New England Research & Management, Inc. Jpmorgan Chase & CO Transaction History

New England Research & Management, Inc.

$213 Million
Q3 2024

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 $266,026. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,065

Previous 1,065 -0.0%

Holding current value

$266,026

Previous $215,000 4.65%

% of portfolio

0.11%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

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 ...

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New England Research & Management, Inc. Jpmorgan Chase & CO Transaction History