A detailed history of Ulland Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 209 shares of JPM stock, worth $55,351. This represents 0.03% of its overall portfolio holdings.

Number of Shares
209
Previous 209 -0.0%
Holding current value
$55,351
Previous $44,000 13.64%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024

SELL
$135.69 - $170.3 $7,462 - $9,366
-55 Reduced 20.83%
209 $36,000
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $12,316 - $13,588
-86 Reduced 24.57%
264 $38,000
Q4 2022

Jan 31, 2023

SELL
$101.96 - $137.84 $10,196 - $13,784
-100 Reduced 22.22%
350 $47,000
Q3 2022

Oct 12, 2022

SELL
$20.73 - $120.58 $14,987 - $87,179
-723 Reduced 61.64%
450 $47,000
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $239,921 - $314,982
-1,870 Reduced 61.45%
1,173 $160,000
Q4 2021

Feb 16, 2022

BUY
$153.94 - $171.78 $468,439 - $522,726
3,043 New
3,043 $482,000

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 $777B
  • 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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