Gries Financial LLC Jpmorgan Chase & CO Transaction History

Gries Financial LLC

$535 Million
Q1 2024

A detailed history of Gries Financial LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gries Financial LLC holds 7,665 shares of JPM stock, worth $1.57 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

7,665

Previous 4,208 82.15%

Holding current value

$1.57 Million

Previous $715,000 114.69%

% of portfolio

0.29%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $577,630 - $692,437	3,457 Added 82.15%	7,665 $1.54 Million
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $259,167 - $325,273	-1,910 Reduced 31.22%	4,208 $715,000
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $1.55 Million - $1.71 Million	-10,819 Reduced 63.88%	6,118 $887,000
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $124,155 - $141,658	-974 Reduced 5.44%	16,937 $2.46 Million
Q1 2023 Jun 21, 2023	SELL	$124.91 - $143.8 $1.72 Million - $1.98 Million	-13,761 Reduced 43.45%	17,911 $2.33 Million

Q4 2022 Jan 10, 2023	BUY	$101.96 - $137.84 $857,483 - $1.16 Million	8,410 Added 36.15%	31,672 $4.25 Million
Q3 2022 Oct 31, 2022	BUY	$20.73 - $120.58 $177,324 - $1.03 Million	8,554 Added 58.16%	23,262 $2.43 Million
Q2 2022 Aug 16, 2022	BUY	$112.61 - $135.91 $32,656 - $39,413	290 Added 2.01%	14,708 $1.66 Million
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $415,307 - $545,240	3,237 Added 28.95%	14,418 $1.97 Million
Q4 2021 Feb 02, 2022	SELL	$153.94 - $171.78 $1.28 Million - $1.43 Million	-8,336 Reduced 42.71%	11,181 $1.77 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $1.54 Million - $1.75 Million	-10,481 Reduced 34.94%	19,517 $3.2 Million
Q2 2021 Aug 09, 2021	SELL	$147.37 - $166.44 $24,463 - $27,629	-166 Reduced 0.55%	29,998 $4.54 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $3.79 Million - $4.76 Million	30,164 New	30,164 $4.87 Million

Others Institutions Holding JPM

# of Institutions

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $601B
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 ...

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Gries Financial LLC Jpmorgan Chase & CO Transaction History