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 2,089 shares of JPM stock, worth $496,346. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,089
Previous 2,106 0.81%
Holding current value
$496,346
Previous $426 Million 3.41%
% of portfolio
0.21%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $697B
  • 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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