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 2,523 shares of JPM stock, worth $522,992. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,523
Previous 2,936 14.07%
Holding current value
$522,992
Previous $588,000 13.27%
% of portfolio
0.21%
Previous 0.24%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $608B
  • 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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