A detailed history of First Wilshire Securities Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, First Wilshire Securities Management Inc holds 1,203 shares of JPM stock, worth $285,832. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,203
Previous 1,209 0.5%
Holding current value
$285,832
Previous $245,000 3.67%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 13, 2024

SELL
$194.9 - $224.8 $1,169 - $1,348
-6 Reduced 0.5%
1,203 $254,000
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $1,080 - $1,228
-6 Reduced 0.49%
1,209 $245,000
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $26,567 - $31,847
-159 Reduced 11.57%
1,215 $243,000
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $46,813 - $58,753
-345 Reduced 20.07%
1,374 $234,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $175,269 - $236,946
1,719 New
1,719 $231,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $193,576 - $233,629
-1,719 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $293 - $333
2 Added 0.12%
1,719 $281,000
Q2 2021

Aug 17, 2021

SELL
$147.37 - $166.44 $98,443 - $111,181
-668 Reduced 28.01%
1,717 $267,000
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $138,591 - $173,887
-1,103 Reduced 31.62%
2,385 $363,000
Q4 2020

Feb 17, 2021

SELL
$96.54 - $127.07 $24,810 - $32,656
-257 Reduced 6.86%
3,488 $443,000
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $273 - $311
3 Added 0.08%
3,745 $361,000
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $7,730 - $10,437
-92 Reduced 2.4%
3,742 $352,000
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $30,426 - $54,319
385 Added 11.16%
3,834 $345,000
Q4 2019

Feb 18, 2020

SELL
$111.82 - $139.4 $2,124 - $2,648
-19 Reduced 0.55%
3,449 $481,000
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $10,584 - $12,143
101 Added 3.0%
3,468 $408,000
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $352,322 - $390,976
3,367 New
3,367 $377,000
Q4 2018

Feb 15, 2019

SELL
$92.14 - $115.32 $174,605 - $218,531
-1,895 Closed
0 $0
Q3 2018

Nov 15, 2018

BUY
$103.61 - $118.63 $196,340 - $224,803
1,895 New
1,895 $214,000
Q2 2018

Aug 15, 2018

SELL
$103.24 - $114.29 $195,639 - $216,579
-1,895 Closed
0 $0
Q4 2017

Feb 15, 2018

BUY
$95.86 - $107.83 $181,654 - $204,337
1,895
1,895 $203,000

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 $697B
  • 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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