Mmbg Investment Advisors Co. Jpmorgan Chase & CO Transaction History

Mmbg Investment Advisors Co.

$941 Million
Q4 2024

A detailed history of Mmbg Investment Advisors Co. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mmbg Investment Advisors Co. holds 146,306 shares of JPM stock, worth $35.9 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares

146,306

Previous 156,582 6.56%

Holding current value

$35.9 Million

Previous $33 Million 6.26%

% of portfolio

3.73%

Previous 3.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$205.18 - $250.29 $2.11 Million - $2.57 Million	-10,276 Reduced 6.56%	146,306 $35.1 Million
Q3 2024 Nov 13, 2024	SELL	$194.9 - $224.8 $36,641 - $42,262	-188 Reduced 0.12%	156,582 $33 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $2.34 Million - $2.66 Million	-12,980 Reduced 7.65%	156,770 $31.7 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $61,823 - $74,111	-370 Reduced 0.22%	169,750 $34 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $981,717 - $1.23 Million	7,235 Added 4.44%	170,120 $28.9 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $1.08 Million - $1.19 Million	-7,550 Reduced 4.43%	162,885 $23.6 Million
Q2 2023 Aug 11, 2023	SELL	$127.47 - $145.44 $661,441 - $754,688	-5,189 Reduced 2.95%	170,435 $24.8 Million
Q1 2023 May 11, 2023	SELL	$124.91 - $143.8 $4.22 Million - $4.85 Million	-33,750 Reduced 16.12%	175,624 $22.9 Million
Q4 2022 Feb 07, 2023	SELL	$101.96 - $137.84 $842,699 - $1.14 Million	-8,265 Reduced 3.8%	209,374 $28.1 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $66,087 - $384,409	3,188 Added 1.49%	217,639 $22.7 Million
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $915,969 - $1.11 Million	8,134 Added 3.94%	214,451 $24.1 Million
Q1 2022 Aug 02, 2022	BUY	$128.3 - $168.44 $11.8 Million - $15.5 Million	92,115 Added 80.66%	206,317 $28.1 Million
Q1 2022 May 06, 2022	SELL	$128.3 - $168.44 $11.1 Million - $14.6 Million	-86,708 Reduced 43.16%	114,202 $4.44 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $30.9 Million - $34.5 Million	200,910 New	200,910 $31.8 Million

Others Institutions Holding JPM

# of Institutions

5,086

Shares Held

1.98B

Call Options Held

28.9M

Put Options Held

31.4M

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 $720B
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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Mmbg Investment Advisors Co. Jpmorgan Chase & CO Transaction History