Joel Isaacson & Co., LLC Jpmorgan Chase & CO Transaction History

Joel Isaacson & Co., LLC

$2.39 Billion
Q2 2025

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 53,946 shares of JPM stock, worth $16 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

53,946

Previous 51,603 4.54%

Holding current value

$16 Million

Previous $12.7 Million 23.55%

% of portfolio

0.66%

Previous 0.58%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$210.28 - $289.91 $492,686 - $679,259	2,343 Added 4.54%	53,946 $15.6 Million
Q1 2025 Apr 24, 2025	BUY	$225.19 - $279.95 $472,673 - $587,615	2,099 Added 4.24%	51,603 $12.7 Million
Q4 2024 Jan 28, 2025	BUY	$205.18 - $250.29 $399,075 - $486,814	1,945 Added 4.09%	49,504 $11.9 Million
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

# of Institutions

5,357

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $871B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.

Account

Joel Isaacson & Co., LLC Jpmorgan Chase & CO Transaction History