A detailed history of Goepper Burkhardt LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Goepper Burkhardt LLC holds 2,401 shares of JPM stock, worth $506,202. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,401
Previous 2,404 0.12%
Holding current value
$506,202
Previous $481,000 0.83%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Aug 13, 2024

SELL
$180.08 - $204.79 $540 - $614
-3 Reduced 0.12%
2,401 $485,000
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $11,529 - $13,820
69 Added 2.96%
2,404 $481,000
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $13,704 - $17,200
-101 Reduced 4.15%
2,335 $397,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $22,627 - $24,964
158 Added 6.94%
2,436 $353,000
Q2 2023

Aug 16, 2023

BUY
$127.47 - $145.44 $2,294 - $2,617
18 Added 0.8%
2,278 $331,000
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $7,994 - $9,203
64 Added 2.91%
2,260 $294,000
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $7,748 - $10,475
76 Added 3.58%
2,196 $294,000
Q2 2022

Aug 26, 2022

BUY
$112.61 - $135.91 $22,522 - $27,182
200 Added 10.42%
2,120 $239,000
Q1 2022

Apr 22, 2022

BUY
$128.3 - $168.44 $21,041 - $27,624
164 Added 9.34%
1,920 $262,000
Q4 2021

Jan 21, 2022

BUY
$153.94 - $171.78 $153 - $171
1 Added 0.06%
1,756 $278,000
Q2 2021

Jul 28, 2021

BUY
$147.37 - $166.44 $147 - $166
1 Added 0.06%
1,755 $273,000
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $13,318 - $16,710
106 Added 6.43%
1,754 $267,000
Q4 2020

Feb 08, 2021

BUY
$96.54 - $127.07 $159,097 - $209,411
1,648 New
1,648 $209,000

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 $618B
  • 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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