A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 291,483 shares of JPM stock, worth $61.3 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
291,483
Previous 257,916 13.01%
Holding current value
$61.3 Million
Previous $51.7 Million 14.12%
% of portfolio
1.12%
Previous 1.12%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $6.04 Million - $6.87 Million
33,567 Added 13.01%
291,483 $59 Million
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $3.95 Million - $4.73 Million
23,617 Added 10.08%
257,916 $51.7 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $57,261 - $71,866
422 Added 0.18%
234,299 $39.9 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $2.21 Million - $2.44 Million
15,425 Added 7.06%
233,877 $33.9 Million
Q2 2023

Jul 28, 2023

BUY
$127.47 - $145.44 $3 Million - $3.42 Million
23,542 Added 12.08%
218,452 $31.8 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $3.65 Million - $4.2 Million
29,193 Added 17.62%
194,910 $25.4 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $1.15 Million - $1.56 Million
11,282 Added 7.31%
165,717 $22.2 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $591,385 - $3.44 Million
28,528 Added 22.66%
154,435 $16.1 Million
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $2.67 Million - $3.23 Million
23,729 Added 23.22%
125,907 $14.2 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $3.6 Million - $4.73 Million
28,093 Added 37.92%
102,178 $13.9 Million
Q4 2021

Feb 23, 2022

BUY
$153.94 - $171.78 $2.52 Million - $2.81 Million
16,365 Added 28.35%
74,085 $11.7 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $2.84 Million - $3.23 Million
19,334 Added 50.37%
57,720 $9.45 Million
Q2 2021

Aug 11, 2021

BUY
$147.37 - $166.44 $887,020 - $1 Million
6,019 Added 18.6%
38,386 $5.97 Million
Q1 2021

Apr 28, 2021

BUY
$125.65 - $157.65 $1.52 Million - $1.91 Million
12,099 Added 59.7%
32,367 $4.93 Million
Q4 2020

Jan 19, 2021

BUY
$96.54 - $127.07 $251,486 - $331,017
2,605 Added 14.75%
20,268 $1.49 Million
Q3 2020

Oct 26, 2020

BUY
$91.28 - $103.82 $203,645 - $231,622
2,231 Added 14.46%
17,663 $1.7 Million
Q2 2020

Jul 27, 2020

BUY
$84.03 - $113.45 $303,432 - $409,667
3,611 Added 30.55%
15,432 $1.45 Million
Q1 2020

May 13, 2020

BUY
$79.03 - $141.09 $934,213 - $1.67 Million
11,821 New
11,821 $1.06 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 $617B
  • 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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