A detailed history of Monument Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Monument Capital Management holds 12,464 shares of JPM stock, worth $2.56 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
12,464
Previous 10,328 20.68%
Holding current value
$2.56 Million
Previous $1.76 Million 42.14%
% of portfolio
0.73%
Previous 0.57%

Shares

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

Apr 18, 2024

BUY
$167.09 - $200.3 $356,904 - $427,840
2,136 Added 20.68%
12,464 $2.5 Million
Q4 2023

Feb 01, 2024

BUY
$135.69 - $170.3 $538,960 - $676,431
3,972 Added 62.49%
10,328 $1.76 Million
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $355,447 - $392,156
2,482 Added 64.07%
6,356 $921,000
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $237,986 - $271,536
1,867 Added 93.02%
3,874 $563,000
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $250,694 - $288,606
2,007 New
2,007 $261,000
Q2 2022

Jul 20, 2022

SELL
$112.61 - $135.91 $675 - $815
-6 Reduced 0.2%
2,956 $333,000
Q1 2022

Apr 14, 2022

SELL
$128.3 - $168.44 $433,140 - $568,653
-3,376 Reduced 53.27%
2,962 $404,000
Q4 2021

Jan 18, 2022

BUY
$153.94 - $171.78 $229,062 - $255,608
1,488 Added 30.68%
6,338 $1 Million
Q3 2021

Oct 22, 2021

BUY
$146.97 - $166.98 $322,599 - $366,521
2,195 Added 82.67%
4,850 $794,000
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $391,267 - $441,898
2,655 New
2,655 $413,000

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 $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
Track This Portfolio

Track Monument Capital Management Portfolio

Follow Monument Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Monument Capital Management with notifications on news.