A detailed history of Thomas Story & Son LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Thomas Story & Son LLC holds 3,940 shares of JPM stock, worth $847,848. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,940
Previous 3,940 -0.0%
Holding current value
$847,848
Previous $670,000 17.76%
% of portfolio
0.33%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $8,306 - $9,164
58 Added 1.49%
3,940 $571,000
Q2 2023

Aug 04, 2023

SELL
$127.47 - $145.44 $10,580 - $12,071
-83 Reduced 2.09%
3,882 $565,000
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $4,180 - $5,651
41 Added 1.04%
3,965 $532,000
Q1 2021

Apr 30, 2021

BUY
$125.65 - $157.65 $5,277 - $6,621
42 Added 1.08%
3,924 $597,000
Q2 2019

Jul 29, 2019

BUY
$104.64 - $116.12 $125,568 - $139,344
1,200 Added 44.74%
3,882 $434,000
Q3 2017

Nov 02, 2017

BUY
$88.42 - $95.51 $237,142 - $256,157
2,682
2,682 $256,000

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 $631B
  • 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

Track Thomas Story & Son LLC Portfolio

Follow Thomas Story & Son LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Thomas Story & Son LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thomas Story & Son LLC with notifications on news.