A detailed history of Morningstar Investment Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Morningstar Investment Management LLC holds 9,869 shares of JPM stock, worth $2.34 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,869
Previous 15,944 38.1%
Holding current value
$2.34 Million
Previous $3.23 Million 32.22%
% of portfolio
0.22%
Previous 0.34%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $1.18 Million - $1.37 Million
-6,075 Reduced 38.1%
9,869 $2.19 Million
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $483,874 - $550,270
-2,687 Reduced 14.42%
15,944 $3.23 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $113,621 - $136,204
680 Added 3.79%
18,631 $3.73 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $2.44 Million - $3.06 Million
17,951 New
17,951 $3.05 Million

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 $697B
  • 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 Morningstar Investment Management LLC Portfolio

Follow Morningstar Investment Management 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 Morningstar Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Management LLC with notifications on news.