A detailed history of Rockbridge Investment Management, Lcc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 1,820 shares of JPM stock, worth $384,420. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,820
Previous 1,723 5.63%
Holding current value
$384,420
Previous $345 Million 6.66%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 14, 2024

BUY
$180.08 - $204.79 $17,467 - $19,864
97 Added 5.63%
1,820 $368 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $40,164 - $50,408
-296 Reduced 14.66%
1,723 $293 Million
Q1 2023

May 28, 2024

SELL
$124.91 - $143.8 $6,870 - $7,909
-55 Reduced 3.03%
1,763 $229,000
Q4 2022

May 28, 2024

BUY
$101.96 - $137.84 $185,363 - $250,593
1,818 New
1,818 $243,000
Q3 2022

May 28, 2024

SELL
$20.73 - $120.58 $17,205 - $100,081
-830 Closed
0 $0
Q2 2022

May 28, 2024

SELL
$112.61 - $135.91 $143,577 - $173,285
-1,275 Reduced 60.57%
830 $93,000
Q1 2022

May 28, 2024

BUY
$128.3 - $168.44 $49,010 - $64,344
382 Added 22.17%
2,105 $286,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $19,242 - $21,472
125 Added 6.6%
2,019 $320,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $587 - $667
4 Added 0.21%
1,894 $310,000
Q2 2021

Aug 05, 2021

BUY
$147.37 - $166.44 $5,452 - $6,158
37 Added 2.0%
1,890 $294,000
Q1 2021

May 20, 2021

SELL
$125.65 - $157.65 $50,762 - $63,690
-404 Reduced 17.9%
1,853 $282,000
Q4 2020

Mar 04, 2021

SELL
$96.54 - $127.07 $161,801 - $212,969
-1,676 Reduced 42.61%
2,257 $287,000
Q3 2020

Nov 03, 2020

BUY
$91.28 - $103.82 $90,914 - $103,404
996 Added 33.91%
3,933 $379,000
Q2 2020

Aug 20, 2020

BUY
$84.03 - $113.45 $246,796 - $333,202
2,937 New
2,937 $276,000

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
Track This Portfolio

Track Rockbridge Investment Management, Lcc Portfolio

Follow Rockbridge Investment Management, Lcc 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 Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

News

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.