A detailed history of Doheny Asset Management /Ca transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Doheny Asset Management /Ca holds 3,926 shares of JPM stock, worth $946,990. This represents 0.57% of its overall portfolio holdings.

Number of Shares
3,926
Previous 4,905 19.96%
Holding current value
$946,990
Previous $992,000 16.53%
% of portfolio
0.57%
Previous 0.71%

Shares

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

Nov 14, 2024

SELL
$194.9 - $224.8 $190,807 - $220,079
-979 Reduced 19.96%
3,926 $828,000
Q2 2024

Aug 15, 2024

BUY
$180.08 - $204.79 $202,770 - $230,593
1,126 Added 29.8%
4,905 $992,000
Q2 2024

Aug 07, 2024

SELL
$180.08 - $204.79 $202,770 - $230,593
-1,126 Reduced 22.96%
3,779 $764,000
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $819,576 - $982,471
4,905 New
4,905 $982,000
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $665,559 - $835,321
4,905 New
4,905 $834,000
Q1 2023

May 16, 2023

BUY
$124.91 - $143.8 $224,962 - $258,983
1,801 Added 43.88%
5,905 $769,000
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $200,453 - $270,993
-1,966 Reduced 32.39%
4,104 $550,000
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $27,674 - $160,974
-1,335 Reduced 18.03%
6,070 $634,000
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $6,415 - $8,422
50 Added 0.68%
7,405 $1.01 Million
Q4 2021

Feb 15, 2022

SELL
$153.94 - $171.78 $51,415 - $57,374
-334 Reduced 4.34%
7,355 $1.17 Million
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $29,474 - $33,288
-200 Reduced 2.54%
7,689 $1.2 Million
Q4 2020

Feb 26, 2021

BUY
$96.54 - $127.07 $10,619 - $13,977
110 Added 1.41%
7,889 $1 Million
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $35,142 - $39,970
-385 Reduced 4.72%
7,779 $1.08 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $400,262 - $455,250
4,385 Added 116.04%
8,164 $786,000
Q2 2020

Aug 18, 2020

SELL
$84.03 - $113.45 $336,120 - $453,800
-4,000 Reduced 51.42%
3,779 $355,000
Q4 2019

Feb 11, 2020

SELL
$111.82 - $139.4 $11,182 - $13,940
-100 Reduced 1.27%
7,779 $1.08 Million
Q3 2019

Nov 15, 2019

SELL
$104.8 - $120.23 $52,400 - $60,115
-500 Reduced 5.97%
7,879 $927,000
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $243,288 - $269,979
2,325 Added 38.4%
8,379 $937,000
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $48,555 - $53,595
500 Added 9.0%
6,054 $613,000
Q4 2018

Feb 13, 2019

SELL
$92.14 - $115.32 $565,094 - $707,257
-6,133 Closed
0 $0
Q4 2017

Feb 15, 2018

BUY
$95.86 - $107.83 $117,045 - $131,660
1,221 Added 24.86%
6,133 $656,000
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $434,319 - $469,145
4,912
4,912 $469,000

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 $708B
  • 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
Track This Portfolio

Track Doheny Asset Management /Ca Portfolio

Follow Doheny Asset Management /Ca and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Doheny Asset Management /Ca, based on Form 13F filings with the SEC.

News

Stay updated on Doheny Asset Management /Ca with notifications on news.