A detailed history of Nicholas Hoffman & Company, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Nicholas Hoffman & Company, Llc. holds 12,918 shares of JPM stock, worth $3.23 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,918
Previous 12,894 0.19%
Holding current value
$3.23 Million
Previous $2.61 Million 4.41%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $4,677 - $5,395
24 Added 0.19%
12,918 $2.72 Million
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $8,823 - $10,034
49 Added 0.38%
12,894 $2.61 Million
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $179,955 - $215,723
-1,077 Reduced 7.74%
12,845 $2.57 Million
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $151,430 - $190,054
1,116 Added 8.71%
13,922 $2.37 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $15,753 - $17,380
110 Added 0.87%
12,806 $1.86 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $72,912 - $83,191
572 Added 4.72%
12,696 $1.85 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $2,498 - $2,876
-20 Reduced 0.16%
12,124 $1.58 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $19,066 - $25,776
-187 Reduced 1.52%
12,144 $1.63 Million
Q3 2022

Nov 04, 2022

SELL
$20.73 - $120.58 $5,742 - $33,400
-277 Reduced 2.2%
12,331 $1.29 Million
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $38,963 - $47,024
346 Added 2.82%
12,608 $1.42 Million
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $42,595 - $55,922
-332 Reduced 2.64%
12,262 $1.67 Million
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $73,583 - $82,110
478 Added 3.95%
12,594 $1.99 Million
Q3 2021

Nov 04, 2021

BUY
$146.97 - $166.98 $32,480 - $36,902
221 Added 1.86%
12,116 $1.98 Million
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $246,992 - $278,953
1,676 Added 16.4%
11,895 $1.85 Million
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $46,867 - $58,803
-373 Reduced 3.52%
10,219 $1.56 Million
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $34,271 - $45,109
355 Added 3.47%
10,592 $1.35 Million
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $194,517 - $221,240
-2,131 Reduced 17.23%
10,237 $986,000
Q2 2020

Aug 12, 2020

BUY
$84.03 - $113.45 $176,463 - $238,245
2,100 Added 20.45%
12,368 $1.16 Million
Q1 2020

May 11, 2020

BUY
$79.03 - $141.09 $33,113 - $59,116
419 Added 4.25%
10,268 $924,000
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $229,566 - $286,188
2,053 Added 26.33%
9,849 $1.37 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $87,403 - $100,271
-834 Reduced 9.66%
7,796 $918,000
Q2 2019

Aug 12, 2019

BUY
$104.64 - $116.12 $1,360 - $1,509
13 Added 0.15%
8,630 $965,000
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $66,326 - $73,210
683 Added 8.61%
8,617 $872,000
Q4 2018

Feb 08, 2019

SELL
$92.14 - $115.32 $60,167 - $75,303
-653 Reduced 7.6%
7,934 $774,000
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $117,182 - $134,170
-1,131 Reduced 11.64%
8,587 $969,000
Q2 2018

Aug 07, 2018

BUY
$103.24 - $114.29 $53,375 - $59,087
517 Added 5.62%
9,718 $1.01 Million
Q1 2018

May 07, 2018

BUY
$107.01 - $118.77 $244,945 - $271,864
2,289 Added 33.12%
9,201 $1.01 Million
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $2,204 - $2,480
23 Added 0.33%
6,912 $739,000
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $16,711 - $18,051
189 Added 2.82%
6,889 $658,000
Q2 2017

Aug 14, 2017

BUY
N/A
6,700
6,700 $612,000

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 Nicholas Hoffman & Company, Llc. Portfolio

Follow Nicholas Hoffman & Company, 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 Nicholas Hoffman & Company, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Nicholas Hoffman & Company, Llc. with notifications on news.