A detailed history of Milestone Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Milestone Asset Management, LLC holds 4,075 shares of JPM stock, worth $836,067. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,075
Previous 2,353 73.18%
Holding current value
$836,067
Previous $400 Million 103.9%
% of portfolio
0.23%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $287,728 - $344,916
1,722 Added 73.18%
4,075 $816 Million
Q4 2023

Jan 23, 2024

SELL
$135.69 - $170.3 $2,171 - $2,724
-16 Reduced 0.68%
2,353 $400 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $21,911 - $24,174
153 Added 6.9%
2,369 $341 Million
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $16,571 - $18,907
-130 Reduced 5.54%
2,216 $322 Million
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $3,872 - $4,457
31 Added 1.34%
2,346 $306 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $236,037 - $319,099
2,315 New
2,315 $318 Million

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 $602B
  • 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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