A detailed history of Kinloch Capital, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kinloch Capital, LLC holds 2,268 shares of JPM stock, worth $478,049. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,268
Previous 1,993 13.8%
Holding current value
$478,049
Previous $399,000 14.79%
% of portfolio
0.24%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $49,522 - $56,317
275 Added 13.8%
2,268 $458,000
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $14,202 - $17,025
85 Added 4.45%
1,993 $399,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $8,141 - $10,218
60 Added 3.25%
1,908 $324,000
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $57,284 - $63,200
-400 Reduced 17.79%
1,848 $267,000
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $20,267 - $23,124
-159 Reduced 6.61%
2,248 $326,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $8,292 - $48,232
400 Added 19.93%
2,407 $252,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $563 - $679
-5 Reduced 0.25%
2,007 $226,000
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $51,961 - $68,218
405 Added 25.2%
2,012 $274,000
Q3 2021

Oct 21, 2021

SELL
$146.97 - $166.98 $16,166 - $18,367
-110 Reduced 6.41%
1,607 $263,000
Q2 2021

Aug 04, 2021

BUY
$147.37 - $166.44 $253,034 - $285,777
1,717 New
1,717 $267,000
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $19,978 - $25,066
-159 Closed
0 $0
Q4 2020

Jan 21, 2021

BUY
$96.54 - $127.07 $15,349 - $20,204
159 New
159 $20,000

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 $618B
  • 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 Kinloch Capital, LLC Portfolio

Follow Kinloch Capital, LLC 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 Kinloch Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kinloch Capital, LLC with notifications on news.