A detailed history of Global Financial Private Client, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Global Financial Private Client, LLC holds 7,427 shares of JPM stock, worth $1.63 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
7,427
Previous 7,178 3.47%
Holding current value
$1.63 Million
Previous $1.45 Billion 7.87%
% of portfolio
0.61%
Previous 0.61%

Shares

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

Oct 07, 2024

BUY
$194.9 - $224.8 $48,530 - $55,975
249 Added 3.47%
7,427 $1.57 Billion
Q2 2024

Jul 29, 2024

SELL
$180.08 - $204.79 $9,724 - $11,058
-54 Reduced 0.75%
7,178 $1.45 Billion
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $115,793 - $138,807
693 Added 10.6%
7,232 $1.44 Billion
Q4 2023

May 15, 2024

BUY
$135.69 - $170.3 $15,197 - $19,073
112 Added 1.74%
6,539 $1.11 Billion
Q3 2023

May 15, 2024

SELL
$143.21 - $158.0 $1,288 - $1,422
-9 Reduced 0.14%
6,427 $924 Million
Q2 2023

May 15, 2024

SELL
$127.47 - $145.44 $2,931 - $3,345
-23 Reduced 0.36%
6,436 $944 Million
Q1 2023

May 15, 2024

BUY
$124.91 - $143.8 $240,701 - $277,102
1,927 Added 42.52%
6,459 $841 Million
Q4 2022

May 15, 2024

BUY
$101.96 - $137.84 $9,380 - $12,681
92 Added 2.07%
4,532 $608 Million
Q3 2022

May 15, 2024

SELL
$20.73 - $120.58 $41 - $241
-2 Reduced 0.05%
4,440 $478 Million
Q2 2022

May 15, 2024

BUY
$112.61 - $135.91 $131,753 - $159,014
1,170 Added 35.76%
4,442 $507 Million
Q1 2022

May 15, 2024

BUY
$128.3 - $168.44 $76,980 - $101,064
600 Added 22.46%
3,272 $443 Million
Q4 2021

May 15, 2024

BUY
$153.94 - $171.78 $55,264 - $61,669
359 Added 15.52%
2,672 $423 Million
Q3 2021

May 15, 2024

SELL
$146.97 - $166.98 $85,683 - $97,349
-583 Reduced 20.13%
2,313 $387 Million
Q2 2021

May 15, 2024

SELL
$147.37 - $166.44 $147 - $166
-1 Reduced 0.03%
2,896 $455 Million
Q1 2021

May 15, 2024

SELL
$125.65 - $157.65 $48,500 - $60,852
-386 Reduced 11.76%
2,897 $445 Million
Q4 2020

May 15, 2024

BUY
$96.54 - $127.07 $11,102 - $14,613
115 Added 3.63%
3,283 $417 Million
Q3 2020

May 15, 2024

SELL
$91.28 - $103.82 $547 - $622
-6 Reduced 0.19%
3,168 $307 Million
Q2 2020

May 15, 2024

SELL
$84.03 - $113.45 $30,754 - $41,522
-366 Reduced 10.34%
3,174 $296 Million
Q4 2019

May 15, 2024

BUY
$111.82 - $139.4 $395,842 - $493,476
3,540 New
3,540 $494 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
Track This Portfolio

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, 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 Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.