Mcdaniel Terry & CO Jpmorgan Chase & CO Transaction History

Mcdaniel Terry & CO

$1.15 Billion
Q2 2024

A detailed history of Mcdaniel Terry & CO transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mcdaniel Terry & CO holds 5,759 shares of JPM stock, worth $1.22 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,759

Previous 6,108 5.71%

Holding current value

$1.22 Million

Previous $1.22 Million 4.74%

% of portfolio

0.1%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $620B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdaniel Terry & CO, based on Form 13F filings with the SEC.

News

Stay updated on Mcdaniel Terry & CO with notifications on news.

Account

Mcdaniel Terry & CO Jpmorgan Chase & CO Transaction History