A detailed history of Francis Financial, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Francis Financial, Inc. holds 2,546 shares of JPM stock, worth $632,808. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,546
Previous 2,443 4.22%
Holding current value
$632,808
Previous $494,000 8.5%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 01, 2024

BUY
$194.9 - $224.8 $20,074 - $23,154
103 Added 4.22%
2,546 $536,000
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $72,212 - $82,120
401 Added 19.64%
2,443 $494,000
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $57,478 - $68,903
-344 Reduced 14.42%
2,042 $409,000
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $323,756 - $406,335
2,386 New
2,386 $405,000

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 $729B
  • 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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