A detailed history of O'Rourke & Company, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, O'Rourke & Company, Inc holds 23,150 shares of JPM stock, worth $5.57 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
23,150
Previous 22,980 0.74%
Holding current value
$5.57 Million
Previous $4.65 Million 4.97%
% of portfolio
2.49%
Previous 2.62%

Shares

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

Oct 28, 2024

BUY
$194.9 - $224.8 $33,133 - $38,216
170 Added 0.74%
23,150 $4.88 Million
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $10,984 - $12,492
-61 Reduced 0.26%
22,980 $4.65 Million
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $195,662 - $234,551
1,171 Added 5.35%
23,041 $4.62 Million
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $51,290 - $64,373
378 Added 1.76%
21,870 $3.72 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $39,525 - $43,608
276 Added 1.3%
21,492 $3.12 Million
Q2 2023

Jul 25, 2023

BUY
$127.47 - $145.44 $69,088 - $78,828
542 Added 2.62%
21,216 $3.09 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $19,361 - $22,289
155 Added 0.76%
20,674 $2.69 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $89,928 - $121,574
882 Added 4.49%
20,519 $2.75 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $33,458 - $194,616
1,614 Added 8.96%
19,637 $2.05 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $62,836 - $75,837
558 Added 3.19%
18,023 $2.03 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $10,264 - $13,475
80 Added 0.46%
17,465 $2.38 Million
Q4 2021

Feb 16, 2022

BUY
$153.94 - $171.78 $2.68 Million - $2.99 Million
17,385 New
17,385 $2.75 Million

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 $706B
  • 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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