A detailed history of Halpern Financial, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Halpern Financial, Inc. holds 1,200 shares of JPM stock, worth $254,952. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,490 19.46%
Holding current value
$254,952
Previous $295 Million 17.85%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Jul 08, 2024

SELL
$180.08 - $204.79 $52,223 - $59,389
-290 Reduced 19.46%
1,200 $243 Million
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $5,970 - $7,493
44 Added 3.04%
1,490 $255 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $18,044 - $19,908
126 Added 9.55%
1,446 $210 Million
Q2 2023

Sep 21, 2023

SELL
$127.47 - $145.44 $14,021 - $15,998
-110 Reduced 7.69%
1,320 $192 Million
Q3 2022

Sep 21, 2023

SELL
$20.73 - $120.58 $1,223 - $7,114
-59 Reduced 3.96%
1,430 $149 Million
Q2 2022

Sep 21, 2023

BUY
$112.61 - $135.91 $16,891 - $20,386
150 Added 11.2%
1,489 $168 Million
Q1 2022

Sep 21, 2023

SELL
$128.3 - $168.44 $25,660 - $33,688
-200 Reduced 13.0%
1,339 $183 Million
Q3 2021

Sep 21, 2023

BUY
$146.97 - $166.98 $207,815 - $236,109
1,414 Added 1131.2%
1,539 $252 Million
Q1 2021

Sep 21, 2023

BUY
$125.65 - $157.65 $7,413 - $9,301
59 Added 89.39%
125 $19 Million
Q2 2020

Sep 21, 2023

BUY
$84.03 - $113.45 $5,545 - $7,487
66 New
66 $6.21 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 $623B
  • 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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