A detailed history of My Personal Cfo, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, My Personal Cfo, LLC holds 2,956 shares of JPM stock, worth $704,680. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,956
Previous 2,941 0.51%
Holding current value
$704,680
Previous $594,000 4.88%
% of portfolio
0.36%
Previous 0.34%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $2,923 - $3,372
15 Added 0.51%
2,956 $623,000
Q2 2024

Jul 25, 2024

SELL
$180.08 - $204.79 $13,866 - $15,768
-77 Reduced 2.55%
2,941 $594,000
Q1 2024

Apr 24, 2024

BUY
$167.09 - $200.3 $3,174 - $3,805
19 Added 0.63%
3,018 $604,000
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $15,740 - $19,754
116 Added 4.02%
2,999 $510,000
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $286 - $316
2 Added 0.07%
2,883 $418,000
Q2 2023

Jul 12, 2023

SELL
$127.47 - $145.44 $5,991 - $6,835
-47 Reduced 1.61%
2,881 $419,000
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $329,262 - $379,056
2,636 Added 902.74%
2,928 $381,000
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $6,053 - $35,209
292 New
292 $337,000
Q2 2022

Aug 03, 2022

BUY
$112.61 - $135.91 $296,614 - $357,986
2,634 New
2,634 $297,000
Q2 2022

Jul 08, 2022

SELL
$112.61 - $135.91 $275,556 - $332,571
-2,447 Closed
0 $0
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $14,113 - $18,528
-110 Reduced 4.3%
2,447 $334,000
Q4 2021

Apr 29, 2022

BUY
$153.94 - $171.78 $393,624 - $439,241
2,557 New
2,557 $405,000

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 $699B
  • 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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