A detailed history of Independent Family Office, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Independent Family Office, LLC holds 2,680 shares of JPM stock, worth $666,114. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,680
Previous 2,600 3.08%
Holding current value
$666,114
Previous $525,000 7.43%
% of portfolio
0.29%
Previous 0.3%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $15,592 - $17,984
80 Added 3.08%
2,680 $564,000
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $148,025 - $168,337
-822 Reduced 24.02%
2,600 $525,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $8,810 - $51,246
-425 Reduced 11.05%
3,422 $358,000
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $8,445 - $10,193
-75 Reduced 1.91%
3,847 $433,000
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $104,821 - $137,615
817 Added 26.31%
3,922 $695,000
Q3 2021

Nov 04, 2021

SELL
$146.97 - $166.98 $125,512 - $142,600
-854 Reduced 21.57%
3,105 $508,000
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $191,875 - $216,704
1,302 Added 49.0%
3,959 $652,000
Q1 2021

May 18, 2021

SELL
$125.65 - $157.65 $56,291 - $70,627
-448 Reduced 14.43%
2,657 $473,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $9,654 - $12,707
100 Added 3.33%
3,105 $395,000
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $27,309 - $36,871
325 Added 12.13%
3,005 $283,000
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $299,677 - $373,592
2,680 New
2,680 $374,000

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 $729B
  • 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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