A detailed history of James Investment Research Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, James Investment Research Inc holds 78,285 shares of JPM stock, worth $21.2 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
78,285
Previous 79,931 2.06%
Holding current value
$21.2 Million
Previous $16.8 Million 11.38%
% of portfolio
2.29%
Previous 1.97%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

SELL
$205.18 - $250.29 $337,726 - $411,977
-1,646 Reduced 2.06%
78,285 $18.8 Million
Q3 2024

Oct 29, 2024

SELL
$194.9 - $224.8 $206,009 - $237,613
-1,057 Reduced 1.31%
79,931 $16.8 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $73,832 - $83,963
-410 Reduced 0.5%
80,988 $16.4 Million
Q1 2024

May 01, 2024

SELL
$167.09 - $200.3 $500,601 - $600,098
-2,996 Reduced 3.55%
81,398 $16.3 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $444,249 - $557,562
-3,274 Reduced 3.73%
84,394 $14.4 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $99,387 - $109,652
-694 Reduced 0.79%
87,668 $12.7 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $11.3 Million - $12.9 Million
88,362 New
88,362 $12.9 Million
Q1 2023

Apr 25, 2023

SELL
$124.91 - $143.8 $97,179 - $111,876
-778 Reduced 0.77%
100,369 $13.1 Million
Q4 2022

Jan 30, 2023

SELL
$101.96 - $137.84 $495,321 - $669,626
-4,858 Reduced 4.58%
101,147 $13.6 Million
Q3 2022

Oct 31, 2022

SELL
$20.73 - $120.58 $376,104 - $2.19 Million
-18,143 Reduced 14.61%
106,005 $11.1 Million
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $28,152 - $33,977
-250 Reduced 0.2%
124,148 $14 Million
Q1 2022

Apr 22, 2022

SELL
$128.3 - $168.44 $2.03 Million - $2.66 Million
-15,792 Reduced 11.26%
124,398 $17 Million
Q4 2021

Jan 28, 2022

SELL
$153.94 - $171.78 $2.73 Million - $3.05 Million
-17,762 Reduced 11.25%
140,190 $22.2 Million
Q3 2021

Oct 22, 2021

SELL
$146.97 - $166.98 $164,606 - $187,017
-1,120 Reduced 0.7%
157,952 $25.9 Million
Q2 2021

Jul 26, 2021

SELL
$147.37 - $166.44 $51,579 - $58,254
-350 Reduced 0.22%
159,072 $24.7 Million
Q1 2021

Apr 22, 2021

SELL
$125.65 - $157.65 $317,894 - $398,854
-2,530 Reduced 1.56%
159,422 $24.3 Million
Q4 2020

Jan 27, 2021

BUY
$96.54 - $127.07 $15.6 Million - $20.6 Million
161,952 New
161,952 $20.6 Million
Q3 2020

Oct 23, 2020

SELL
$91.28 - $103.82 $1.22 Million - $1.39 Million
-13,371 Reduced 7.4%
167,241 $16.1 Million
Q2 2020

Jul 24, 2020

SELL
$84.03 - $113.45 $1.98 Million - $2.67 Million
-23,570 Reduced 11.54%
180,612 $17 Million
Q1 2020

Apr 22, 2020

SELL
$79.03 - $141.09 $1.39 Million - $2.48 Million
-17,607 Reduced 7.94%
204,182 $18.4 Million
Q4 2019

Jan 24, 2020

SELL
$111.82 - $139.4 $1.74 Million - $2.16 Million
-15,527 Reduced 6.54%
221,789 $30.9 Million
Q3 2019

Oct 30, 2019

SELL
$104.8 - $120.23 $2.79 Million - $3.2 Million
-26,585 Reduced 10.07%
237,316 $27.9 Million
Q2 2019

Jul 24, 2019

SELL
$104.64 - $116.12 $170,667 - $189,391
-1,631 Reduced 0.61%
263,901 $29.5 Million
Q1 2019

Apr 26, 2019

SELL
$97.11 - $107.19 $1.8 Million - $1.99 Million
-18,523 Reduced 6.52%
265,532 $26.9 Million
Q4 2018

Jan 22, 2019

SELL
$92.14 - $115.32 $38.3 Million - $48 Million
-415,932 Closed
0 $0
Q3 2018

Oct 26, 2018

SELL
$103.61 - $118.63 $3.61 Million - $4.13 Million
-34,827 Reduced 7.73%
415,932 $46.9 Million
Q2 2018

Jul 19, 2018

SELL
$103.24 - $114.29 $178,192 - $197,264
-1,726 Reduced 0.38%
450,759 $47 Million
Q1 2018

Apr 12, 2018

SELL
$107.01 - $118.77 $18.3 Million - $20.3 Million
-171,179 Reduced 27.45%
452,485 $49.8 Million
Q4 2017

Jan 23, 2018

SELL
$95.86 - $107.83 $13 Million - $14.6 Million
-135,705 Reduced 17.87%
623,664 $66.7 Million
Q3 2017

Oct 13, 2017

BUY
$88.42 - $95.51 $67.1 Million - $72.5 Million
759,369
759,369 $72.5 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 $793B
  • 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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