A detailed history of Steele Capital Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Steele Capital Management, Inc. holds 8,421 shares of JPM stock, worth $1.79 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,421
Previous 8,282 1.68%
Holding current value
$1.79 Million
Previous $1.66 Billion 2.67%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jul 16, 2024

BUY
$180.08 - $204.79 $25,031 - $28,465
139 Added 1.68%
8,421 $1.7 Billion
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $79,869 - $95,743
-478 Reduced 5.46%
8,282 $1.66 Billion
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $1.19 Million - $1.49 Million
8,760 New
8,760 $1.49 Billion

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 $623B
  • 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 Steele Capital Management, Inc. Portfolio

Follow Steele Capital Management, Inc. 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 Steele Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steele Capital Management, Inc. with notifications on news.