Roffman Miller Associates Inc Jpmorgan Chase & CO Transaction History

Roffman Miller Associates Inc

$1.64 Billion
Q3 2024

A detailed history of Roffman Miller Associates Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Roffman Miller Associates Inc holds 276,843 shares of JPM stock, worth $67.9 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares

276,843

Previous 278,281 0.52%

Holding current value

$67.9 Million

Previous $56.3 Million 3.67%

% of portfolio

3.57%

Previous 3.71%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$194.9 - $224.8 $280,266 - $323,262	-1,438 Reduced 0.52%	276,843 $58.4 Million
Q2 2024 Jul 30, 2024	SELL	$180.08 - $204.79 $561,489 - $638,535	-3,118 Reduced 1.11%	278,281 $56.3 Million
Q1 2024 May 07, 2024	SELL	$167.09 - $200.3 $1.86 Million - $2.23 Million	-11,124 Reduced 3.8%	281,399 $56.4 Million
Q4 2023 Feb 02, 2024	SELL	$135.69 - $170.3 $140,167 - $175,919	-1,033 Reduced 0.35%	292,523 $49.8 Million
Q3 2023 Nov 09, 2023	SELL	$143.21 - $158.0 $68,454 - $75,524	-478 Reduced 0.16%	293,556 $42.6 Million
Q2 2023 Aug 07, 2023	SELL	$127.47 - $145.44 $126,195 - $143,985	-990 Reduced 0.34%	294,034 $42.8 Million
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $6,870 - $7,909	55 Added 0.02%	295,024 $38.4 Million
Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $26,407 - $35,700	259 Added 0.09%	294,969 $0
Q3 2022 Nov 07, 2022	BUY	$20.73 - $120.58 $86,527 - $503,300	4,174 Added 1.44%	294,710 $30.8 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $582,981 - $703,606	5,177 Added 1.81%	290,536 $32.7 Million
Q1 2022 May 24, 2022	SELL	$128.3 - $168.44 $501,524 - $658,431	-3,909 Reduced 1.35%	285,359 $38.9 Million
Q4 2021 Feb 03, 2022	SELL	$153.94 - $171.78 $381,771 - $426,014	-2,480 Reduced 0.85%	289,268 $45.8 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $37.3 Million - $42.4 Million	-253,809 Reduced 46.52%	291,748 $47.8 Million
Q2 2021 Aug 06, 2021	BUY	$147.37 - $166.44 $6.11 Million - $6.91 Million	41,487 Added 8.23%	545,557 $84.9 Million
Q1 2021 Apr 16, 2021	BUY	$125.65 - $157.65 $11.8 Million - $14.7 Million	93,519 Added 22.78%	504,070 $43.7 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $11.7 Million - $15.4 Million	121,251 Added 41.91%	410,551 $36.3 Million
Q3 2020 Nov 06, 2020	BUY	$91.28 - $103.82 $95,387 - $108,491	1,045 Added 0.36%	289,300 $27.9 Million
Q2 2020 Nov 06, 2020	BUY	$84.03 - $113.45 $365,614 - $493,620	4,351 Added 1.53%	288,255 $27.1 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $239,539 - $427,643	3,031 Added 1.08%	283,904 $25.6 Million
Q4 2019 Jan 24, 2020	SELL	$111.82 - $139.4 $44,168 - $55,063	-395 Reduced 0.14%	280,873 $39.2 Million
Q3 2019 Nov 04, 2019	SELL	$104.8 - $120.23 $29.8 Million - $34.1 Million	-284,006 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	$104.64 - $116.12 $407,049 - $451,706	3,890 Added 1.39%	284,006 $31.8 Million
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $27.2 Million - $30 Million	280,116 New	280,116 $28.4 Million
Q4 2018 Feb 11, 2019	SELL	$92.14 - $115.32 $25.4 Million - $31.8 Million	-276,117 Closed	0 $0
Q3 2018 Nov 06, 2018	SELL	$103.61 - $118.63 $23,105 - $26,454	-223 Reduced 0.08%	276,117 $31.2 Million
Q2 2018 Aug 07, 2018	SELL	$103.24 - $114.29 $168,797 - $186,864	-1,635 Reduced 0.59%	276,340 $28.8 Million
Q1 2018 May 01, 2018	SELL	$107.01 - $118.77 $28,785 - $31,949	-269 Reduced 0.1%	277,975 $30.6 Million
Q4 2017 Feb 06, 2018	SELL	$95.86 - $107.83 $167,179 - $188,055	-1,744 Reduced 0.62%	278,244 $29.8 Million
Q3 2017 Nov 03, 2017	BUY	$88.42 - $95.51 $24.8 Million - $26.7 Million	279,988	279,988 $26.7 Million

Others Institutions Holding JPM

# of Institutions

4,610

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $720B
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 ...

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Roffman Miller Associates Inc Jpmorgan Chase & CO Transaction History