A detailed history of Ritter Daniher Financial Advisory LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 19,575 shares of JPM stock, worth $4.76 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
19,575
Previous 19,671 0.49%
Holding current value
$4.76 Million
Previous $3.98 Million 3.72%
% of portfolio
1.22%
Previous 1.27%

Shares

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

Nov 07, 2024

SELL
$194.9 - $224.8 $18,710 - $21,580
-96 Reduced 0.49%
19,575 $4.13 Million
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $8,643 - $9,829
48 Added 0.24%
19,671 $3.98 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $17,377 - $20,831
104 Added 0.53%
19,623 $3.93 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $187,387 - $235,184
1,381 Added 7.61%
19,519 $3.32 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $139,486 - $153,892
974 Added 5.67%
18,138 $2.63 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $99,554 - $113,588
781 Added 4.77%
17,164 $2.5 Million
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $6,245 - $7,190
-50 Reduced 0.3%
16,383 $2.13 Million
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $3,568 - $4,824
-35 Reduced 0.21%
16,433 $2.2 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $124 - $723
6 Added 0.04%
16,468 $1.72 Million
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $1.85 Million - $2.24 Million
16,462 New
16,462 $1.85 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 $713B
  • 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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