A detailed history of Successful Portfolios LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Successful Portfolios LLC holds 2,927 shares of JPM stock, worth $615,840. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,927
Previous 3,321 11.86%
Holding current value
$615,840
Previous $665,000 10.98%
% of portfolio
0.41%
Previous 0.45%

Shares

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

Jul 12, 2024

SELL
$180.08 - $204.79 $70,951 - $80,687
-394 Reduced 11.86%
2,927 $592,000
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $67,337 - $80,720
-403 Reduced 10.82%
3,321 $665,000
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $33,786 - $42,404
249 Added 7.17%
3,724 $633,000
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $13,032 - $14,378
-91 Reduced 2.55%
3,475 $503,000
Q2 2023

Jul 20, 2023

SELL
$127.47 - $145.44 $444,360 - $507,003
-3,486 Reduced 49.43%
3,566 $518,000
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $73,322 - $84,410
-587 Reduced 7.68%
7,052 $918,000
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $10,807 - $14,611
106 Added 1.41%
7,639 $0
Q3 2022

Oct 12, 2022

BUY
$20.73 - $120.58 $16,894 - $98,272
815 Added 12.13%
7,533 $787,000
Q2 2022

Jul 22, 2022

SELL
$112.61 - $135.91 $13,513 - $16,309
-120 Reduced 1.75%
6,718 $756,000
Q1 2022

Apr 21, 2022

SELL
$128.3 - $168.44 $12,958 - $17,012
-101 Reduced 1.46%
6,838 $932,000
Q4 2021

Jan 26, 2022

BUY
$153.94 - $171.78 $11,391 - $12,711
74 Added 1.08%
6,939 $1.1 Million
Q3 2021

Oct 14, 2021

BUY
$146.97 - $166.98 $10,581 - $12,022
72 Added 1.06%
6,865 $1.12 Million
Q2 2021

Jul 23, 2021

BUY
$147.37 - $166.44 $20,337 - $22,968
138 Added 2.07%
6,793 $1.06 Million
Q1 2021

Apr 20, 2021

BUY
$125.65 - $157.65 $15,203 - $19,075
121 Added 1.85%
6,655 $1.01 Million
Q4 2020

Feb 02, 2021

SELL
$96.54 - $127.07 $18,728 - $24,651
-194 Reduced 2.88%
6,534 $830,000
Q3 2020

Oct 13, 2020

BUY
$91.28 - $103.82 $20,720 - $23,567
227 Added 3.49%
6,728 $648,000
Q2 2020

Jul 13, 2020

BUY
$84.03 - $113.45 $32,603 - $44,018
388 Added 6.35%
6,501 $612,000
Q1 2020

Apr 23, 2020

BUY
$79.03 - $141.09 $78,871 - $140,807
998 Added 19.51%
6,113 $550,000
Q4 2019

Jan 23, 2020

SELL
$111.82 - $139.4 $33,993 - $42,377
-304 Reduced 5.61%
5,115 $713,000
Q3 2019

Oct 11, 2019

BUY
$104.8 - $120.23 $39,824 - $45,687
380 Added 7.54%
5,419 $638,000
Q2 2019

Jul 11, 2019

SELL
$104.64 - $116.12 $2,929 - $3,251
-28 Reduced 0.55%
5,039 $563,000
Q1 2019

Apr 22, 2019

BUY
$97.11 - $107.19 $12,332 - $13,613
127 Added 2.57%
5,067 $513,000
Q4 2018

Jan 14, 2019

SELL
$92.14 - $115.32 $2,027 - $2,537
-22 Reduced 0.44%
4,940 $482,000
Q3 2018

Oct 15, 2018

BUY
$103.61 - $118.63 $20,825 - $23,844
201 Added 4.22%
4,962 $560,000
Q2 2018

Jul 24, 2018

BUY
$103.24 - $114.29 $619 - $685
6 Added 0.13%
4,761 $496,000
Q1 2018

May 08, 2018

BUY
$107.01 - $118.77 $33,173 - $36,818
310 Added 6.97%
4,755 $523,000
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $426,097 - $479,304
4,445
4,445 $475,000

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 $617B
  • 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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