A detailed history of Joseph Group Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Joseph Group Capital Management holds 15,823 shares of JPM stock, worth $3.3 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
15,823
Previous 13,543 16.84%
Holding current value
$3.3 Million
Previous $2.3 Million 37.6%
% of portfolio
1.82%
Previous 1.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $380,965 - $456,684
2,280 Added 16.84%
15,823 $3.17 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $33,922 - $42,575
250 Added 1.88%
13,543 $2.3 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $47,975 - $52,930
335 Added 2.59%
13,293 $1.93 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $116,762 - $133,223
916 Added 7.61%
12,958 $1.88 Million
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $112,294 - $129,276
-899 Reduced 6.95%
12,042 $1.57 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $22,431 - $30,324
-220 Reduced 1.67%
12,941 $1.74 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $69,093 - $401,893
3,333 Added 33.91%
13,161 $1.38 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $93,916 - $113,348
834 Added 9.27%
9,828 $1.11 Million
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $57,991 - $76,134
452 Added 5.29%
8,994 $1.23 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $1.29 Million - $1.43 Million
8,352 Added 4395.79%
8,542 $1.35 Million
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $29,248 - $32,638
190 New
190 $1.35 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 $613B
  • 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 Joseph Group Capital Management Portfolio

Follow Joseph Group Capital Management 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 Joseph Group Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Joseph Group Capital Management with notifications on news.