A detailed history of Joule Financial, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Joule Financial, LLC holds 3,600 shares of JPM stock, worth $959,688. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,600
Previous 3,410 5.57%
Holding current value
$959,688
Previous $718,000 20.06%
% of portfolio
0.31%
Previous 0.26%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$205.18 - $250.29 $38,984 - $47,555
190 Added 5.57%
3,600 $862,000
Q3 2024

Oct 17, 2024

SELL
$194.9 - $224.8 $32,353 - $37,316
-166 Reduced 4.64%
3,410 $718,000
Q2 2024

Oct 17, 2024

SELL
$180.08 - $204.79 $888,694 - $1.01 Million
-4,935 Reduced 57.98%
3,576 $723,000
Q2 2024

Jul 23, 2024

SELL
$180.08 - $204.79 $888,694 - $1.01 Million
-4,935 Reduced 57.98%
3,576 $723,000
Q1 2024

Oct 17, 2024

BUY
$167.09 - $200.3 $824,589 - $988,480
4,935 Added 138.0%
8,511 $1.7 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $19,549 - $23,435
117 Added 1.39%
8,511 $1.7 Million
Q4 2023

Jan 11, 2024

BUY
$135.69 - $170.3 $289,698 - $363,590
2,135 Added 34.11%
8,394 $1.43 Million
Q3 2023

Oct 26, 2023

BUY
$143.21 - $158.0 $147,219 - $162,424
1,028 Added 19.65%
6,259 $907,000
Q2 2023

Jul 14, 2023

BUY
$127.47 - $145.44 $38,623 - $44,068
303 Added 6.15%
5,231 $760,000
Q1 2023

Apr 13, 2023

SELL
$124.91 - $143.8 $13,365 - $15,386
-107 Reduced 2.13%
4,928 $642,000
Q4 2022

Jan 13, 2023

BUY
$101.96 - $137.84 $32,423 - $43,833
318 Added 6.74%
5,035 $0
Q3 2022

Oct 19, 2022

BUY
$20.73 - $120.58 $13,598 - $79,100
656 Added 16.15%
4,717 $493,000
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $457,309 - $551,930
4,061 New
4,061 $457,000

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 $782B
  • 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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