Mc Ginn Investment Management, Inc. Jpmorgan Chase & CO Transaction History

Mc Ginn Investment Management, Inc.

$158 Million
Q2 2025

A detailed history of Mc Ginn Investment Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mc Ginn Investment Management, Inc. holds 41,462 shares of JPM stock, worth $12.8 Million. This represents 7.6% of its overall portfolio holdings.

Number of Shares

41,462

Previous 46,712 11.24%

Holding current value

$12.8 Million

Previous $11.5 Million 4.9%

% of portfolio

7.6%

Previous 7.5%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$210.28 - $289.91 $1.1 Million - $1.52 Million	-5,250 Reduced 11.24%	41,462 $12 Million
Q1 2025 Apr 28, 2025	SELL	$225.19 - $279.95 $137,816 - $171,329	-612 Reduced 1.29%	46,712 $11.5 Million
Q4 2024 Feb 12, 2025	SELL	$205.18 - $250.29 $42,472 - $51,810	-207 Reduced 0.44%	47,324 $11.3 Million
Q3 2024 Nov 06, 2024	SELL	$194.9 - $224.8 $33,133 - $38,216	-170 Reduced 0.36%	47,531 $10 Million
Q2 2024 Aug 21, 2024	SELL	$180.08 - $204.79 $47,541 - $54,064	-264 Reduced 0.55%	47,701 $9.65 Million
Q1 2024 May 09, 2024	SELL	$167.09 - $200.3 $62,491 - $74,912	-374 Reduced 0.77%	47,965 $9.61 Million
Q4 2023 Feb 08, 2024	SELL	$135.69 - $170.3 $56,989 - $71,526	-420 Reduced 0.86%	48,339 $8.22 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $236,010 - $260,384	-1,648 Reduced 3.27%	48,759 $7.07 Million
Q2 2023 Jul 19, 2023	SELL	$127.47 - $145.44 $2,166 - $2,472	-17 Reduced 0.03%	50,407 $7.33 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $590,699 - $680,030	-4,729 Reduced 8.57%	50,424 $6.57 Million
Q4 2022 Feb 08, 2023	SELL	$101.96 - $137.84 $59,136 - $79,947	-580 Reduced 1.04%	55,153 $7.4 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $5,099 - $29,662	246 Added 0.44%	55,733 $5.82 Million
Q2 2022 Jul 27, 2022	BUY	$112.61 - $135.91 $2,590 - $3,125	23 Added 0.04%	55,487 $6.25 Million
Q1 2022 May 05, 2022	SELL	$128.3 - $168.44 $118,805 - $155,975	-926 Reduced 1.64%	55,464 $7.56 Million
Q4 2021 Feb 07, 2022	SELL	$153.94 - $171.78 $55,726 - $62,184	-362 Reduced 0.64%	56,390 $8.93 Million
Q3 2021 Nov 02, 2021	SELL	$146.97 - $166.98 $43,797 - $49,760	-298 Reduced 0.52%	56,752 $9.29 Million
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $94,316 - $106,521	-640 Reduced 1.11%	57,050 $8.87 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $412,006 - $516,934	-3,279 Reduced 5.38%	57,690 $8.78 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $5.89 Million - $7.75 Million	60,969 New	60,969 $7.75 Million

Others Institutions Holding JPM

# of Institutions

5,378

Shares Held

2.01B

Call Options Held

28.8M

Put Options Held

30.3M

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 $907B
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 ...

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Mc Ginn Investment Management, Inc. Jpmorgan Chase & CO Transaction History