A detailed history of New England Research & Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, New England Research & Management, Inc. holds 1,065 shares of JPM stock, worth $235,886. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,065
Previous 1,065 -0.0%
Holding current value
$235,886
Previous $215,000 4.65%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jul 09, 2024

BUY
$180.08 - $204.79 $191,785 - $218,101
1,065 New
1,065 $215,000
Q4 2022

Jan 09, 2023

SELL
$101.96 - $137.84 $279,064 - $377,268
-2,737 Reduced 34.93%
5,098 $684,000
Q3 2022

Oct 06, 2022

SELL
$20.73 - $120.58 $4,664 - $27,130
-225 Reduced 2.79%
7,835 $819,000
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $748,887 - $983,184
5,837 Added 262.57%
8,060 $1.1 Million
Q4 2021

Jan 05, 2022

BUY
$153.94 - $171.78 $342,208 - $381,866
2,223 New
2,223 $352,000
Q1 2021

Apr 16, 2021

SELL
$125.65 - $157.65 $273,037 - $342,573
-2,173 Closed
0 $0
Q4 2020

Jan 07, 2021

SELL
$96.54 - $127.07 $43,443 - $57,181
-450 Reduced 17.16%
2,173 $276,000
Q3 2020

Oct 08, 2020

SELL
$91.28 - $103.82 $127,792 - $145,348
-1,400 Reduced 34.8%
2,623 $253,000
Q2 2020

Jul 15, 2020

BUY
$84.03 - $113.45 $338,052 - $456,409
4,023 New
4,023 $378,000
Q1 2020

Jun 15, 2020

SELL
$79.03 - $141.09 $210,061 - $375,017
-2,658 Closed
0 $0
Q4 2019

Jan 14, 2020

SELL
$111.82 - $139.4 $11,182 - $13,940
-100 Reduced 3.63%
2,658 $371,000
Q3 2019

Nov 04, 2019

SELL
$104.8 - $120.23 $492,560 - $565,081
-4,700 Reduced 63.02%
2,758 $325,000
Q2 2019

Jul 09, 2019

SELL
$104.64 - $116.12 $62,784 - $69,672
-600 Reduced 7.45%
7,458 $834,000
Q1 2019

Apr 03, 2019

BUY
$97.11 - $107.19 $9,711 - $10,719
100 Added 1.26%
8,058 $816,000
Q4 2018

Jan 11, 2019

BUY
$92.14 - $115.32 $733,250 - $917,716
7,958 New
7,958 $777,000
Q3 2018

Oct 03, 2018

SELL
$103.61 - $118.63 $206,805 - $236,785
-1,996 Closed
0 $0
Q2 2018

Jul 05, 2018

BUY
$103.24 - $114.29 $206,067 - $228,122
1,996 New
1,996 $208,000

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 $650B
  • 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 New England Research & Management, Inc. Portfolio

Follow New England Research & Management, 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 New England Research & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on New England Research & Management, Inc. with notifications on news.