A detailed history of Moody Aldrich Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moody Aldrich Partners LLC holds 2,641 shares of JPM stock, worth $643,162. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,641
Previous 2,769 4.62%
Holding current value
$643,162
Previous $560,000 0.71%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$194.9 - $224.8 $24,947 - $28,774
-128 Reduced 4.62%
2,641 $556,000
Q2 2024

Jul 23, 2024

BUY
$180.08 - $204.79 $1,080 - $1,228
6 Added 0.22%
2,769 $560,000
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $10,860 - $13,019
-65 Reduced 2.3%
2,763 $553,000
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $25,374 - $31,846
187 Added 7.08%
2,828 $481,000
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $378,217 - $417,278
2,641 New
2,641 $382,000

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 $714B
  • 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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