A detailed history of Tru Independence LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tru Independence LLC holds 30,854 shares of JPM stock, worth $7.33 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
30,854
Previous 37,453 17.62%
Holding current value
$7.33 Million
Previous $7.58 Million 14.15%
% of portfolio
1.95%
Previous 2.33%

Shares

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

Nov 04, 2024

SELL
$194.9 - $224.8 $1.29 Million - $1.48 Million
-6,599 Reduced 17.62%
30,854 $6.5 Million
Q2 2024

Aug 06, 2024

SELL
$180.08 - $204.79 $43,579 - $49,559
-242 Reduced 0.64%
37,453 $7.58 Million
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $182,128 - $218,327
-1,090 Reduced 2.81%
37,695 $7.55 Million
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $72,187 - $90,599
-532 Reduced 1.35%
38,785 $6.6 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $1,002 - $1,106
7 Added 0.02%
39,317 $5.7 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $24,729 - $28,215
194 Added 0.5%
39,310 $5.72 Million
Q1 2023

Apr 24, 2023

SELL
$124.91 - $143.8 $102,551 - $118,059
-821 Reduced 2.06%
39,116 $5.1 Million
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $57,607 - $77,879
565 Added 1.44%
39,937 $5.36 Million
Q3 2022

Nov 03, 2022

BUY
$20.73 - $120.58 $39,117 - $227,534
1,887 Added 5.03%
39,372 $4.11 Million
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $887,929 - $1.07 Million
7,885 Added 26.64%
37,485 $4.22 Million
Q1 2022

Apr 28, 2022

BUY
$128.3 - $168.44 $281,875 - $370,062
2,197 Added 8.02%
29,600 $4.03 Million
Q4 2021

Jan 21, 2022

SELL
$153.94 - $171.78 $41,717 - $46,552
-271 Reduced 0.98%
27,403 $4.34 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $8,965 - $10,185
61 Added 0.22%
27,674 $4.53 Million
Q2 2021

Aug 03, 2021

SELL
$147.37 - $166.44 $759,102 - $857,332
-5,151 Reduced 15.72%
27,613 $4.3 Million
Q1 2021

May 20, 2021

SELL
$125.65 - $157.65 $2.62 Million - $3.28 Million
-20,822 Reduced 38.86%
32,764 $4.99 Million
Q4 2020

Mar 09, 2021

SELL
$96.54 - $127.07 $16,991 - $22,364
-176 Reduced 0.33%
53,586 $6.81 Million
Q3 2020

Nov 19, 2020

SELL
$91.28 - $103.82 $777,705 - $884,546
-8,520 Reduced 13.68%
53,762 $5.18 Million
Q2 2020

Aug 19, 2020

BUY
$84.03 - $113.45 $36,805 - $49,691
438 Added 0.71%
62,282 $5.86 Million
Q1 2020

May 19, 2020

SELL
$79.03 - $141.09 $3.56 Million - $6.36 Million
-45,088 Reduced 42.17%
61,844 $5.57 Million
Q4 2019

May 19, 2020

BUY
$111.82 - $139.4 $12 Million - $14.9 Million
106,932 New
106,932 $11.9 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 $697B
  • 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 Tru Independence LLC Portfolio

Follow Tru Independence 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 Tru Independence LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Independence LLC with notifications on news.