Tfc Financial Management Jpmorgan Chase & CO Transaction History

Tfc Financial Management

$629 Million
Q3 2024

A detailed history of Tfc Financial Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tfc Financial Management holds 4,570 shares of JPM stock, worth $1.11 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,570

Previous 4,434 3.07%

Holding current value

$1.11 Million

Previous $896,000 7.48%

% of portfolio

0.15%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $711B
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 ...

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Tfc Financial Management Jpmorgan Chase & CO Transaction History