A detailed history of Gould Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gould Asset Management LLC holds 5,851 shares of JPM stock, worth $1.43 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,851
Previous 6,226 6.02%
Holding current value
$1.43 Million
Previous $1.26 Million 2.07%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $73,087 - $84,300
-375 Reduced 6.02%
5,851 $1.23 Million
Q4 2023

Feb 02, 2024

SELL
$135.69 - $170.3 $48,848 - $61,308
-360 Reduced 5.47%
6,226 $1.06 Million
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $3,723 - $4,108
26 Added 0.4%
6,586 $955,000
Q1 2023

May 01, 2023

SELL
$124.91 - $143.8 $2,498 - $2,876
-20 Reduced 0.3%
6,560 $854,000
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $7,646 - $10,338
75 Added 1.15%
6,580 $882,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $48,093 - $279,745
2,320 Added 55.44%
6,505 $680,000
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $211,256 - $254,967
-1,876 Reduced 30.95%
4,185 $471,000
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $134,073 - $176,019
1,045 Added 20.83%
6,061 $826,000
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $226,291 - $252,516
1,470 Added 41.46%
5,016 $794,000
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $158,727 - $180,338
1,080 Added 43.8%
3,546 $580,000
Q2 2021

Aug 05, 2021

BUY
$147.37 - $166.44 $58,948 - $66,576
400 Added 19.36%
2,466 $384,000
Q1 2021

May 07, 2021

SELL
$125.65 - $157.65 $87,955 - $110,355
-700 Reduced 25.31%
2,066 $315,000
Q3 2020

Nov 05, 2020

BUY
$91.28 - $103.82 $252,480 - $287,166
2,766 New
2,766 $266,000
Q1 2020

Apr 23, 2020

SELL
$79.03 - $141.09 $142,807 - $254,949
-1,807 Closed
0 $0
Q4 2019

Jan 17, 2020

SELL
$111.82 - $139.4 $55,910 - $69,700
-500 Reduced 21.67%
1,807 $252,000
Q2 2019

Jul 31, 2019

SELL
$104.64 - $116.12 $52,320 - $58,060
-500 Reduced 17.81%
2,307 $258,000
Q1 2019

May 07, 2019

BUY
$97.11 - $107.19 $19,422 - $21,438
200 Added 7.67%
2,807 $284,000
Q4 2018

Feb 04, 2019

BUY
$92.14 - $115.32 $27,642 - $34,596
300 Added 13.0%
2,607 $254,000
Q3 2018

Nov 08, 2018

BUY
$103.61 - $118.63 $17,717 - $20,285
171 Added 8.01%
2,307 $260,000
Q2 2018

Aug 13, 2018

BUY
$103.24 - $114.29 $220,520 - $244,123
2,136 New
2,136 $223,000
Q4 2017

Feb 09, 2018

SELL
$95.86 - $107.83 $214,342 - $241,107
-2,236 Closed
0 $0
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $197,707 - $213,560
2,236
2,236 $214,000

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 $718B
  • 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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