A detailed history of Mcdaniel Terry & CO transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mcdaniel Terry & CO holds 6,209 shares of JPM stock, worth $1.55 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,209
Previous 5,759 7.81%
Holding current value
$1.55 Million
Previous $1.17 Million 12.36%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 23, 2024

BUY
$194.9 - $224.8 $87,705 - $101,160
450 Added 7.81%
6,209 $1.31 Million
Q2 2024

Aug 05, 2024

SELL
$180.08 - $204.79 $62,847 - $71,471
-349 Reduced 5.71%
5,759 $1.17 Million
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $75,190 - $90,135
450 Added 7.95%
6,108 $1.22 Million
Q4 2023

Jan 24, 2024

SELL
$135.69 - $170.3 $35,822 - $44,959
-264 Reduced 4.46%
5,658 $962,000
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $6,730 - $7,426
47 Added 0.8%
5,922 $859,000
Q2 2023

Jul 21, 2023

SELL
$127.47 - $145.44 $75,462 - $86,100
-592 Reduced 9.15%
5,875 $854,000
Q1 2023

May 05, 2023

SELL
$124.91 - $143.8 $214,970 - $247,479
-1,721 Reduced 21.02%
6,467 $843,000
Q3 2022

Oct 06, 2022

BUY
$20.73 - $120.58 $17,081 - $99,357
824 Added 11.19%
8,188 $856,000
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $166,099 - $200,467
1,475 Added 25.05%
7,364 $829,000
Q1 2022

Apr 27, 2022

SELL
$128.3 - $168.44 $41,825 - $54,911
-326 Reduced 5.25%
5,889 $803,000
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $214,746 - $239,633
1,395 Added 28.94%
6,215 $984,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $2,027 - $2,668
21 Added 0.44%
4,820 $612,000
Q3 2019

Nov 07, 2019

BUY
$104.8 - $120.23 $285,684 - $327,746
2,726 Added 131.5%
4,799 $565,000
Q2 2019

Aug 12, 2019

SELL
$104.64 - $116.12 $40,914 - $45,402
-391 Reduced 15.87%
2,073 $232,000
Q1 2019

May 09, 2019

BUY
$97.11 - $107.19 $239,279 - $264,116
2,464 New
2,464 $0

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 $733B
  • 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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