A detailed history of Moloney Securities Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 25,620 shares of JPM stock, worth $5.19 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
25,620
Previous 27,813 7.88%
Holding current value
$5.19 Million
Previous $4.73 Million 8.48%
% of portfolio
0.8%
Previous 0.77%

Shares

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

May 01, 2024

SELL
$167.09 - $200.3 $366,428 - $439,257
-2,193 Reduced 7.88%
25,620 $5.13 Million
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $6,784 - $8,515
-50 Reduced 0.18%
27,813 $4.73 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $191,042 - $210,772
-1,334 Reduced 4.57%
27,863 $4.04 Million
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $37,221 - $42,468
292 Added 1.01%
29,197 $4.25 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $414,201 - $476,840
3,316 Added 12.96%
28,905 $3.77 Million
Q4 2022

Jan 30, 2023

SELL
$101.96 - $137.84 $75,450 - $102,001
-740 Reduced 2.81%
25,589 $3.43 Million
Q3 2022

Oct 31, 2022

BUY
$20.73 - $120.58 $9,867 - $57,396
476 Added 1.84%
26,329 $2.75 Million
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $196,391 - $237,027
-1,744 Reduced 6.32%
25,853 $2.91 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $72,489 - $95,168
565 Added 2.09%
27,597 $3.76 Million
Q4 2021

Jan 28, 2022

SELL
$153.94 - $171.78 $102,216 - $114,061
-664 Reduced 2.4%
27,032 $4.28 Million
Q3 2021

Oct 27, 2021

SELL
$146.97 - $166.98 $729,412 - $828,721
-4,963 Reduced 15.2%
27,696 $4.53 Million
Q2 2021

Jul 26, 2021

BUY
$147.37 - $166.44 $568,553 - $642,125
3,858 Added 13.4%
32,659 $5.08 Million
Q1 2021

Apr 28, 2021

SELL
$125.65 - $157.65 $1.02 Million - $1.28 Million
-8,138 Reduced 22.03%
28,801 $4.38 Million
Q4 2020

Feb 08, 2021

BUY
$96.54 - $127.07 $414,156 - $545,130
4,290 Added 13.14%
36,939 $4.69 Million
Q3 2020

Oct 20, 2020

BUY
$91.28 - $103.82 $292,826 - $333,054
3,208 Added 10.9%
32,649 $3.14 Million
Q2 2020

Jul 31, 2020

BUY
$84.03 - $113.45 $197,050 - $266,040
2,345 Added 8.65%
29,441 $2.77 Million
Q1 2020

May 08, 2020

BUY
$79.03 - $141.09 $1.32 Million - $2.35 Million
16,656 Added 159.54%
27,096 $2.44 Million
Q4 2019

Feb 06, 2020

BUY
$111.82 - $139.4 $37,906 - $47,256
339 Added 3.36%
10,440 $1.46 Million
Q3 2019

Nov 01, 2019

BUY
$104.8 - $120.23 $18,235 - $20,920
174 Added 1.75%
10,101 $1.19 Million
Q2 2019

Jul 29, 2019

BUY
$104.64 - $116.12 $93,024 - $103,230
889 Added 9.84%
9,927 $1.11 Million
Q1 2019

May 03, 2019

BUY
$97.11 - $107.19 $34,862 - $38,481
359 Added 4.14%
9,038 $915,000
Q4 2018

Feb 11, 2019

BUY
$92.14 - $115.32 $182,068 - $227,872
1,976 Added 29.48%
8,679 $847,000
Q3 2018

Oct 24, 2018

BUY
$103.61 - $118.63 $56,778 - $65,009
548 Added 8.9%
6,703 $0
Q2 2018

Jul 26, 2018

BUY
$103.24 - $114.29 $412 - $457
4 Added 0.07%
6,155 $641,000
Q1 2018

Apr 25, 2018

BUY
$107.01 - $118.77 $98,021 - $108,793
916 Added 17.5%
6,151 $676,000
Q4 2017

Jan 25, 2018

SELL
$95.86 - $107.83 $16,104 - $18,115
-168 Reduced 3.11%
5,235 $560,000
Q3 2017

Oct 18, 2017

BUY
$88.42 - $95.51 $477,733 - $516,040
5,403
5,403 $516,000

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 $594B
  • 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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