A detailed history of R. W. Roge & Company, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, R. W. Roge & Company, Inc. holds 2,501 shares of JPM stock, worth $671,768. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,501
Previous 1,546 61.77%
Holding current value
$671,768
Previous $370,000 65.68%
% of portfolio
0.34%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

BUY
$225.19 - $279.95 $215,056 - $267,352
955 Added 61.77%
2,501 $613,000
Q3 2024

Nov 08, 2024

BUY
$194.9 - $224.8 $301,315 - $347,540
1,546 New
1,546 $325,000
Q1 2020

Apr 22, 2020

SELL
$79.03 - $141.09 $126,448 - $225,744
-1,600 Closed
0 $0
Q4 2019

Jan 22, 2020

BUY
$111.82 - $139.4 $178,912 - $223,040
1,600 New
1,600 $223,000

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 $788B
  • 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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