A detailed history of Thomas J. Herzfeld Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Thomas J. Herzfeld Advisors, Inc. holds 19 shares of JPM stock, worth $4,208. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19
Holding current value
$4,208
% of portfolio
0.0%

Shares

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

Aug 13, 2024

BUY
$180.08 - $204.79 $3,421 - $3,891
19 New
19 $3.84 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $8,735 - $9,638
61 New
61 $8.85 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $2,804 - $3,199
-22 Reduced 26.19%
62 $9,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $1,160 - $6,752
-56 Reduced 40.0%
84 $9,000
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $6,756 - $8,154
-60 Reduced 30.0%
140 $16,000
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $1,154 - $1,515
-9 Reduced 4.31%
200 $27,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $1,763 - $2,003
-12 Reduced 5.43%
209 $34,000
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $4,421 - $4,993
30 Added 15.71%
221 $34,000
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $376 - $472
3 Added 1.6%
191 $29,000
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $182 - $207
2 Added 1.08%
188 $18,000
Q2 2020

Aug 12, 2020

BUY
$84.03 - $113.45 $3,277 - $4,424
39 Added 26.53%
186 $18,000
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $3,466 - $4,321
31 Added 26.72%
147 $20,000
Q3 2019

Nov 08, 2019

SELL
$104.8 - $120.23 $524 - $601
-5 Reduced 4.13%
116 $14,000
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $1,569 - $1,741
15 Added 14.15%
121 $14,000
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $737 - $922
8 Added 8.16%
106 $10,000
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $1,284 - $1,425
-12 Reduced 10.91%
98 $11,000
Q4 2017

Feb 14, 2018

SELL
$95.86 - $107.83 $68,444 - $76,990
-714 Reduced 86.65%
110 $12,000
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $353 - $382
4 Added 0.49%
824 $79,000
Q2 2017

Aug 14, 2017

BUY
N/A
820
820 $75,000

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 $650B
  • 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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