A detailed history of Mather Group, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mather Group, Llc. holds 26,453 shares of JPM stock, worth $5.57 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
26,453
Previous 20,178 31.1%
Holding current value
$5.57 Million
Previous $4.04 Million 32.39%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jul 08, 2024

BUY
$180.08 - $204.79 $1.13 Million - $1.29 Million
6,275 Added 31.1%
26,453 $5.35 Million
Q1 2024

Apr 08, 2024

SELL
$167.09 - $200.3 $52,633 - $63,094
-315 Reduced 1.54%
20,178 $4.04 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $218,732 - $274,523
1,612 Added 8.54%
20,493 $3.49 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $175,145 - $193,234
1,223 Added 6.93%
18,881 $2.74 Million
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $130,529 - $148,930
1,024 Added 6.16%
17,658 $2.57 Million
Q1 2023

May 09, 2023

SELL
$124.91 - $143.8 $187,989 - $216,419
-1,505 Reduced 8.3%
16,634 $2.17 Million
Q4 2022

Mar 10, 2023

SELL
$101.96 - $137.84 $63,928 - $86,425
-627 Reduced 3.34%
18,139 $2.43 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $4,933 - $28,698
238 Added 1.28%
18,766 $1.96 Million
Q2 2022

Aug 16, 2022

BUY
$112.61 - $135.91 $78,714 - $95,001
699 Added 3.92%
18,528 $2.09 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $810,471 - $1.06 Million
6,317 Added 54.87%
17,829 $2.43 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $569,424 - $635,414
3,699 Added 47.34%
11,512 $1.82 Million
Q3 2021

Nov 04, 2021

SELL
$146.97 - $166.98 $123,601 - $140,430
-841 Reduced 9.72%
7,813 $1.28 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $161,664 - $182,584
1,097 Added 14.52%
8,654 $1.35 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $132,560 - $166,320
1,055 Added 16.23%
7,557 $1.15 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $40,257 - $52,988
417 Added 6.85%
6,502 $826,000
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $32,769 - $37,271
-359 Reduced 5.57%
6,085 $586,000
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $95,626 - $129,106
1,138 Added 21.45%
6,444 $606,000
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $5,927 - $10,581
75 Added 1.43%
5,306 $478,000
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $584,930 - $729,201
5,231 New
5,231 $729,000

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 $617B
  • 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 Mather Group, Llc. Portfolio

Follow Mather Group, 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 Mather Group, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Mather Group, Llc. with notifications on news.