A detailed history of Narus Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Narus Financial Partners, LLC holds 5,228 shares of JPM stock, worth $1.1 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,228
Previous 5,302 1.4%
Holding current value
$1.1 Million
Previous $1.06 Billion 0.43%
% of portfolio
0.43%
Previous 0.45%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$180.08 - $204.79 $13,325 - $15,154
-74 Reduced 1.4%
5,228 $1.06 Billion
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $3,341 - $4,006
20 Added 0.38%
5,302 $1.06 Billion
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $16,961 - $21,287
125 Added 2.42%
5,282 $898 Million
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $5,012 - $5,530
35 Added 0.68%
5,157 $748 Million
Q2 2023

Aug 30, 2023

SELL
$127.47 - $145.44 $128,744 - $146,894
-1,010 Reduced 16.47%
5,122 $745 Million
Q1 2023

Jun 27, 2023

BUY
$124.91 - $143.8 $765,948 - $881,781
6,132 New
6,132 $799 Million
Q4 2022

Oct 12, 2023

BUY
$101.96 - $137.84 $22,941 - $31,014
225 Added 3.77%
6,197 $831 Million
Q3 2022

Oct 12, 2023

BUY
$20.73 - $120.58 $17,620 - $102,493
850 Added 16.6%
5,972 $624 Million
Q2 2022

Oct 12, 2023

BUY
$112.61 - $135.91 $73,196 - $88,341
650 Added 12.69%
5,772 $650 Million
Q1 2022

Sep 12, 2023

SELL
$128.3 - $168.44 $53,886 - $70,744
-420 Reduced 8.2%
4,702 $641 Million
Q1 2021

Mar 07, 2024

BUY
$125.65 - $157.65 $58,427 - $73,307
465 Added 8.8%
5,747 $875 Million
Q4 2019

May 14, 2024

SELL
$111.82 - $139.4 $58,481 - $72,906
-523 Reduced 10.36%
4,527 $631 Million
Q3 2019

May 14, 2024

SELL
$104.8 - $120.23 $26,409 - $30,297
-252 Reduced 4.75%
5,050 $594 Million
Q2 2019

May 13, 2024

SELL
$104.64 - $116.12 $15,277 - $16,953
-146 Reduced 2.75%
5,156 $576 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 $618B
  • 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 Narus Financial Partners, LLC Portfolio

Follow Narus Financial Partners, 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 Narus Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Narus Financial Partners, LLC with notifications on news.