A detailed history of Vishria Bird Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 1,887 shares of JPM stock, worth $394,062. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,887
Previous 1,927 2.08%
Holding current value
$394,062
Previous $328,000 15.24%
% of portfolio
0.16%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $6,683 - $8,012
-40 Reduced 2.08%
1,887 $378,000
Q4 2021

Jan 27, 2022

BUY
$153.94 - $171.78 $6,157 - $6,871
40 Added 2.12%
1,927 $305,000
Q2 2021

Aug 02, 2021

SELL
$147.37 - $166.44 $9,579 - $10,818
-65 Reduced 3.33%
1,887 $294,000
Q4 2020

Jan 26, 2021

BUY
$96.54 - $127.07 $188,446 - $248,040
1,952 New
1,952 $248,000
Q1 2020

Apr 13, 2020

SELL
$79.03 - $141.09 $154,424 - $275,689
-1,954 Closed
0 $0
Q4 2019

Jan 09, 2020

SELL
$111.82 - $139.4 $8,945 - $11,152
-80 Reduced 3.93%
1,954 $272,000
Q3 2019

Oct 15, 2019

SELL
$104.8 - $120.23 $3,458 - $3,967
-33 Reduced 1.6%
2,034 $239,000
Q2 2019

Jul 15, 2019

BUY
$104.64 - $116.12 $216,290 - $240,020
2,067 New
2,067 $231,000
Q1 2019

Apr 05, 2019

SELL
$97.11 - $107.19 $261,420 - $288,555
-2,692 Closed
0 $0
Q4 2018

Jan 17, 2019

SELL
$92.14 - $115.32 $8,476 - $10,609
-92 Reduced 3.3%
2,692 $263,000
Q2 2018

Aug 06, 2018

BUY
$103.24 - $114.29 $287,420 - $318,183
2,784 New
2,784 $290,000

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 $613B
  • 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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