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 2,083 shares of JPM stock, worth $520,312. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,083
Previous 2,208 5.66%
Holding current value
$520,312
Previous $446,000 1.57%
% of portfolio
0.36%
Previous 0.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$194.9 - $224.8 $24,362 - $28,100
-125 Reduced 5.66%
2,083 $439,000
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 $733B
  • 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
Track This Portfolio

Track Richwood Investment Advisors, LLC Portfolio

Follow Richwood Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richwood Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richwood Investment Advisors, LLC with notifications on news.