A detailed history of Nadler Financial Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Nadler Financial Group, Inc. holds 4,990 shares of JPM stock, worth $1.25 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,990
Previous 5,008 0.36%
Holding current value
$1.25 Million
Previous $1.01 Million 3.85%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 28, 2024

SELL
$194.9 - $224.8 $3,508 - $4,046
-18 Reduced 0.36%
4,990 $1.05 Million
Q2 2024

Jul 22, 2024

BUY
$180.08 - $204.79 $72,572 - $82,530
403 Added 8.75%
5,008 $1.01 Million
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $60,486 - $72,508
362 Added 8.53%
4,605 $922,000
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $5,020 - $6,301
37 Added 0.88%
4,243 $721,000
Q3 2023

Oct 24, 2023

SELL
$143.21 - $158.0 $26,207 - $28,914
-183 Reduced 4.17%
4,206 $609,000
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $127 - $145
1 Added 0.02%
4,389 $638,000
Q1 2023

Apr 19, 2023

SELL
$124.91 - $143.8 $30,353 - $34,943
-243 Reduced 5.25%
4,388 $571,000
Q4 2022

Jan 30, 2023

SELL
$101.96 - $137.84 $49,042 - $66,301
-481 Reduced 9.41%
4,631 $621,000
Q3 2022

Oct 31, 2022

SELL
$20.73 - $120.58 $7,981 - $46,423
-385 Reduced 7.0%
5,112 $534,000
Q2 2022

Jul 20, 2022

BUY
$112.61 - $135.91 $52,926 - $63,877
470 Added 9.35%
5,497 $619,000
Q1 2022

May 05, 2022

SELL
$128.3 - $168.44 $135,356 - $177,704
-1,055 Reduced 17.35%
5,027 $685,000
Q4 2021

Jan 18, 2022

SELL
$153.94 - $171.78 $11,699 - $13,055
-76 Reduced 1.23%
6,082 $963,000
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $14,403 - $16,364
98 Added 1.62%
6,158 $1.01 Million
Q2 2021

Jul 16, 2021

BUY
$147.37 - $166.44 $1,621 - $1,830
11 Added 0.18%
6,060 $943,000
Q1 2021

Apr 14, 2021

BUY
$125.65 - $157.65 $49,254 - $61,798
392 Added 6.93%
6,049 $921,000
Q4 2020

Jan 26, 2021

SELL
$96.54 - $127.07 $34,850 - $45,872
-361 Reduced 6.0%
5,657 $719,000
Q3 2020

Oct 07, 2020

SELL
$91.28 - $103.82 $10,497 - $11,939
-115 Reduced 1.88%
6,018 $579,000
Q2 2020

Jul 09, 2020

BUY
$84.03 - $113.45 $27,057 - $36,530
322 Added 5.54%
6,133 $577,000
Q1 2020

Apr 09, 2020

BUY
$79.03 - $141.09 $55,241 - $98,621
699 Added 13.67%
5,811 $523,000
Q4 2019

Jan 08, 2020

SELL
$111.82 - $139.4 $13,753 - $17,146
-123 Reduced 2.35%
5,112 $713,000
Q3 2019

Oct 03, 2019

BUY
$104.8 - $120.23 $4,192 - $4,809
40 Added 0.77%
5,235 $616,000
Q2 2019

Jul 16, 2019

BUY
$104.64 - $116.12 $732 - $812
7 Added 0.13%
5,195 $581,000
Q1 2019

Apr 04, 2019

SELL
$97.11 - $107.19 $7,283 - $8,039
-75 Reduced 1.43%
5,188 $525,000
Q4 2018

Jan 17, 2019

SELL
$92.14 - $115.32 $2,119 - $2,652
-23 Reduced 0.44%
5,263 $514,000
Q3 2018

Oct 09, 2018

BUY
$103.61 - $118.63 $9,842 - $11,269
95 Added 1.83%
5,286 $596,000
Q2 2018

Jul 10, 2018

BUY
$103.24 - $114.29 $53,168 - $58,859
515 Added 11.01%
5,191 $541,000
Q1 2018

Apr 05, 2018

SELL
$107.01 - $118.77 $52,541 - $58,316
-491 Reduced 9.5%
4,676 $514,000
Q4 2017

Jan 12, 2018

BUY
$95.86 - $107.83 $139,188 - $156,569
1,452 Added 39.08%
5,167 $553,000
Q3 2017

Oct 11, 2017

BUY
$88.42 - $95.51 $328,480 - $354,819
3,715
3,715 $355,000

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 $733B
  • 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 Nadler Financial Group, Inc. Portfolio

Follow Nadler Financial Group, Inc. 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 Nadler Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nadler Financial Group, Inc. with notifications on news.