A detailed history of Tag Stone Capital, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tag Stone Capital, Inc. holds 2,649 shares of JPM stock, worth $661,508. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,649
Previous 2,535 4.5%
Holding current value
$661,508
Previous $512,000 8.98%
% of portfolio
0.29%
Previous 0.3%

Shares

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

Nov 08, 2024

BUY
$194.9 - $224.8 $22,218 - $25,627
114 Added 4.5%
2,649 $558,000
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $11,885 - $13,516
66 Added 2.67%
2,535 $512,000
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $18,379 - $22,033
110 Added 4.66%
2,469 $494,000
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $2,171 - $2,724
16 Added 0.68%
2,359 $401,000
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $16,755 - $18,486
117 Added 5.26%
2,343 $340,000
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $11,854 - $13,525
-93 Reduced 4.01%
2,226 $324,000
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $3,247 - $3,738
-26 Reduced 1.11%
2,319 $302,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $239,096 - $323,234
2,345 New
2,345 $314,000

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 $732B
  • 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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