A detailed history of Flynn Zito Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Flynn Zito Capital Management, LLC holds 1,936 shares of JPM stock, worth $470,699. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,936
Previous 1,850 4.65%
Holding current value
$470,699
Previous $374,000 9.09%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Nov 04, 2024

BUY
$194.9 - $224.8 $16,761 - $19,332
86 Added 4.65%
1,936 $408,000
Q2 2024

Aug 05, 2024

BUY
$180.08 - $204.79 $4,682 - $5,324
26 Added 1.43%
1,850 $374,000
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $2,172 - $2,603
13 Added 0.72%
1,824 $365,000
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $10,041 - $12,602
74 Added 4.26%
1,811 $308,000
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $143 - $158
1 Added 0.06%
1,737 $251,000
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $17,208 - $19,634
135 Added 8.43%
1,736 $252,000
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $2,997 - $3,451
-24 Reduced 1.48%
1,601 $208,000
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $165,685 - $223,990
1,625 New
1,625 $217,000
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $31,868 - $38,462
283 Added 18.62%
1,803 $203,000
Q1 2022

May 05, 2022

SELL
$128.3 - $168.44 $8,852 - $11,622
-69 Reduced 4.34%
1,520 $207,000
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $244,610 - $272,958
1,589 New
1,589 $251,000

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 $713B
  • 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 Flynn Zito Capital Management, LLC Portfolio

Follow Flynn Zito Capital Management, 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 Flynn Zito Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flynn Zito Capital Management, LLC with notifications on news.