A detailed history of Trail Ridge Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 9,652 shares of JPM stock, worth $2.32 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
9,652
Previous 9,662 0.1%
Holding current value
$2.32 Million
Previous $1.95 Million 4.09%
% of portfolio
0.98%
Previous 1.03%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $1,949 - $2,248
-10 Reduced 0.1%
9,652 $2.03 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $60,326 - $68,604
335 Added 3.59%
9,662 $1.95 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $497,928 - $596,894
-2,980 Reduced 24.21%
9,327 $1.87 Million
Q4 2023

Feb 16, 2024

SELL
$135.69 - $170.3 $10,041 - $12,602
-74 Reduced 0.6%
12,307 $2.09 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $29,644 - $32,706
-207 Reduced 1.64%
12,381 $1.8 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $46,271 - $52,794
-363 Reduced 2.8%
12,588 $1.83 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $1,498 - $1,725
-12 Reduced 0.09%
12,951 $1.69 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $6,729 - $9,097
66 Added 0.51%
12,963 $1.74 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $5,783 - $33,641
-279 Reduced 2.12%
12,897 $1.75 Million
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $3,490 - $4,213
-31 Reduced 0.23%
13,176 $1.48 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $22,324 - $29,308
-174 Reduced 1.3%
13,207 $1.8 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $2.06 Million - $2.3 Million
13,381 New
13,381 $2.12 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 $706B
  • 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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