A detailed history of Fulcrum Equity Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fulcrum Equity Management holds 3,133 shares of JPM stock, worth $759,157. This represents 0.58% of its overall portfolio holdings.

Number of Shares
3,133
Previous 3,112 0.67%
Holding current value
$759,157
Previous $629,000 4.93%
% of portfolio
0.58%
Previous 0.58%

Shares

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

Nov 21, 2024

BUY
$194.9 - $224.8 $4,092 - $4,720
21 Added 0.67%
3,133 $660,000
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $21,069 - $23,960
117 Added 3.91%
3,112 $629,000
Q1 2024

Apr 24, 2024

BUY
$167.09 - $200.3 $147,540 - $176,864
883 Added 41.81%
2,995 $599,000
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $30,937 - $38,828
-228 Reduced 9.74%
2,112 $359,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $335,111 - $369,720
2,340 New
2,340 $339,000
Q1 2022

Apr 15, 2022

SELL
$128.3 - $168.44 $311,512 - $408,972
-2,428 Closed
0 $0
Q4 2021

Jan 25, 2022

SELL
$153.94 - $171.78 $66,656 - $74,380
-433 Reduced 15.13%
2,428 $384,000
Q3 2021

Jan 25, 2022

BUY
$146.97 - $166.98 $188,268 - $213,901
1,281 Added 81.08%
2,861 $468,000
Q2 2021

Jul 15, 2021

BUY
$147.37 - $166.44 $232,844 - $262,975
1,580 New
1,580 $246,000

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 $711B
  • 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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