A detailed history of Frank, Rimerman Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 55,515 shares of JPM stock, worth $11.7 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
55,515
Previous 6,585 743.05%
Holding current value
$11.7 Million
Previous $1.32 Million 751.9%
% of portfolio
0.8%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $8.81 Million - $10 Million
48,930 Added 743.05%
55,515 $11.2 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $359,313 - $396,422
2,509 Added 61.56%
6,585 $955 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $509,133 - $586,128
4,076 New
4,076 $531 Million
Q2 2022

Sep 07, 2023

SELL
$112.61 - $135.91 $114,749 - $138,492
-1,019 Reduced 20.0%
4,076 $459 Million
Q1 2022

Sep 07, 2023

BUY
$128.3 - $168.44 $155,114 - $203,643
1,209 Added 31.11%
5,095 $695 Million
Q4 2021

Sep 07, 2023

BUY
$153.94 - $171.78 $79,125 - $88,294
514 Added 15.24%
3,886 $615 Million
Q3 2021

Sep 07, 2023

SELL
$146.97 - $166.98 $103,466 - $117,553
-704 Reduced 17.27%
3,372 $552 Million
Q2 2021

Sep 13, 2023

BUY
$147.37 - $166.44 $84,737 - $95,703
575 Added 17.8%
3,805 $592 Million
Q4 2020

Sep 13, 2023

SELL
$96.54 - $127.07 $81,672 - $107,501
-846 Reduced 20.76%
3,230 $410 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 $620B
  • 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 Frank, Rimerman Advisors LLC Portfolio

Follow Frank, Rimerman Advisors 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 Frank, Rimerman Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frank, Rimerman Advisors LLC with notifications on news.