A detailed history of Tfc Financial Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tfc Financial Management holds 4,570 shares of JPM stock, worth $1.14 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,570
Previous 4,434 3.07%
Holding current value
$1.14 Million
Previous $896,000 7.48%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $26,506 - $30,572
136 Added 3.07%
4,570 $963,000
Q2 2024

Jul 23, 2024

SELL
$180.08 - $204.79 $80,135 - $91,131
-445 Reduced 9.12%
4,434 $896,000
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $170,097 - $203,905
-1,018 Reduced 17.26%
4,879 $977,000
Q4 2023

Jan 25, 2024

SELL
$135.69 - $170.3 $70,694 - $88,726
-521 Reduced 8.12%
5,897 $1 Million
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $2,004 - $2,212
-14 Reduced 0.22%
6,418 $930,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $14,913 - $17,016
117 Added 1.85%
6,432 $935,000
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $133,154 - $153,290
1,066 Added 20.31%
6,315 $822,000
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $81,669 - $110,409
-801 Reduced 13.24%
5,249 $703,000
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $21,766 - $126,609
1,050 Added 21.0%
6,050 $632,000
Q2 2022

Aug 03, 2022

BUY
$112.61 - $135.91 $60,922 - $73,527
541 Added 12.13%
5,000 $563,000
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $80,187 - $105,275
-625 Reduced 12.29%
4,459 $608,000
Q4 2021

Feb 02, 2022

SELL
$153.94 - $171.78 $243,533 - $271,755
-1,582 Reduced 23.73%
5,084 $805,000
Q3 2021

Nov 02, 2021

BUY
$146.97 - $166.98 $141,973 - $161,302
966 Added 16.95%
6,666 $1.09 Million
Q2 2021

Jul 29, 2021

SELL
$147.37 - $166.44 $24,463 - $27,629
-166 Reduced 2.83%
5,700 $887,000
Q1 2021

May 03, 2021

SELL
$125.65 - $157.65 $56,039 - $70,311
-446 Reduced 7.07%
5,866 $893,000
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $96 - $127
1 Added 0.02%
6,312 $802,000
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $576,068 - $655,208
6,311 New
6,311 $608,000

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 $729B
  • 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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