A detailed history of Stokes Family Office, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stokes Family Office, LLC holds 47,484 shares of JPM stock, worth $11.4 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
47,484
Previous 47,688 0.43%
Holding current value
$11.4 Million
Previous $9.65 Million 3.76%
% of portfolio
1.13%
Previous 1.16%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $39,759 - $45,859
-204 Reduced 0.43%
47,484 $10 Million
Q2 2024

Jul 05, 2024

SELL
$180.08 - $204.79 $33,494 - $38,090
-186 Reduced 0.39%
47,688 $9.65 Million
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $52,633 - $63,094
-315 Reduced 0.65%
47,874 $9.59 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $2.64 Million - $3.31 Million
-19,450 Reduced 28.76%
48,189 $8.2 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $145,501 - $160,528
1,016 Added 1.52%
67,639 $9.81 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $248,948 - $284,044
1,953 Added 3.02%
66,623 $9.69 Million
Q1 2023

May 08, 2023

SELL
$124.91 - $143.8 $624 - $719
-5 Reduced 0.01%
64,670 $8.43 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $434,451 - $587,336
4,261 Added 7.05%
64,675 $8.67 Million
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $36,982 - $215,114
1,784 Added 3.04%
60,414 $6.31 Million
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $401,116 - $484,111
3,562 Added 6.47%
58,630 $6.6 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $208,872 - $274,220
1,628 Added 3.05%
55,068 $7.51 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $288,483 - $321,915
1,874 Added 3.63%
53,440 $8.46 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $432,091 - $490,921
2,940 Added 6.05%
51,566 $8.44 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $62,926 - $71,069
427 Added 0.89%
48,626 $7.56 Million
Q1 2021

May 13, 2021

SELL
$125.65 - $157.65 $664,060 - $833,180
-5,285 Reduced 9.88%
48,199 $7.34 Million
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $131,487 - $173,069
1,362 Added 2.61%
53,484 $6.8 Million
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $227,378 - $258,615
-2,491 Reduced 4.56%
52,122 $5.02 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $1.31 Million - $1.77 Million
15,629 Added 40.09%
54,613 $5.14 Million
Q1 2020

May 12, 2020

BUY
$79.03 - $141.09 $384,243 - $685,979
4,862 Added 14.25%
38,984 $3.51 Million
Q4 2019

Feb 10, 2020

BUY
$111.82 - $139.4 $3.82 Million - $4.76 Million
34,122 New
34,122 $4.78 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 $704B
  • 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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