Moller Financial Services Jpmorgan Chase & CO Transaction History

Moller Financial Services

$375 Million
Q2 2024

A detailed history of Moller Financial Services transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moller Financial Services holds 5,576 shares of JPM stock, worth $1.18 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

5,576

Previous 5,576 -0.0%

Holding current value

$1.18 Million

Previous $1.12 Million 0.99%

% of portfolio

0.3%

Previous 0.3%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 20, 2022	SELL	$20.73 - $120.58 $6,529 - $37,982	-315 Reduced 5.35%	5,576 $583,000
Q1 2022 Apr 14, 2022	BUY	$128.3 - $168.44 $40,414 - $53,058	315 Added 5.65%	5,891 $803,000
Q3 2021 Oct 20, 2021	SELL	$146.97 - $166.98 $3,674 - $4,174	-25 Reduced 0.45%	5,576 $913,000
Q2 2021 Jul 22, 2021	SELL	$147.37 - $166.44 $40,526 - $45,771	-275 Reduced 4.68%	5,601 $871,000
Q1 2021 Apr 19, 2021	SELL	$125.65 - $157.65 $839,844 - $1.05 Million	-6,684 Reduced 53.22%	5,876 $895,000
Q4 2020 Jan 11, 2021	BUY	$96.54 - $127.07 $899,077 - $1.18 Million	9,313 Added 286.82%	12,560 $1.6 Million
Q2 2020 Jul 20, 2020	SELL	$84.03 - $113.45 $55,291 - $74,650	-658 Reduced 16.85%	3,247 $305,000
Q4 2019 Jan 13, 2020	SELL	$111.82 - $139.4 $24,041 - $29,971	-215 Reduced 5.22%	3,905 $544,000
Q3 2019 Oct 18, 2019	SELL	$104.8 - $120.23 $66,652 - $76,466	-636 Reduced 13.37%	4,120 $485,000
Q2 2019 Jul 19, 2019	SELL	$104.64 - $116.12 $34,321 - $38,087	-328 Reduced 6.45%	4,756 $532,000
Q1 2019 Apr 16, 2019	SELL	$97.11 - $107.19 $746,970 - $824,505	-7,692 Reduced 60.21%	5,084 $515,000
Q4 2018 Jan 16, 2019	BUY	$92.14 - $115.32 $678,518 - $849,216	7,364 Added 136.07%	12,776 $1.29 Million
Q2 2018 Aug 02, 2018	SELL	$103.24 - $114.29 $19,615 - $21,715	-190 Reduced 3.39%	5,412 $564,000
Q3 2017 Oct 26, 2017	BUY	$88.42 - $95.51 $495,328 - $535,047	5,602	5,602 $0

Others Institutions Holding JPM

# of Institutions

4,527

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 $623B
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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Moller Financial Services Jpmorgan Chase & CO Transaction History