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 2,763 shares of JPM stock, worth $558,844. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,763
Previous 2,828 2.3%
Holding current value
$558,844
Previous $481,000 14.97%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $593B
  • 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 Moody Aldrich Partners LLC Portfolio

Follow Moody Aldrich Partners LLC 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 Moody Aldrich Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moody Aldrich Partners LLC with notifications on news.