A detailed history of Forum Private Client Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Forum Private Client Group LLC holds 2,179 shares of JPM stock, worth $544,139. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,179
Previous 2,183 0.18%
Holding current value
$544,139
Previous $442 Million 4.06%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $779 - $899
-4 Reduced 0.18%
2,179 $459 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $389,873 - $443,370
-2,165 Reduced 49.79%
2,183 $442 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $28,739 - $34,451
-172 Reduced 3.81%
4,348 $871 Million
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $613,318 - $769,756
4,520 New
4,520 $769 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $1,784 - $2,036
14 Added 0.3%
4,681 $680,000
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $30,727 - $35,374
-246 Reduced 5.01%
4,667 $608,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $29,466 - $39,835
-289 Reduced 5.56%
4,913 $658,000
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $248 - $1,446
12 Added 0.23%
5,202 $544,000
Q2 2022

Aug 05, 2022

SELL
$112.61 - $135.91 $28,715 - $34,657
-255 Reduced 4.68%
5,190 $584,000
Q1 2022

Aug 05, 2022

BUY
$128.3 - $168.44 $698,593 - $917,155
5,445 New
5,445 $742,000

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 $732B
  • 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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