A detailed history of Union Heritage Capital, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Union Heritage Capital, LLC holds 25,600 shares of JPM stock, worth $6.08 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
25,600
Previous 22,600 13.27%
Holding current value
$6.08 Million
Previous $2.95 Million 26.42%
% of portfolio
2.02%
Previous 1.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 22, 2023

BUY
$127.47 - $145.44 $382,410 - $436,320
3,000 Added 13.27%
25,600 $3.72 Million
Q1 2022

Apr 26, 2022

SELL
$128.3 - $168.44 $51,320 - $67,376
-400 Reduced 1.74%
22,600 $3.08 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $692,639 - $782,268
4,700 Added 25.68%
23,000 $3.58 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $2.3 Million - $2.88 Million
18,300 New
18,300 $2.79 Billion

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
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