A detailed history of Iron Financial, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Iron Financial, LLC holds 8,912 shares of JPM stock, worth $1.88 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
8,912
Previous 8,857 0.62%
Holding current value
$1.88 Million
Previous $1.77 Million 1.58%
% of portfolio
1.02%
Previous 1.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$180.08 - $204.79 $9,904 - $11,263
55 Added 0.62%
8,912 $1.8 Million
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $75,858 - $90,936
-454 Reduced 4.88%
8,857 $1.77 Million
Q4 2023

Jan 19, 2024

SELL
$135.69 - $170.3 $2,306 - $2,895
-17 Reduced 0.18%
9,311 $1.58 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $10,597 - $11,692
-74 Reduced 0.79%
9,328 $1.35 Million
Q2 2023

Jul 24, 2023

SELL
$127.47 - $145.44 $2,039 - $2,327
-16 Reduced 0.17%
9,402 $1.37 Million
Q1 2023

Apr 25, 2023

BUY
$124.91 - $143.8 $16,737 - $19,269
134 Added 1.44%
9,418 $1.23 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $279,064 - $377,268
2,737 Added 41.81%
9,284 $1.25 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $2,881 - $16,760
-139 Reduced 2.08%
6,547 $684,000
Q2 2022

Jul 27, 2022

SELL
$112.61 - $135.91 $26,801 - $32,346
-238 Reduced 3.44%
6,686 $753,000
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $49,523 - $65,017
-386 Reduced 5.28%
6,924 $944,000
Q3 2021

Nov 02, 2021

SELL
$146.97 - $166.98 $16,313 - $18,534
-111 Reduced 1.5%
7,310 $1.2 Million
Q2 2021

Jul 28, 2021

SELL
$147.37 - $166.44 $37,579 - $42,442
-255 Reduced 3.32%
7,421 $1.15 Million
Q1 2021

May 07, 2021

SELL
$125.65 - $157.65 $121,629 - $152,605
-968 Reduced 11.2%
7,676 $1.17 Million
Q4 2020

Jan 13, 2021

SELL
$96.54 - $127.07 $20,273 - $26,684
-210 Reduced 2.37%
8,644 $1.1 Million
Q3 2020

Nov 09, 2020

SELL
$91.28 - $103.82 $63,348 - $72,051
-694 Reduced 7.27%
8,854 $852,000
Q2 2020

Jul 15, 2020

SELL
$84.03 - $113.45 $104,197 - $140,678
-1,240 Reduced 11.49%
9,548 $898,000
Q1 2020

Apr 20, 2020

BUY
$79.03 - $141.09 $123,523 - $220,523
1,563 Added 16.94%
10,788 $971,000
Q4 2019

Jan 30, 2020

BUY
$111.82 - $139.4 $175,781 - $219,136
1,572 Added 20.54%
9,225 $1.29 Million
Q3 2019

Oct 21, 2019

BUY
$104.8 - $120.23 $14,776 - $16,952
141 Added 1.88%
7,653 $901,000
Q2 2019

Aug 02, 2019

BUY
$104.64 - $116.12 $6,173 - $6,851
59 Added 0.79%
7,512 $760,000
Q1 2019

May 08, 2019

BUY
$97.11 - $107.19 $54,867 - $60,562
565 Added 8.2%
7,453 $755,000
Q4 2018

Jan 15, 2019

SELL
$92.14 - $115.32 $5,251 - $6,573
-57 Reduced 0.82%
6,888 $672,000
Q3 2018

Oct 18, 2018

BUY
$103.61 - $118.63 $11,604 - $13,286
112 Added 1.64%
6,945 $784,000
Q2 2018

Jul 30, 2018

SELL
$103.24 - $114.29 $3,303 - $3,657
-32 Reduced 0.47%
6,833 $712,000
Q1 2018

Apr 23, 2018

SELL
$107.01 - $118.77 $12,734 - $14,133
-119 Reduced 1.7%
6,865 $755,000
Q4 2017

Jan 30, 2018

SELL
$95.86 - $107.83 $74,579 - $83,891
-778 Reduced 10.02%
6,984 $747,000
Q3 2017

Oct 23, 2017

BUY
$88.42 - $95.51 $686,316 - $741,348
7,762
7,762 $741,000

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 $618B
  • 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
Track This Portfolio

Track Iron Financial, LLC Portfolio

Follow Iron Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Financial, LLC with notifications on news.