A detailed history of M&R Capital Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, M&R Capital Management Inc holds 56,369 shares of JPM stock, worth $14 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
56,369
Previous 56,299 0.12%
Holding current value
$14 Million
Previous $11.4 Million 4.34%
% of portfolio
2.67%
Previous 2.77%

Shares

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

Oct 02, 2024

BUY
$194.9 - $224.8 $13,643 - $15,736
70 Added 0.12%
56,369 $11.9 Million
Q2 2024

Jul 02, 2024

BUY
$180.08 - $204.79 $41,418 - $47,101
230 Added 0.41%
56,299 $11.4 Million
Q1 2024

Apr 02, 2024

SELL
$167.09 - $200.3 $265,004 - $317,675
-1,586 Reduced 2.75%
56,069 $11.2 Million
Q4 2023

Jan 02, 2024

SELL
$135.69 - $170.3 $2,171 - $2,724
-16 Reduced 0.03%
57,655 $9.81 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $157,387 - $173,642
1,099 Added 1.94%
57,671 $8.36 Million
Q2 2023

Jul 05, 2023

BUY
$127.47 - $145.44 $84,512 - $96,426
663 Added 1.19%
56,572 $8.23 Million
Q1 2023

Apr 03, 2023

BUY
$124.91 - $143.8 $54,960 - $63,272
440 Added 0.79%
55,909 $7.29 Million
Q4 2022

Jan 11, 2023

BUY
$101.96 - $137.84 $10,909 - $14,748
107 Added 0.19%
55,469 $0
Q3 2022

Oct 03, 2022

BUY
$20.73 - $120.58 $704 - $4,099
34 Added 0.06%
55,362 $5.79 Million
Q2 2022

Jul 05, 2022

SELL
$112.61 - $135.91 $84,344 - $101,796
-749 Reduced 1.34%
55,328 $6.23 Million
Q1 2022

Apr 04, 2022

BUY
$128.3 - $168.44 $45,418 - $59,627
354 Added 0.64%
56,077 $7.67 Million
Q4 2021

Jan 07, 2022

SELL
$153.94 - $171.78 $44,950 - $50,159
-292 Reduced 0.52%
55,723 $8.82 Million
Q3 2021

Oct 05, 2021

BUY
$146.97 - $166.98 $27,630 - $31,392
188 Added 0.34%
56,015 $9.17 Million
Q2 2021

Jul 02, 2021

BUY
$147.37 - $166.44 $203,075 - $229,354
1,378 Added 2.53%
55,827 $8.68 Million
Q1 2021

Apr 01, 2021

SELL
$125.65 - $157.65 $204,558 - $256,654
-1,628 Reduced 2.9%
54,449 $8.3 Million
Q4 2020

Jan 05, 2021

SELL
$96.54 - $127.07 $527,398 - $694,183
-5,463 Reduced 8.88%
56,077 $7.12 Million
Q3 2020

Oct 01, 2020

BUY
$91.28 - $103.82 $58,054 - $66,029
636 Added 1.04%
61,540 $5.92 Million
Q2 2020

Jul 01, 2020

SELL
$84.03 - $113.45 $617,452 - $833,630
-7,348 Reduced 10.77%
60,904 $5.72 Million
Q1 2020

Apr 02, 2020

SELL
$79.03 - $141.09 $435,771 - $777,970
-5,514 Reduced 7.47%
68,252 $6.14 Million
Q4 2019

Jan 07, 2020

SELL
$111.82 - $139.4 $46,293 - $57,711
-414 Reduced 0.56%
73,766 $10.3 Million
Q3 2019

Oct 02, 2019

SELL
$104.8 - $120.23 $339,552 - $389,545
-3,240 Reduced 4.18%
74,180 $8.73 Million
Q2 2019

Jul 24, 2019

BUY
$104.64 - $116.12 $128,079 - $142,130
1,224 Added 1.61%
77,420 $8.66 Million
Q1 2019

Apr 29, 2019

SELL
$97.11 - $107.19 $64,092 - $70,745
-660 Reduced 0.86%
76,196 $8.72 Million
Q4 2018

Feb 08, 2019

SELL
$92.14 - $115.32 $38,514 - $48,203
-418 Reduced 0.54%
76,856 $7.5 Million
Q3 2018

Nov 09, 2018

BUY
$103.61 - $118.63 $21,136 - $24,200
204 Added 0.26%
77,274 $8.72 Million
Q2 2018

Aug 08, 2018

SELL
$103.24 - $114.29 $90,231 - $99,889
-874 Reduced 1.12%
77,070 $8.03 Million
Q1 2018

May 11, 2018

BUY
$107.01 - $118.77 $14,874 - $16,509
139 Added 0.18%
77,944 $8.57 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $63,363 - $71,275
661 Added 0.86%
77,805 $8.32 Million
Q3 2017

Nov 14, 2017

SELL
$88.42 - $95.51 $96,908 - $104,678
-1,096 Reduced 1.4%
77,144 $7.37 Million
Q2 2017

Aug 15, 2017

BUY
N/A
78,240
78,240 $7.15 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 $729B
  • 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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