A detailed history of Tilia Fiduciary Partners, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 7,976 shares of JPM stock, worth $1.92 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
7,976
Previous 7,888 1.12%
Holding current value
$1.92 Million
Previous $1.6 Million 5.39%
% of portfolio
1.19%
Previous 1.27%

Shares

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

Oct 08, 2024

BUY
$194.9 - $224.8 $17,151 - $19,782
88 Added 1.12%
7,976 $1.68 Million
Q2 2024

Jul 11, 2024

SELL
$180.08 - $204.79 $34,935 - $39,729
-194 Reduced 2.4%
7,888 $1.6 Million
Q1 2024

Apr 12, 2024

SELL
$167.09 - $200.3 $23,726 - $28,442
-142 Reduced 1.73%
8,082 $1.62 Million
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $34,193 - $42,915
-252 Reduced 2.97%
8,224 $1.4 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $2,291 - $2,528
16 Added 0.19%
8,476 $1.23 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $434,162 - $495,368
-3,406 Reduced 28.7%
8,460 $1.23 Million
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $206,351 - $237,557
-1,652 Reduced 12.22%
11,866 $1.55 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $34,156 - $46,176
335 Added 2.54%
13,518 $1.81 Million
Q3 2022

Oct 26, 2022

SELL
$20.73 - $120.58 $3,275 - $19,051
-158 Reduced 1.18%
13,183 $1.34 Million
Q2 2022

Aug 01, 2022

BUY
$112.61 - $135.91 $97,858 - $118,105
869 Added 6.97%
13,341 $1.51 Million
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $83,908 - $110,159
654 Added 5.53%
12,472 $1.7 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $1.82 Million - $2.03 Million
11,818 New
11,818 $1.87 Million

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 $708B
  • 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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