A detailed history of Jim Saulnier & Associates, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 1,114 shares of JPM stock, worth $332,573. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,114
Previous 1,112 0.18%
Holding current value
$332,573
Previous $273 Million 18.39%
% of portfolio
0.22%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$210.28 - $289.91 $420 - $579
2 Added 0.18%
1,114 $323 Million
Q1 2025

Apr 21, 2025

BUY
$225.19 - $279.95 $450 - $559
2 Added 0.18%
1,112 $273 Million
Q4 2024

Jan 22, 2025

BUY
$205.18 - $250.29 $410 - $500
2 Added 0.18%
1,110 $266 Million
Q3 2024

Nov 12, 2024

BUY
$194.9 - $224.8 $215,949 - $249,078
1,108 New
1,108 $234 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 $876B
  • 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 Jim Saulnier & Associates, LLC Portfolio

Follow Jim Saulnier & Associates, 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 Jim Saulnier & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jim Saulnier & Associates, LLC with notifications on news.