Howard Financial Services, Ltd. Jpmorgan Chase & CO Transaction History

Howard Financial Services, Ltd.

$579 Million
Q1 2024

A detailed history of Howard Financial Services, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 6,015 shares of JPM stock, worth $1.23 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

6,015

Previous 5,895 2.04%

Holding current value

$1.23 Million

Previous $1 Million 20.16%

% of portfolio

0.21%

Previous 0.19%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$167.09 - $200.3 $20,050 - $24,036	120 Added 2.04%	6,015 $1.2 Million
Q4 2023 Jan 09, 2024	BUY	$135.69 - $170.3 $9,498 - $11,921	70 Added 1.2%	5,895 $1 Million
Q3 2023 Oct 10, 2023	BUY	$143.21 - $158.0 $118,721 - $130,982	829 Added 16.59%	5,825 $844,000
Q2 2023 Jul 12, 2023	BUY	$127.47 - $145.44 $37,986 - $43,341	298 Added 6.34%	4,996 $726,000
Q1 2023 Apr 05, 2023	BUY	$124.91 - $143.8 $45,217 - $52,055	362 Added 8.35%	4,698 $612,000

Q4 2022 Jan 13, 2023	BUY	$101.96 - $137.84 $82,485 - $111,512	809 Added 22.94%	4,336 $0
Q3 2022 Oct 12, 2022	BUY	$20.73 - $120.58 $41 - $241	2 Added 0.06%	3,527 $369,000
Q2 2022 Jul 18, 2022	BUY	$112.61 - $135.91 $3,828 - $4,620	34 Added 0.97%	3,525 $397,000
Q1 2022 Apr 20, 2022	SELL	$128.3 - $168.44 $677,680 - $889,700	-5,282 Reduced 60.21%	3,491 $476,000
Q4 2021 Jan 27, 2022	SELL	$153.94 - $171.78 $35,406 - $39,509	-230 Reduced 2.55%	8,773 $1.39 Million
Q3 2021 Nov 01, 2021	BUY	$146.97 - $166.98 $101,703 - $115,550	692 Added 8.33%	9,003 $1.47 Million
Q2 2021 Aug 06, 2021	BUY	$147.37 - $166.44 $7,515 - $8,488	51 Added 0.62%	8,311 $1.29 Million
Q1 2021 May 03, 2021	SELL	$125.65 - $157.65 $52,396 - $65,740	-417 Reduced 4.81%	8,260 $1.26 Million
Q4 2020 Feb 02, 2021	BUY	$96.54 - $127.07 $58,503 - $77,004	606 Added 7.51%	8,677 $1.1 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $8,671 - $9,862	95 Added 1.19%	8,071 $777,000
Q2 2020 Jul 29, 2020	BUY	$84.03 - $113.45 $27,897 - $37,665	332 Added 4.34%	7,976 $750,000
Q1 2020 May 05, 2020	SELL	$79.03 - $141.09 $100,842 - $180,030	-1,276 Reduced 14.3%	7,644 $688,000
Q4 2019 Jan 27, 2020	BUY	$111.82 - $139.4 $121,995 - $152,085	1,091 Added 13.94%	8,920 $1.24 Million
Q3 2019 Oct 29, 2019	BUY	$104.8 - $120.23 $1,886 - $2,164	18 Added 0.23%	7,829 $921,000
Q2 2019 Aug 05, 2019	BUY	$104.64 - $116.12 $12,661 - $14,050	121 Added 1.57%	7,811 $873,000
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $41,077 - $45,341	-423 Reduced 5.21%	7,690 $778,000
Q4 2018 Feb 15, 2019	BUY	$92.14 - $115.32 $747,531 - $935,591	8,113 New	8,113 $792,000

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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Howard Financial Services, Ltd. Jpmorgan Chase & CO Transaction History