A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 7,561 shares of JPM stock, worth $1.82 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
7,561
Previous 9,067 16.61%
Holding current value
$1.82 Million
Previous $1.83 Million 13.09%
% of portfolio
0.46%
Previous 0.51%

Shares

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

Oct 18, 2024

SELL
$194.9 - $224.8 $293,519 - $338,548
-1,506 Reduced 16.61%
7,561 $1.59 Million
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $98,143 - $111,610
545 Added 6.4%
9,067 $1.83 Million
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $63,995 - $76,714
-383 Reduced 4.3%
8,522 $1.71 Million
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $85,484 - $107,289
630 Added 7.61%
8,905 $1.51 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $143,210 - $158,000
1,000 Added 13.75%
8,275 $1.2 Million
Q1 2023

Apr 13, 2023

BUY
$124.91 - $143.8 $47,840 - $55,075
383 Added 5.56%
7,275 $948,000
Q4 2022

Jan 19, 2023

SELL
$101.96 - $137.84 $2,141 - $2,894
-21 Reduced 0.3%
6,892 $924,000
Q3 2022

Oct 11, 2022

SELL
$20.73 - $120.58 $12,956 - $75,362
-625 Reduced 8.29%
6,913 $722,000
Q2 2022

Jul 18, 2022

BUY
$112.61 - $135.91 $45,719 - $55,179
406 Added 5.69%
7,538 $849,000
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $1,154 - $1,515
9 Added 0.13%
7,132 $972,000
Q4 2021

Apr 12, 2022

BUY
$153.94 - $171.78 $1.1 Million - $1.22 Million
7,123 New
7,123 $1.13 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 $708B
  • 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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