A detailed history of Retirement Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Retirement Group, LLC holds 157 shares of JPM stock, worth $39,920. This represents 0.01% of its overall portfolio holdings.

Number of Shares
157
Previous 48 227.08%
Holding current value
$39,920
Previous $8,000 287.5%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Apr 30, 2024

BUY
$167.09 - $200.3 $18,212 - $21,832
109 Added 227.08%
157 $31,000
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $2,035 - $2,554
15 Added 45.45%
48 $8,000
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $5,012 - $5,530
-35 Reduced 51.47%
33 $4,000
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $5,995 - $6,902
48 Added 240.0%
68 $9,000
Q4 2022

Feb 15, 2023

SELL
$101.96 - $137.84 $8,156 - $11,027
-80 Reduced 80.0%
20 $3,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $1,057 - $6,149
-51 Reduced 33.77%
100 $10,000
Q2 2022

Aug 04, 2022

SELL
$112.61 - $135.91 $2,139 - $2,582
-19 Reduced 11.18%
151 $17,000
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $2,437 - $3,200
19 Added 12.58%
170 $23,000
Q1 2021

May 04, 2021

SELL
$125.65 - $157.65 $9,926 - $12,454
-79 Reduced 34.35%
151 $23,000
Q4 2020

Feb 22, 2021

SELL
$96.54 - $127.07 $3,861 - $5,082
-40 Reduced 14.81%
230 $29,000
Q3 2020

Nov 16, 2021

BUY
$91.28 - $103.82 $24,645 - $28,031
270 New
270 $26,000
Q3 2020

Sep 08, 2021

SELL
$91.28 - $103.82 $27,384 - $31,145
-300 Closed
0 $0
Q2 2020

Sep 08, 2021

BUY
$84.03 - $113.45 $8,487 - $11,458
101 Added 50.75%
300 $28,000
Q4 2019

Aug 30, 2021

BUY
$111.82 - $139.4 $22,252 - $27,740
199 New
199 $28,000

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 $746B
  • 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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