A detailed history of James J. Burns & Company, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, James J. Burns & Company, LLC holds 7,357 shares of JPM stock, worth $1.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,357
Previous 6,921 6.3%
Holding current value
$1.8 Million
Previous $1.4 Million 10.79%
% of portfolio
0.28%
Previous 0.28%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $84,976 - $98,012
436 Added 6.3%
7,357 $1.55 Million
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $360,520 - $409,989
2,002 Added 40.7%
6,921 $1.4 Million
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $708,461 - $849,272
-4,240 Reduced 46.29%
4,919 $978,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $203,127 - $254,939
1,497 Added 19.54%
9,159 $1.56 Million
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $27,353 - $30,178
-191 Reduced 2.43%
7,662 $1.11 Million
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $411,090 - $469,044
3,225 Added 69.68%
7,853 $1.14 Million
Q1 2023

Apr 24, 2023

BUY
$124.91 - $143.8 $139,399 - $160,480
1,116 Added 31.78%
4,628 $604,000
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $3,364 - $4,548
33 Added 0.95%
3,512 $471,000
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $72,119 - $419,497
3,479 New
3,479 $364,000

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 $718B
  • 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 James J. Burns & Company, LLC Portfolio

Follow James J. Burns & Company, 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 James J. Burns & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on James J. Burns & Company, LLC with notifications on news.