A detailed history of Marino, Stram & Associates LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Marino, Stram & Associates LLC holds 27,977 shares of JPM stock, worth $6.95 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
27,977
Previous 27,914 0.23%
Holding current value
$6.95 Million
Previous $5.65 Million 4.45%
% of portfolio
1.33%
Previous 1.39%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $12,278 - $14,162
63 Added 0.23%
27,977 $5.9 Million
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $50,962 - $57,955
-283 Reduced 1.0%
27,914 $5.65 Million
Q1 2024

Apr 24, 2024

BUY
$167.09 - $200.3 $10,693 - $12,819
64 Added 0.23%
28,197 $5.65 Million
Q4 2023

Jan 30, 2024

BUY
$135.69 - $170.3 $15,875 - $19,925
117 Added 0.42%
28,133 $4.79 Million
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $6,730 - $7,426
47 Added 0.17%
28,016 $4.06 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $11,344 - $12,944
89 Added 0.32%
27,969 $4.07 Million
Q1 2023

Apr 20, 2023

BUY
$124.91 - $143.8 $43,343 - $49,898
347 Added 1.26%
27,880 $3.63 Million
Q4 2022

Jan 19, 2023

SELL
$101.96 - $137.84 $23,450 - $31,703
-230 Reduced 0.83%
27,533 $0
Q3 2022

Oct 17, 2022

BUY
$20.73 - $120.58 $17,226 - $100,201
831 Added 3.09%
27,763 $2.9 Million
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $48,309 - $58,305
429 Added 1.62%
26,932 $3.03 Million
Q1 2022

Apr 25, 2022

BUY
$128.3 - $168.44 $62,097 - $81,524
484 Added 1.86%
26,503 $3.61 Million
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $51,569 - $57,546
335 Added 1.3%
26,019 $4.12 Million
Q3 2021

Oct 14, 2021

SELL
$146.97 - $166.98 $1.38 Million - $1.57 Million
-9,382 Reduced 26.76%
25,684 $4.2 Million
Q2 2021

Jul 22, 2021

BUY
$147.37 - $166.44 $1.49 Million - $1.68 Million
10,108 Added 40.5%
35,066 $5.45 Million
Q1 2021

Apr 26, 2021

BUY
$125.65 - $157.65 $53,778 - $67,474
428 Added 1.74%
24,958 $3.8 Million
Q4 2020

Jan 19, 2021

BUY
$96.54 - $127.07 $103,683 - $136,473
1,074 Added 4.58%
24,530 $3.12 Million
Q3 2020

Oct 22, 2020

BUY
$91.28 - $103.82 $70,103 - $79,733
768 Added 3.39%
23,456 $2.26 Million
Q2 2020

Jul 20, 2020

BUY
$84.03 - $113.45 $405,276 - $547,169
4,823 Added 27.0%
22,688 $2.14 Million
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $103,292 - $184,404
1,307 Added 7.89%
17,865 $1.61 Million
Q4 2019

Jan 31, 2020

BUY
$111.82 - $139.4 $33,098 - $41,262
296 Added 1.82%
16,558 $2.31 Million
Q3 2019

Oct 15, 2019

BUY
$104.8 - $120.23 $43,492 - $49,895
415 Added 2.62%
16,262 $1.91 Million
Q2 2019

Jul 19, 2019

BUY
$104.64 - $116.12 $27,729 - $30,771
265 Added 1.7%
15,847 $1.77 Million
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $86,039 - $94,970
886 Added 6.03%
15,582 $1.58 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $3,501 - $4,382
38 Added 0.26%
14,696 $1.47 Million
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $4,558 - $5,219
-44 Reduced 0.3%
14,658 $1.65 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $61,324 - $67,888
594 Added 4.21%
14,702 $1.55 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $38,095 - $42,282
356 Added 2.59%
14,108 $1.55 Million
Q4 2017

Mar 09, 2018

BUY
$95.86 - $107.83 $1.32 Million - $1.48 Million
13,752
13,752 $1.47 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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