A detailed history of Physicians Financial Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Physicians Financial Services, Inc. holds 7,722 shares of JPM stock, worth $1.63 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
7,722
Previous 7,562 2.12%
Holding current value
$1.63 Million
Previous $1.52 Million 3.1%
% of portfolio
0.51%
Previous 0.53%

Shares

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

Aug 14, 2024

BUY
$180.08 - $204.79 $28,812 - $32,766
160 Added 2.12%
7,722 $1.56 Million
Q4 2023

Jan 26, 2024

SELL
$135.69 - $170.3 $33,922 - $42,575
-250 Reduced 3.2%
7,562 $1.29 Million
Q2 2023

Jul 26, 2023

SELL
$127.47 - $145.44 $6,373 - $7,272
-50 Reduced 0.64%
7,812 $1.14 Million
Q1 2023

May 17, 2023

BUY
$124.91 - $143.8 $35,599 - $40,983
285 Added 3.76%
7,862 $1.02 Million
Q3 2022

Oct 19, 2022

SELL
$20.73 - $120.58 $5,182 - $30,145
-250 Reduced 3.19%
7,577 $792,000
Q2 2022

Aug 17, 2022

BUY
$112.61 - $135.91 $22,522 - $27,182
200 Added 2.62%
7,827 $881,000
Q1 2022

Apr 22, 2022

SELL
$128.3 - $168.44 $3,849 - $5,053
-30 Reduced 0.39%
7,627 $1.04 Million
Q4 2021

Feb 02, 2022

SELL
$153.94 - $171.78 $61,576 - $68,712
-400 Reduced 4.96%
7,657 $1.21 Million
Q3 2021

Oct 27, 2021

SELL
$146.97 - $166.98 $33,068 - $37,570
-225 Reduced 2.72%
8,057 $1.32 Million
Q2 2021

Jul 27, 2021

SELL
$147.37 - $166.44 $76,632 - $86,548
-520 Reduced 5.91%
8,282 $1.29 Million
Q1 2021

May 21, 2021

BUY
$125.65 - $157.65 $159,575 - $200,215
1,270 Added 16.86%
8,802 $1.34 Million
Q4 2020

Feb 03, 2021

SELL
$96.54 - $127.07 $121,350 - $159,726
-1,257 Reduced 14.3%
7,532 $957,000
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $45,366 - $51,598
497 Added 5.99%
8,789 $846,000
Q2 2020

Jul 28, 2020

BUY
$84.03 - $113.45 $37,813 - $51,052
450 Added 5.74%
8,292 $780,000
Q1 2020

Apr 27, 2020

BUY
$79.03 - $141.09 $38,882 - $69,416
492 Added 6.69%
7,842 $706,000
Q4 2019

Feb 12, 2020

SELL
$111.82 - $139.4 $11,070 - $13,800
-99 Reduced 1.33%
7,350 $1.03 Million
Q3 2019

Nov 14, 2019

SELL
$104.8 - $120.23 $5,240 - $6,011
-50 Reduced 0.67%
7,449 $877,000
Q2 2019

Aug 12, 2019

BUY
$104.64 - $116.12 $48,657 - $53,995
465 Added 6.61%
7,499 $838,000
Q1 2019

Apr 12, 2019

BUY
$97.11 - $107.19 $63,218 - $69,780
651 Added 10.2%
7,034 $712,000
Q4 2018

Jan 22, 2019

SELL
$92.14 - $115.32 $61,733 - $77,264
-670 Reduced 9.5%
6,383 $623,000
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $20,825 - $23,844
201 Added 2.93%
7,053 $796,000
Q2 2018

Aug 21, 2018

BUY
$103.24 - $114.29 $11,872 - $13,143
115 Added 1.71%
6,852 $714,000
Q1 2018

Apr 17, 2018

BUY
$107.01 - $118.77 $720,926 - $800,153
6,737 New
6,737 $728,000

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 $618B
  • 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 Physicians Financial Services, Inc. Portfolio

Follow Physicians Financial Services, Inc. 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 Physicians Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Physicians Financial Services, Inc. with notifications on news.