $120.58 $16,646 - $96,825
803 Added 2.36%
34,875 $3.64 Million
Q2 2022

Jul 25, 2022

BUY
$112.61 - $135.91 $184,793 - $223,028
1,641 Added 5.06%
34,072 $3.84 Million
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $50,421 - $66,196
393 Added 1.23%
32,431 $4.42 Million
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $199,660 - $222,798
1,297 Added 4.22%
32,038 $5.07 Million
Q3 2021

Nov 04, 2021

BUY
$146.97 - $166.98 $52,468 - $59,611
357 Added 1.17%
30,741 $5.03 Million
Q2 2021

Aug 02, 2021

BUY
$147.37 - $166.44 $68,527 - $77,394
465 Added 1.55%
30,384 $4.73 Million
Q1 2021

Apr 29, 2021

SELL
$125.65 - $157.65 $18,219 - $22,859
-145 Reduced 0.48%
29,919 $4.56 Million
Q4 2020

Feb 01, 2021

BUY
$96.54 - $127.07 $346,771 - $456,435
3,592 Added 13.57%
30,064 $3.82 Million
Q3 2020

Nov 02, 2020

BUY
$91.28 - $103.82 $183,472 - $208,678
2,010 Added 8.22%
26,472 $2.55 Million
Q2 2020

Aug 03, 2020

BUY
$84.03 - $113.45 $211,671 - $285,780
2,519 Added 11.48%
24,462 $2.3 Million
Q1 2020

Apr 22, 2020

BUY
$79.03 - $141.09 $1.29 Million - $2.31 Million
16,357 Added 292.82%
21,943 $1.98 Million
Q4 2019

Jan 24, 2020

SELL
$111.82 - $139.4 $189,087 - $235,725
-1,691 Reduced 23.24%
5,586 $779,000
Q3 2019

Oct 15, 2019

SELL
$104.8 - $120.23 $707,295 - $811,432
-6,749 Reduced 48.12%
7,277 $856,000
Q2 2019

Jul 29, 2019

BUY
$104.64 - $116.12 $46,983 - $52,137
449 Added 3.31%
14,026 $1.57 Million
Q1 2019

Apr 22, 2019

BUY
$97.11 - $107.19 $873 - $964
9 Added 0.07%
13,577 $1.37 Million
Q4 2018

Jan 30, 2019

SELL
$92.14 - $115.32 $20,915 - $26,177
-227 Reduced 1.65%
13,568 $1.33 Million
Q3 2018

Nov 01, 2018

SELL
$103.61 - $118.63 $37,921 - $43,418
-366 Reduced 2.58%
13,795 $1.56 Million
Q2 2018

Aug 07, 2018

SELL
$103.24 - $114.29 $2,064 - $2,285
-20 Reduced 0.14%
14,161 $1.48 Million
Q1 2018

May 10, 2018

SELL
$107.01 - $118.77 $99,840 - $110,812
-933 Reduced 6.17%
14,181 $1.56 Million
Q4 2017

Jan 25, 2018

BUY
$95.86 - $107.83 $449,199 - $505,291
4,686 Added 44.94%
15,114 $1.62 Million
Q3 2017

Nov 01, 2017

BUY
$88.42 - $95.51 $922,043 - $995,978
10,428
10,428 $996,000

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 $711B
  • 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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