A detailed history of Sloy Dahl & Holst, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sloy Dahl & Holst, LLC holds 2,564 shares of JPM stock, worth $539,465. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,564
Previous 2,564 -0.0%
Holding current value
$539,465
Previous $513,000 0.97%
% of portfolio
0.11%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $2,578 - $3,235
-19 Reduced 0.74%
2,564 $436,000
Q4 2022

Jan 30, 2023

SELL
$101.96 - $137.84 $40,478 - $54,722
-397 Reduced 13.32%
2,583 $346,000
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $70,051 - $91,968
-546 Reduced 15.48%
2,980 $406,000
Q3 2021

Nov 03, 2021

BUY
$146.97 - $166.98 $58,347 - $66,291
397 Added 12.69%
3,526 $577,000
Q2 2021

Aug 11, 2021

SELL
$147.37 - $166.44 $102,716 - $116,008
-697 Reduced 18.22%
3,129 $486,000
Q1 2021

May 12, 2021

BUY
$125.65 - $157.65 $480,736 - $603,168
3,826 New
3,826 $582,000

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 $617B
  • 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 Sloy Dahl & Holst, LLC Portfolio

Follow Sloy Dahl & Holst, LLC 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 Sloy Dahl & Holst, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sloy Dahl & Holst, LLC with notifications on news.