A detailed history of Richwood Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Richwood Investment Advisors, LLC holds 2,208 shares of JPM stock, worth $466,373. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,208
Previous 2,168 1.85%
Holding current value
$466,373
Previous $434,000 2.76%
% of portfolio
0.39%
Previous 0.39%

Shares

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

Jul 26, 2024

BUY
$180.08 - $204.79 $7,203 - $8,191
40 Added 1.85%
2,208 $446,000
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $16,709 - $20,030
-100 Reduced 4.41%
2,168 $434,000
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $27,816 - $34,911
205 Added 9.94%
2,268 $385,000
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $24,345 - $26,860
-170 Reduced 7.61%
2,063 $299,000
Q2 2023

Jul 21, 2023

SELL
$127.47 - $145.44 $79,286 - $90,463
-622 Reduced 21.79%
2,233 $324,000
Q4 2022

Feb 08, 2023

SELL
$101.96 - $137.84 $14,070 - $19,021
-138 Reduced 4.61%
2,855 $382,000
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $27,589 - $33,297
245 Added 8.92%
2,993 $337,000
Q1 2022

Apr 28, 2022

BUY
$128.3 - $168.44 $135,613 - $178,041
1,057 Added 62.51%
2,748 $375,000
Q4 2021

Feb 17, 2022

BUY
$153.94 - $171.78 $260,312 - $290,479
1,691 New
1,691 $268,000

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 $620B
  • 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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