A detailed history of Squire Investment Management Company, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 2,465 shares of JPM stock, worth $735,901. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,465
Previous 2,455 0.41%
Holding current value
$735,901
Previous $602 Million 18.67%
% of portfolio
0.26%
Previous 0.25%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025

BUY
$210.28 - $289.91 $2,102 - $2,899
10 Added 0.41%
2,465 $715 Million
Q1 2025

May 08, 2025

BUY
$225.19 - $279.95 $53,370 - $66,348
237 Added 10.69%
2,455 $602 Million
Q4 2024

Jan 30, 2025

BUY
$205.18 - $250.29 $26,468 - $32,287
129 Added 6.18%
2,218 $532 Million
Q3 2024

Nov 06, 2024

SELL
$194.9 - $224.8 $3,313 - $3,821
-17 Reduced 0.81%
2,089 $440 Million
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $3,061 - $3,481
17 Added 0.81%
2,106 $426 Million
Q1 2024

Aug 01, 2024

SELL
$167.09 - $200.3 $4,678 - $5,608
-28 Reduced 1.32%
2,089 $418 Million
Q4 2023

Aug 01, 2024

BUY
$135.69 - $170.3 $287,255 - $360,525
2,117 New
2,117 $360 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 $876B
  • 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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