A detailed history of Stonehearth Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stonehearth Capital Management, LLC holds 1,114 shares of JPM stock, worth $278,266. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,114
Previous 1,146 2.79%
Holding current value
$278,266
Previous $231,000 1.3%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 02, 2024

SELL
$194.9 - $224.8 $6,236 - $7,193
-32 Reduced 2.79%
1,114 $234,000
Q2 2024

Jul 05, 2024

BUY
$180.08 - $204.79 $5,762 - $6,553
32 Added 2.87%
1,146 $231,000
Q1 2024

Apr 02, 2024

BUY
$167.09 - $200.3 $186,138 - $223,134
1,114 New
1,114 $223,000
Q1 2023

Apr 04, 2023

SELL
$124.91 - $143.8 $78,443 - $90,306
-628 Reduced 19.4%
2,609 $339,000
Q3 2022

Oct 05, 2022

BUY
$20.73 - $120.58 $3,689 - $21,463
178 Added 5.82%
3,237 $338,000
Q2 2022

Jul 11, 2022

SELL
$112.61 - $135.91 $73,759 - $89,021
-655 Reduced 17.64%
3,059 $350,000
Q1 2022

Apr 13, 2022

SELL
$128.3 - $168.44 $52,474 - $68,891
-409 Reduced 9.92%
3,714 $506,000
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $6,465 - $7,214
42 Added 1.03%
4,123 $653,000
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $6,760 - $7,681
46 Added 1.14%
4,081 $668,000
Q2 2021

Jul 14, 2021

BUY
$147.37 - $166.44 $19,010 - $21,470
129 Added 3.3%
4,035 $628,000
Q1 2021

Apr 14, 2021

BUY
$125.65 - $157.65 $4,146 - $5,202
33 Added 0.85%
3,906 $595,000
Q4 2020

Jan 21, 2021

BUY
$96.54 - $127.07 $31,761 - $41,806
329 Added 9.28%
3,873 $492,000
Q2 2020

Aug 04, 2020

SELL
$84.03 - $113.45 $48,317 - $65,233
-575 Reduced 13.96%
3,544 $333,000
Q1 2020

Apr 22, 2020

BUY
$79.03 - $141.09 $11,696 - $20,881
148 Added 3.73%
4,119 $371,000
Q2 2019

Jul 10, 2019

SELL
$104.64 - $116.12 $215,139 - $238,742
-2,056 Reduced 34.11%
3,971 $444,000
Q1 2019

Apr 11, 2019

BUY
$97.11 - $107.19 $555,080 - $612,698
5,716 Added 1837.94%
6,027 $610,000
Q4 2017

Jan 12, 2018

BUY
$95.86 - $107.83 $29,812 - $33,535
311
311 $33,000

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 $733B
  • 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 Stonehearth Capital Management, LLC Portfolio

Follow Stonehearth Capital Management, 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 Stonehearth Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonehearth Capital Management, LLC with notifications on news.