A detailed history of Zevin Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Zevin Asset Management LLC holds 1,678 shares of JPM stock, worth $417,066. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,678
Previous 1,668 0.6%
Holding current value
$417,066
Previous $337,000 5.04%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 07, 2024

BUY
$194.9 - $224.8 $1,949 - $2,248
10 Added 0.6%
1,678 $354,000
Q2 2024

Jul 29, 2024

SELL
$180.08 - $204.79 $50,602 - $57,545
-281 Reduced 14.42%
1,668 $337,000
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $59,316 - $71,106
-355 Reduced 15.41%
1,949 $390,000
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $27,816 - $34,911
205 Added 9.77%
2,304 $392,000
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $300,597 - $331,642
2,099 New
2,099 $304,000

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 $729B
  • 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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