A detailed history of Novak & Powell Financial Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 5,934 shares of JPM stock, worth $1.41 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
5,934
Previous 6,554 9.46%
Holding current value
$1.41 Million
Previous $1.33 Billion 5.61%
% of portfolio
0.73%
Previous 0.82%

Shares

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

Nov 14, 2024

SELL
$194.9 - $224.8 $120,838 - $139,376
-620 Reduced 9.46%
5,934 $1.25 Billion
Q2 2024

Aug 15, 2024

SELL
$180.08 - $204.79 $31,333 - $35,633
-174 Reduced 2.59%
6,554 $1.33 Billion
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $17,711 - $21,231
-106 Reduced 1.55%
6,728 $1.35 Billion
Q4 2023

Feb 21, 2024

BUY
$135.69 - $170.3 $927,305 - $1.16 Million
6,834 New
6,834 $1.16 Billion

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 $697B
  • 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
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