A detailed history of Morris Financial Concepts, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 10,029 shares of JPM stock, worth $2.49 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
10,029
Previous 9,604 4.43%
Holding current value
$2.49 Million
Previous $1.94 Million 8.81%
% of portfolio
0.92%
Previous 0.94%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $82,832 - $95,540
425 Added 4.43%
10,029 $2.11 Million
Q2 2024

Jul 29, 2024

SELL
$180.08 - $204.79 $19,988 - $22,731
-111 Reduced 1.14%
9,604 $1.94 Million
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $37,428 - $44,867
-224 Reduced 2.25%
9,715 $1.95 Million
Q4 2023

Jan 29, 2024

SELL
$135.69 - $170.3 $23,881 - $29,972
-176 Reduced 1.74%
9,939 $1.69 Million
Q3 2023

Oct 24, 2023

SELL
$143.21 - $158.0 $20,765 - $22,910
-145 Reduced 1.41%
10,115 $1.47 Million
Q2 2023

Aug 09, 2023

SELL
$127.47 - $145.44 $16,571 - $18,907
-130 Reduced 1.25%
10,260 $1.49 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $1,249 - $1,438
10 Added 0.1%
10,390 $1.35 Million
Q4 2022

Jan 19, 2023

SELL
$101.96 - $137.84 $8,972 - $12,129
-88 Reduced 0.84%
10,380 $0
Q3 2022

Oct 25, 2022

BUY
$20.73 - $120.58 $10,903 - $63,425
526 Added 5.29%
10,468 $1.09 Million
Q1 2022

Apr 29, 2022

SELL
$128.3 - $168.44 $12,573 - $16,507
-98 Reduced 0.98%
9,942 $1.36 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $1.55 Million - $1.72 Million
10,040 New
10,040 $1.59 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 $729B
  • 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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