A detailed history of Joel Isaacson & Co., LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 47,559 shares of JPM stock, worth $11.6 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
47,559
Previous 47,187 0.79%
Holding current value
$11.6 Million
Previous $9.54 Million 5.03%
% of portfolio
0.49%
Previous 0.5%

Shares

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

Oct 23, 2024

BUY
$194.9 - $224.8 $72,502 - $83,625
372 Added 0.79%
47,559 $10 Million
Q2 2024

Jul 23, 2024

SELL
$180.08 - $204.79 $97,783 - $111,200
-543 Reduced 1.14%
47,187 $9.54 Million
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $795,181 - $953,227
4,759 Added 11.07%
47,730 $9.56 Million
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $45,049 - $56,539
332 Added 0.78%
42,971 $7.31 Million
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $39,382 - $43,450
275 Added 0.65%
42,639 $6.18 Million
Q2 2023

Jul 26, 2023

BUY
$127.47 - $145.44 $44,741 - $51,049
351 Added 0.84%
42,364 $6.16 Million
Q1 2023

Apr 24, 2023

SELL
$124.91 - $143.8 $43,718 - $50,330
-350 Reduced 0.83%
42,013 $5.47 Million
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $146,414 - $197,938
1,436 Added 3.51%
42,363 $0
Q3 2022

Oct 13, 2022

BUY
$20.73 - $120.58 $53,421 - $310,734
2,577 Added 6.72%
40,927 $4.28 Million
Q2 2022

Jul 15, 2022

SELL
$112.61 - $135.91 $57,994 - $69,993
-515 Reduced 1.33%
38,350 $4.32 Million
Q1 2022

Apr 21, 2022

BUY
$128.3 - $168.44 $24,890 - $32,677
194 Added 0.5%
38,865 $4.99 Million
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $2,924 - $3,263
19 Added 0.05%
38,671 $6.12 Million
Q3 2021

Oct 21, 2021

BUY
$146.97 - $166.98 $577,151 - $655,730
3,927 Added 11.31%
38,652 $6.33 Million
Q2 2021

Jul 20, 2021

BUY
$147.37 - $166.44 $50,695 - $57,255
344 Added 1.0%
34,725 $5.4 Million
Q1 2021

Apr 23, 2021

BUY
$125.65 - $157.65 $46,364 - $58,172
369 Added 1.08%
34,381 $5.23 Million
Q4 2020

Jan 22, 2021

BUY
$96.54 - $127.07 $125,019 - $164,555
1,295 Added 3.96%
34,012 $4.32 Million
Q3 2020

Oct 14, 2020

SELL
$91.28 - $103.82 $69,920 - $79,526
-766 Reduced 2.29%
32,717 $3.15 Million
Q2 2020

Jul 21, 2020

BUY
$84.03 - $113.45 $127,557 - $172,217
1,518 Added 4.75%
33,483 $3.15 Million
Q1 2020

Apr 21, 2020

SELL
$79.03 - $141.09 $188,407 - $336,358
-2,384 Reduced 6.94%
31,965 $2.88 Million
Q4 2019

Jan 24, 2020

BUY
$111.82 - $139.4 $73,130 - $91,167
654 Added 1.94%
34,349 $4.79 Million
Q3 2019

Oct 15, 2019

SELL
$104.8 - $120.23 $136,240 - $156,299
-1,300 Reduced 3.71%
33,695 $3.97 Million
Q2 2019

Jul 11, 2019

SELL
$104.64 - $116.12 $967,082 - $1.07 Million
-9,242 Reduced 20.89%
34,995 $3.91 Million
Q1 2019

Apr 09, 2019

BUY
$97.11 - $107.19 $541,873 - $598,120
5,580 Added 14.43%
44,237 $4.48 Million
Q4 2018

Jan 18, 2019

BUY
$92.14 - $115.32 $964,797 - $1.21 Million
10,471 Added 37.15%
38,657 $3.86 Million
Q3 2018

Oct 19, 2018

BUY
$103.61 - $118.63 $2,486 - $2,847
24 Added 0.09%
28,186 $3.18 Million
Q2 2018

Aug 01, 2018

BUY
$103.24 - $114.29 $54,201 - $60,002
525 Added 1.9%
28,162 $2.93 Million
Q1 2018

May 01, 2018

BUY
$107.01 - $118.77 $571,647 - $634,469
5,342 Added 23.96%
27,637 $3.04 Million
Q4 2017

Jan 30, 2018

SELL
$95.86 - $107.83 $69,402 - $78,068
-724 Reduced 3.15%
22,295 $2.38 Million
Q3 2017

Nov 02, 2017

BUY
$88.42 - $95.51 $2.04 Million - $2.2 Million
23,019
23,019 $2.2 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 $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
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