A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 2,532 shares of JPM stock, worth $556,482. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,532
Previous 2,523 0.36%
Holding current value
$556,482
Previous $510,000 4.51%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Oct 17, 2024

BUY
$194.9 - $224.8 $1,754 - $2,023
9 Added 0.36%
2,532 $533,000
Q2 2024

Jul 16, 2024

SELL
$180.08 - $204.79 $74,373 - $84,578
-413 Reduced 14.07%
2,523 $510,000
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $2,005 - $2,403
12 Added 0.41%
2,936 $588,000
Q4 2023

Feb 01, 2024

BUY
$135.69 - $170.3 $2,171 - $2,724
16 Added 0.55%
2,924 $497,000
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $1,718 - $1,896
12 Added 0.41%
2,908 $421,000
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $1,912 - $2,181
15 Added 0.52%
2,896 $421,000
Q1 2023

May 02, 2023

BUY
$124.91 - $143.8 $26,980 - $31,060
216 Added 8.11%
2,881 $375,000
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $407 - $551
4 Added 0.15%
2,665 $0
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $3,586 - $20,860
173 Added 6.95%
2,661 $278,000
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $7,882 - $9,513
70 Added 2.89%
2,488 $280,000
Q1 2022

Apr 28, 2022

SELL
$128.3 - $168.44 $12,316 - $16,170
-96 Reduced 3.82%
2,418 $330,000
Q4 2021

Jan 24, 2022

BUY
$153.94 - $171.78 $461 - $515
3 Added 0.12%
2,514 $398,000
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $440 - $500
3 Added 0.12%
2,511 $411,000
Q2 2021

Jul 15, 2021

BUY
$147.37 - $166.44 $589 - $665
4 Added 0.16%
2,508 $390,000
Q1 2021

Apr 22, 2021

BUY
$125.65 - $157.65 $2,764 - $3,468
22 Added 0.89%
2,504 $381,000
Q4 2020

Mar 03, 2021

BUY
$96.54 - $127.07 $10,136 - $13,342
105 Added 4.42%
2,482 $315,000
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $456 - $519
5 Added 0.21%
2,377 $229,000
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $420 - $567
5 Added 0.21%
2,372 $223,000
Q1 2020

May 12, 2020

BUY
$79.03 - $141.09 $237 - $423
3 Added 0.13%
2,367 $213,000
Q4 2019

Feb 05, 2020

SELL
$111.82 - $139.4 $9,504 - $11,849
-85 Reduced 3.47%
2,364 $330,000
Q3 2019

Nov 20, 2019

BUY
$104.8 - $120.23 $419 - $480
4 Added 0.16%
2,449 $288,000
Q2 2019

Aug 13, 2019

SELL
$104.64 - $116.12 $14,021 - $15,560
-134 Reduced 5.2%
2,445 $273,000
Q1 2019

May 07, 2019

SELL
$97.11 - $107.19 $90,020 - $99,365
-927 Reduced 26.44%
2,579 $261,000
Q4 2018

Jan 23, 2019

BUY
$92.14 - $115.32 $38,422 - $48,088
417 Added 13.5%
3,506 $342,000
Q3 2018

Nov 15, 2018

BUY
$103.61 - $118.63 $1,554 - $1,779
15 Added 0.49%
3,089 $349,000
Q2 2018

Aug 02, 2018

SELL
$103.24 - $114.29 $4,232 - $4,685
-41 Reduced 1.32%
3,074 $320,000
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $19,796 - $21,972
185 Added 6.31%
3,115 $343,000
Q4 2017

Feb 01, 2018

SELL
$95.86 - $107.83 $36,139 - $40,651
-377 Reduced 11.4%
2,930 $313,000
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $1,591 - $1,719
18 Added 0.55%
3,307 $316,000
Q2 2017

Aug 10, 2017

BUY
N/A
3,289
3,289 $301,000

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 $645B
  • 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 Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, Inc. 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 Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.