A detailed history of Houlihan Financial Resource Group, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 1,843 shares of JPM stock, worth $410,878. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,843
Previous 1,658 11.16%
Holding current value
$410,878
Previous $335,000 16.12%
% of portfolio
0.16%
Previous 0.23%

Shares

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

Nov 01, 2024

BUY
$194.9 - $224.8 $36,056 - $41,588
185 Added 11.16%
1,843 $389,000
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $1,670 - $2,003
-10 Reduced 0.6%
1,658 $332,000
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $678 - $851
-5 Reduced 0.3%
1,668 $284,000
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $13.4 Million - $14.8 Million
-93,620 Reduced 98.24%
1,673 $234,000
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $11.9 Million - $13.6 Million
93,590 Added 5495.6%
95,293 $13.1 Million
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $8,618 - $9,922
-69 Reduced 3.89%
1,703 $222,000
Q3 2022

Dec 13, 2022

SELL
$20.73 - $120.58 $10,282 - $59,807
-496 Reduced 21.87%
1,772 $227,000
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $40,710 - $46,303
-446 Reduced 16.43%
2,268 $260,000
Q1 2020

May 01, 2020

BUY
$79.03 - $141.09 $158 - $282
2 Added 0.07%
2,714 $244,000
Q4 2019

Feb 11, 2020

BUY
$111.82 - $139.4 $303,255 - $378,052
2,712 New
2,712 $378,000

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 $654B
  • 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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