A detailed history of Richard W. Paul & Associates, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 7,371 shares of JPM stock, worth $1.62 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
7,371
Previous 7,371 -0.0%
Holding current value
$1.62 Million
Previous $1.49 Billion 4.26%
% of portfolio
0.56%
Previous 0.58%

Shares

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

Jul 23, 2024

SELL
$180.08 - $204.79 $74,733 - $84,987
-415 Reduced 5.33%
7,371 $1.49 Billion
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $107,438 - $128,792
-643 Reduced 7.63%
7,786 $1.56 Billion
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $213,847 - $268,392
1,576 Added 23.0%
8,429 $1.43 Billion
Q3 2023

Oct 12, 2023

BUY
$143.21 - $158.0 $21,911 - $24,174
153 Added 2.28%
6,853 $994 Million
Q2 2023

Jul 25, 2023

BUY
$127.47 - $145.44 $40,535 - $46,249
318 Added 4.98%
6,700 $974 Million
Q1 2023

Apr 24, 2023

SELL
$124.91 - $143.8 $47,215 - $54,356
-378 Reduced 5.59%
6,382 $832 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $689,249 - $931,798
6,760 New
6,760 $907 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 $645B
  • 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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