A detailed history of Investment Research & Advisory Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Investment Research & Advisory Group, Inc. holds 25,441 shares of JPM stock, worth $6.35 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
25,441
Previous 25,786 1.34%
Holding current value
$6.35 Million
Previous $5.22 Million 2.82%
% of portfolio
2.27%
Previous 2.3%

Shares

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

Oct 23, 2024

SELL
$194.9 - $224.8 $67,240 - $77,556
-345 Reduced 1.34%
25,441 $5.36 Million
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $62,847 - $71,471
349 Added 1.37%
25,786 $5.22 Million
Q1 2024

Apr 17, 2024

BUY
$167.09 - $200.3 $55,975 - $67,100
335 Added 1.33%
25,437 $5.1 Million
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $10,041 - $12,602
-74 Reduced 0.29%
25,102 $4.27 Million
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $1,288 - $1,422
-9 Reduced 0.04%
25,176 $3.65 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $16,826 - $19,198
132 Added 0.53%
25,185 $3.66 Million
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $97,429 - $112,164
780 Added 3.21%
25,053 $3.26 Million
Q4 2022

Jan 31, 2023

SELL
$101.96 - $137.84 $64,846 - $87,666
-636 Reduced 2.55%
24,273 $3.26 Million
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $28,317 - $164,712
1,366 Added 5.8%
24,909 $2.6 Million
Q2 2022

Jul 19, 2022

SELL
$112.61 - $135.91 $2.47 Million - $2.99 Million
-21,969 Closed
0 $0
Q1 2022

Apr 25, 2022

BUY
$128.3 - $168.44 $19,758 - $25,939
154 Added 0.71%
21,969 $3 Million
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $115,762 - $129,178
-752 Reduced 3.33%
21,815 $3.45 Million
Q3 2021

Oct 07, 2021

BUY
$146.97 - $166.98 $18,812 - $21,373
128 Added 0.57%
22,567 $3.71 Million
Q2 2021

Jul 29, 2021

BUY
$147.37 - $166.44 $294 - $332
2 Added 0.01%
22,439 $3.49 Million
Q1 2021

Apr 29, 2021

SELL
$125.65 - $157.65 $40,208 - $50,448
-320 Reduced 1.41%
22,437 $3.42 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $50,297 - $66,203
521 Added 2.34%
22,757 $2.89 Million
Q3 2020

Oct 29, 2020

SELL
$91.28 - $103.82 $25,375 - $28,861
-278 Reduced 1.23%
22,236 $2.14 Million
Q2 2020

Aug 04, 2020

BUY
$84.03 - $113.45 $255,619 - $345,114
3,042 Added 15.62%
22,514 $2.12 Million
Q1 2020

Apr 30, 2020

SELL
$79.03 - $141.09 $12,565 - $22,433
-159 Reduced 0.81%
19,472 $1.75 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $2.2 Million - $2.74 Million
19,631 New
19,631 $2.74 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 $732B
  • 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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