A detailed history of Shepherd Financial Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 46,891 shares of JPM stock, worth $11.7 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
46,891
Previous 46,218 1.46%
Holding current value
$11.7 Million
Previous $9.35 Million 5.72%
% of portfolio
1.2%
Previous 1.21%

Shares

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

Oct 28, 2024

BUY
$194.9 - $224.8 $131,167 - $151,290
673 Added 1.46%
46,891 $9.88 Million
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $57,625 - $65,532
320 Added 0.7%
46,218 $9.35 Million
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $163,581 - $196,093
979 Added 2.18%
45,898 $9.19 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $12,483 - $15,667
92 Added 0.21%
44,919 $7.64 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $412,874 - $455,514
2,883 Added 6.87%
44,827 $6.5 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $135,755 - $154,893
1,065 Added 2.61%
41,944 $6.1 Million
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $68,450 - $78,802
548 Added 1.36%
40,879 $5.33 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $37,623 - $50,862
369 Added 0.92%
40,331 $5.41 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $17,102 - $99,478
825 Added 2.11%
39,962 $4.18 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $131,528 - $158,742
1,168 Added 3.08%
39,137 $4.41 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $143,054 - $187,810
1,115 Added 3.03%
37,969 $5.17 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $147,782 - $164,908
960 Added 2.67%
36,854 $5.84 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $39,681 - $45,084
270 Added 0.76%
35,894 $5.87 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $112,295 - $126,827
762 Added 2.19%
35,624 $5.54 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $107,430 - $134,790
855 Added 2.51%
34,862 $5.31 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $105,421 - $138,760
1,092 Added 3.32%
34,007 $4.32 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $42,536 - $48,380
466 Added 1.44%
32,915 $3.17 Million
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $92,180 - $124,454
1,097 Added 3.5%
32,449 $3.05 Million
Q1 2020

May 07, 2020

SELL
$79.03 - $141.09 $958,870 - $1.71 Million
-12,133 Reduced 27.9%
31,352 $2.82 Million
Q4 2019

Jan 31, 2020

SELL
$111.82 - $139.4 $221,179 - $275,733
-1,978 Reduced 4.35%
43,485 $6.06 Million
Q3 2019

Nov 25, 2019

BUY
$104.8 - $120.23 $12,576 - $14,427
120 Added 0.26%
45,463 $5.35 Million
Q2 2019

Aug 05, 2019

SELL
$104.64 - $116.12 $64,667 - $71,762
-618 Reduced 1.34%
45,343 $5.07 Million
Q1 2019

Apr 29, 2019

BUY
$97.11 - $107.19 $123,523 - $136,345
1,272 Added 2.85%
45,961 $4.65 Million
Q4 2018

Feb 07, 2019

BUY
$92.14 - $115.32 $209,894 - $262,698
2,278 Added 5.37%
44,689 $4.37 Million
Q2 2018

Aug 02, 2018

BUY
$103.24 - $114.29 $284,116 - $314,526
2,752 Added 6.94%
42,411 $4.46 Million
Q1 2018

May 01, 2018

SELL
$107.01 - $118.77 $26,217 - $29,098
-245 Reduced 0.61%
39,659 $4.36 Million
Q4 2017

Feb 14, 2018

SELL
$95.86 - $107.83 $162,578 - $182,879
-1,696 Reduced 4.08%
39,904 $4.27 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $3.68 Million - $3.97 Million
41,600
41,600 $4.01 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 $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
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