A detailed history of Tobias Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 1,281 shares of JPM stock, worth $318,392. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,281
Previous 1,181 8.47%
Holding current value
$318,392
Previous $238,000 13.45%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $19,490 - $22,480
100 Added 8.47%
1,281 $270,000
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $212,674 - $241,856
1,181 New
1,181 $238,000
Q1 2020

May 13, 2020

SELL
$79.03 - $141.09 $6,559 - $11,710
-83 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$111.82 - $139.4 $9,281 - $11,570
83 New
83 $11,000

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 $729B
  • 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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