A detailed history of Hapanowicz & Associates Financial Services, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hapanowicz & Associates Financial Services, Inc holds 872 shares of JPM stock, worth $236,346. This represents 0.11% of its overall portfolio holdings.

Number of Shares
872
Holding current value
$236,346
% of portfolio
0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
$205.18 - $250.29 $178,916 - $218,252
872 New
872 $209,000
Q4 2022

Jan 27, 2023

SELL
$101.96 - $137.84 $39,356 - $53,206
-386 Reduced 14.59%
2,259 $302,000
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $16,252 - $94,534
784 Added 42.13%
2,645 $276,000
Q2 2022

Jul 18, 2022

BUY
$112.61 - $135.91 $209,567 - $252,928
1,861 New
1,861 $210,000
Q1 2022

Apr 22, 2022

SELL
$128.3 - $168.44 $251,596 - $330,310
-1,961 Closed
0 $0
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $86,052 - $96,025
-559 Reduced 22.18%
1,961 $310,000
Q1 2021

Apr 29, 2021

SELL
$125.65 - $157.65 $228,683 - $286,923
-1,820 Reduced 41.94%
2,520 $384,000
Q3 2020

Oct 29, 2020

BUY
$91.28 - $103.82 $396,155 - $450,578
4,340 New
4,340 $418,000

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 $795B
  • 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 Hapanowicz & Associates Financial Services, Inc Portfolio

Follow Hapanowicz & Associates Financial Services, Inc 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 Hapanowicz & Associates Financial Services, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hapanowicz & Associates Financial Services, Inc with notifications on news.