A detailed history of Kaizen Financial Strategies transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kaizen Financial Strategies holds 2,022 shares of JPM stock, worth $505,075. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,022
Previous 2,019 0.15%
Holding current value
$505,075
Previous $408,000 4.41%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Nov 04, 2024

BUY
$194.9 - $224.8 $584 - $674
3 Added 0.15%
2,022 $426,000
Q2 2024

Aug 02, 2024

SELL
$180.08 - $204.79 $31,874 - $36,247
-177 Reduced 8.06%
2,019 $408,000
Q1 2024

May 02, 2024

BUY
$167.09 - $200.3 $9,022 - $10,816
54 Added 2.52%
2,196 $439,000
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $678 - $851
5 Added 0.23%
2,142 $364,000
Q3 2023

Oct 31, 2023

BUY
$143.21 - $158.0 $572 - $632
4 Added 0.19%
2,137 $309,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $509 - $581
4 Added 0.19%
2,133 $310,000
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $13,115 - $15,099
-105 Reduced 4.7%
2,129 $277,000
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $227,778 - $307,934
2,234 New
2,234 $0

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 $733B
  • 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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