A detailed history of O'Neil Global Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, O'Neil Global Advisors, Inc. holds 1,500 shares of JPM stock, worth $316,830. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,500
Holding current value
$316,830
% of portfolio
0.14%

Shares

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

Aug 08, 2024

BUY
$180.08 - $204.79 $270,120 - $307,185
1,500 New
1,500 $303,000
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $1.11 Million - $1.4 Million
8,200 New
8,200 $1.4 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $439,753 - $594,503
4,313 New
4,313 $578,000
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $456,748 - $599,646
-3,560 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $548,026 - $611,536
3,560 New
3,560 $564,000

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 $620B
  • 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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