Tfc Financial Management Jpmorgan Chase & CO Transaction History

Tfc Financial Management

$561 Million
Q1 2024

A detailed history of Tfc Financial Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tfc Financial Management holds 4,879 shares of JPM stock, worth $1.01 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,879

Previous 5,897 17.26%

Holding current value

$1.01 Million

Previous $1 Million 2.59%

% of portfolio

0.17%

Previous 0.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,429

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $609B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Tfc Financial Management, based on Form 13F filings with the SEC.

News

Stay updated on Tfc Financial Management with notifications on news.

Account

Tfc Financial Management Jpmorgan Chase & CO Transaction History