A detailed history of Morningstar Investment Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Morningstar Investment Services LLC holds 575,463 shares of JPM stock, worth $139 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
575,463
Previous 578,145 0.46%
Holding current value
$139 Million
Previous $115 Million 5.2%
% of portfolio
1.24%
Previous 1.25%

Shares

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

Nov 07, 2024

SELL
$194.9 - $224.8 $522,721 - $602,913
-2,682 Reduced 0.46%
575,463 $121 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $718,339 - $816,907
-3,989 Reduced 0.69%
578,145 $115 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $106 Million - $127 Million
-632,685 Reduced 52.08%
582,134 $116 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $81.5 Million - $102 Million
600,580 Added 97.78%
1,214,819 $207 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $719,916 - $794,266
-5,027 Reduced 0.81%
614,239 $90.7 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $879,288 - $1 Million
-6,898 Reduced 1.1%
619,266 $88.2 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $78.2 Million - $90 Million
626,164 New
626,164 $81.6 Million
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $193,622 - $261,758
-1,899 Reduced 0.31%
618,699 $84.2 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $341,423 - $1.99 Million
16,470 Added 2.73%
620,598 $77.3 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $47.7 Million - $57.6 Million
423,931 Added 235.26%
604,128 $69.7 Million
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $35,795 - $46,994
-279 Reduced 0.15%
180,197 $25.4 Million
Q4 2021

Feb 01, 2022

SELL
$153.94 - $171.78 $314,807 - $351,290
-2,045 Reduced 1.12%
180,476 $28.6 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $328,771 - $373,534
-2,237 Reduced 1.21%
182,521 $30.3 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $67,642 - $76,395
-459 Reduced 0.25%
184,758 $28.5 Million
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $1.83 Million - $2.3 Million
-14,574 Reduced 7.29%
185,217 $28.6 Million
Q4 2020

Feb 11, 2021

SELL
$96.54 - $127.07 $836,808 - $1.1 Million
-8,668 Reduced 4.16%
199,791 $25.4 Million
Q3 2020

Nov 10, 2020

SELL
$91.28 - $103.82 $421,439 - $479,336
-4,617 Reduced 2.17%
208,459 $19.9 Million
Q2 2020

Jul 30, 2020

SELL
$84.03 - $113.45 $713,918 - $963,871
-8,496 Reduced 3.83%
213,076 $19.8 Million
Q1 2020

May 04, 2020

BUY
$79.03 - $141.09 $70,652 - $126,134
894 Added 0.41%
221,572 $20.7 Million
Q4 2019

Feb 10, 2020

SELL
$111.82 - $139.4 $832,611 - $1.04 Million
-7,446 Reduced 3.26%
220,678 $30.8 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $551,772 - $633,010
-5,265 Reduced 2.26%
228,124 $26.8 Million
Q2 2019

Aug 13, 2019

SELL
$104.64 - $116.12 $367,077 - $407,348
-3,508 Reduced 1.48%
233,389 $26.1 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $21.9 Million - $24.1 Million
225,268 Added 1937.12%
236,897 $24 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $52,704 - $65,963
572 Added 5.17%
11,629 $1.14 Million
Q3 2018

Nov 08, 2018

SELL
$103.61 - $118.63 $28,389 - $32,504
-274 Reduced 2.42%
11,057 $1.25 Million
Q2 2018

Aug 03, 2018

BUY
$103.24 - $114.29 $48,109 - $53,259
466 Added 4.29%
11,331 $1.18 Million
Q1 2018

May 10, 2018

BUY
$107.01 - $118.77 $96,951 - $107,605
906 Added 9.1%
10,865 $1.2 Million
Q4 2017

Feb 08, 2018

SELL
$95.86 - $107.83 $102,666 - $115,485
-1,071 Reduced 9.71%
9,959 $1.07 Million
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $975,272 - $1.05 Million
11,030
11,030 $1.05 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 $706B
  • 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 Services LLC Portfolio

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

News

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