A detailed history of Round Rock Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Round Rock Advisors, LLC holds 4,822 shares of JPM stock, worth $1.02 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,822
Previous 5,123 5.88%
Holding current value
$1.02 Million
Previous $1.03 Million 4.97%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Aug 02, 2024

SELL
$180.08 - $204.79 $54,204 - $61,641
-301 Reduced 5.88%
4,822 $975,000
Q1 2024

Apr 24, 2024

SELL
$167.09 - $200.3 $636,111 - $762,542
-3,807 Reduced 42.63%
5,123 $1.03 Million
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $678 - $851
5 Added 0.06%
8,930 $1.52 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $4,843 - $5,526
38 Added 0.43%
8,925 $1.3 Million
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $5,246 - $6,039
-42 Reduced 0.47%
8,887 $1.16 Million
Q4 2022

Jan 19, 2023

SELL
$101.96 - $137.84 $713 - $964
-7 Reduced 0.08%
8,929 $0
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $43,533 - $253,218
2,100 Added 30.72%
8,936 $934,000
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $131,641 - $158,878
1,169 Added 20.63%
6,836 $770,000
Q1 2022

Apr 28, 2022

BUY
$128.3 - $168.44 $727,076 - $954,549
5,667 New
5,667 $773,000

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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