A detailed history of Forum Financial Management, LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Forum Financial Management, LP holds 80,159 shares of JPM stock, worth $17.6 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
80,159
Previous 81,211 1.3%
Holding current value
$17.6 Million
Previous $16.4 Million 2.86%
% of portfolio
0.32%
Previous 0.34%

Shares

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

Oct 29, 2024

SELL
$194.9 - $224.8 $205,034 - $236,489
-1,052 Reduced 1.3%
80,159 $16.9 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $504,404 - $573,616
-2,801 Reduced 3.33%
81,211 $16.4 Million
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $1.31 Million - $1.57 Million
-7,853 Reduced 8.55%
84,012 $16.8 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $338,682 - $425,068
2,496 Added 2.79%
91,865 $15.6 Million
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $1,575 - $1,738
11 Added 0.01%
89,369 $13 Million
Q2 2023

Jul 26, 2023

BUY
$127.47 - $145.44 $481,836 - $549,763
3,780 Added 4.42%
89,358 $13 Million
Q1 2023

Apr 19, 2023

SELL
$124.91 - $143.8 $214,095 - $246,473
-1,714 Reduced 1.96%
85,578 $11.2 Million
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $176,696 - $238,876
1,733 Added 2.03%
87,292 $0
Q3 2022

Nov 07, 2022

SELL
$20.73 - $120.58 $156,345 - $909,414
-7,542 Reduced 8.1%
85,559 $8.94 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $827,233 - $998,394
7,346 Added 8.57%
93,101 $10.5 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $314,848 - $413,351
2,454 Added 2.95%
85,755 $11.7 Million
Q4 2021

Feb 18, 2022

BUY
$153.94 - $171.78 $12.8 Million - $14.3 Million
83,301 New
83,301 $13.2 Million

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 $645B
  • 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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