A detailed history of Marotta Asset Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Marotta Asset Management holds 2,579 shares of JPM stock, worth $641,010. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,579
Previous 2,602 0.88%
Holding current value
$641,010
Previous $526,000 3.23%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 03, 2024

SELL
$194.9 - $224.8 $4,482 - $5,170
-23 Reduced 0.88%
2,579 $543,000
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $107,507 - $122,259
597 Added 29.78%
2,602 $526,000
Q1 2024

Apr 02, 2024

SELL
$167.09 - $200.3 $76,025 - $91,136
-455 Reduced 18.5%
2,005 $401,000
Q3 2023

Oct 11, 2023

BUY
$143.21 - $158.0 $5,441 - $6,004
38 Added 1.57%
2,460 $356,000
Q4 2022

Jan 03, 2023

SELL
$101.96 - $137.84 $14,580 - $19,711
-143 Reduced 5.58%
2,422 $0
Q2 2022

Jul 21, 2022

SELL
$112.61 - $135.91 $29,278 - $35,336
-260 Reduced 9.2%
2,565 $288,000
Q1 2022

Apr 08, 2022

BUY
$128.3 - $168.44 $17,962 - $23,581
140 Added 5.21%
2,825 $385,000
Q2 2021

Jul 09, 2021

BUY
$147.37 - $166.44 $34,042 - $38,447
231 Added 9.41%
2,685 $417,000
Q1 2021

Apr 09, 2021

BUY
$125.65 - $157.65 $12,565 - $15,765
100 Added 4.25%
2,454 $373,000
Q4 2020

Jan 07, 2021

SELL
$96.54 - $127.07 $24,135 - $31,767
-250 Reduced 9.6%
2,354 $299,000
Q2 2020

Jul 06, 2020

SELL
$84.03 - $113.45 $16,890 - $22,803
-201 Reduced 7.17%
2,604 $244,000
Q4 2019

Feb 04, 2020

BUY
$111.82 - $139.4 $313,655 - $391,017
2,805 New
2,805 $391,000

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 $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
Track This Portfolio

Track Marotta Asset Management Portfolio

Follow Marotta Asset Management 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 Marotta Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Marotta Asset Management with notifications on news.