A detailed history of Phillips Financial Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Phillips Financial Management, LLC holds 15,862 shares of JPM stock, worth $3.51 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,862
Previous 15,539 2.08%
Holding current value
$3.51 Million
Previous $3.11 Million 3.08%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Aug 08, 2024

BUY
$180.08 - $204.79 $58,165 - $66,147
323 Added 2.08%
15,862 $3.21 Million
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $39,767 - $47,671
238 Added 1.56%
15,539 $3.11 Million
Q4 2023

Jan 25, 2024

SELL
$135.69 - $170.3 $15,604 - $19,584
-115 Reduced 0.75%
15,301 $2.6 Million
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $21,911 - $24,174
-153 Reduced 0.98%
15,416 $2.24 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $13,766 - $15,707
108 Added 0.7%
15,569 $2.26 Million
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $7,494 - $8,628
60 Added 0.39%
15,461 $2.01 Million
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $18,250 - $24,673
179 Added 1.18%
15,401 $0
Q3 2022

Nov 08, 2022

BUY
$20.73 - $120.58 $13,661 - $79,462
659 Added 4.53%
15,222 $1.59 Million
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $26,238 - $31,667
233 Added 1.63%
14,563 $1.64 Million
Q1 2022

May 06, 2022

SELL
$128.3 - $168.44 $384 - $505
-3 Reduced 0.02%
14,330 $1.95 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $461 - $515
3 Added 0.02%
14,333 $2.27 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $1,616 - $1,836
11 Added 0.08%
14,330 $2.35 Million
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $141,622 - $159,948
961 Added 7.19%
14,319 $2.23 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $4,900 - $6,148
39 Added 0.29%
13,358 $2.03 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $93,450 - $123,003
-968 Reduced 6.78%
13,319 $1.69 Million
Q3 2020

Nov 06, 2020

BUY
$91.28 - $103.82 $1,460 - $1,661
16 Added 0.11%
14,287 $1.38 Million
Q2 2020

Aug 07, 2020

BUY
$84.03 - $113.45 $84,114 - $113,563
1,001 Added 7.54%
14,271 $1.34 Million
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $9,562 - $17,071
-121 Reduced 0.9%
13,270 $1.12 Million
Q4 2019

Feb 19, 2020

BUY
$111.82 - $139.4 $3,801 - $4,739
34 Added 0.25%
13,391 $1.87 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $9,746 - $11,181
-93 Reduced 0.69%
13,357 $1.57 Million
Q2 2019

Aug 06, 2019

BUY
$104.64 - $116.12 $6,278 - $6,967
60 Added 0.45%
13,450 $1.53 Million
Q1 2019

May 07, 2019

BUY
$97.11 - $107.19 $1,359 - $1,500
14 Added 0.1%
13,390 $1.4 Million
Q4 2018

Feb 04, 2019

BUY
$92.14 - $115.32 $1,289 - $1,614
14 Added 0.1%
13,376 $1.31 Million
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $8,185 - $9,371
-79 Reduced 0.59%
13,362 $1.52 Million
Q2 2018

Aug 09, 2018

BUY
$103.24 - $114.29 $1,032 - $1,142
10 Added 0.07%
13,441 $1.41 Million
Q1 2018

May 11, 2018

BUY
$107.01 - $118.77 $856 - $950
8 Added 0.06%
13,431 $1.47 Million
Q4 2017

Feb 01, 2018

SELL
$95.86 - $107.83 $72,566 - $81,627
-757 Reduced 5.34%
13,423 $1.45 Million
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $13,439 - $14,517
152 Added 1.08%
14,180 $1.35 Million
Q2 2017

Aug 11, 2017

BUY
N/A
14,028
14,028 $1.3 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 $650B
  • 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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