A detailed history of Portfolio Strategies, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Portfolio Strategies, Inc. holds 382,549 shares of JPM stock, worth $79.8 Million. This represents 9.56% of its overall portfolio holdings.

Number of Shares
382,549
Holding current value
$79.8 Million
% of portfolio
9.56%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $63.9 Million - $76.6 Million
382,549 New
382,549 $76.6 Million
Q4 2018

Feb 04, 2019

SELL
$92.14 - $115.32 $21,468 - $26,869
-233 Closed
0 $0
Q3 2018

Oct 19, 2018

SELL
$103.61 - $118.63 $51,079 - $58,484
-493 Reduced 67.91%
233 $26,000
Q2 2018

Sep 25, 2018

BUY
$103.24 - $114.29 $309 - $342
3 Added 0.41%
726 $76,000
Q1 2018

Sep 25, 2018

BUY
$107.01 - $118.77 $214 - $237
2 Added 0.28%
723 $80,000
Q4 2017

Sep 25, 2018

BUY
$95.86 - $107.83 $69,115 - $77,745
721
721 $77,000

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 $612B
  • 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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