Family Firm, Inc. Jpmorgan Chase & CO Transaction History

Family Firm, Inc.

$932 Million
Q3 2024

A detailed history of Family Firm, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Family Firm, Inc. holds 4,626 shares of JPM stock, worth $1.11 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,626

Previous 4,614 0.26%

Holding current value

$1.11 Million

Previous $933,000 4.5%

% of portfolio

0.1%

Previous 0.1%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$194.9 - $224.8 $2,338 - $2,697	12 Added 0.26%	4,626 $975,000
Q2 2024 Jul 24, 2024	BUY	$180.08 - $204.79 $2,160 - $2,457	12 Added 0.26%	4,614 $933,000
Q1 2024 May 01, 2024	BUY	$167.09 - $200.3 $35,924 - $43,064	215 Added 4.9%	4,602 $921,000
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $2,849 - $3,576	21 Added 0.48%	4,387 $746,000
Q3 2023 Oct 19, 2023	BUY	$143.21 - $158.0 $2,434 - $2,686	17 Added 0.39%	4,366 $633,000
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $2,421 - $2,763	19 Added 0.44%	4,349 $632,000
Q1 2023 May 01, 2023	BUY	$124.91 - $143.8 $4,996 - $5,752	40 Added 0.93%	4,330 $564,000
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $76,470 - $103,380	750 Added 21.19%	4,290 $575,000
Q3 2022 Nov 15, 2022	BUY	$20.73 - $120.58 $1,264 - $7,355	61 Added 1.75%	3,540 $370,000
Q2 2022 Dec 01, 2022	SELL	$112.61 - $135.91 $2,590 - $3,125	-23 Reduced 0.65%	3,517 $396,000
Q1 2022 Nov 30, 2022	SELL	$128.3 - $168.44 $5,645 - $7,411	-44 Reduced 1.24%	3,496 $477,000
Q4 2021 Feb 02, 2022	SELL	$153.94 - $171.78 $17,857 - $19,926	-116 Reduced 3.23%	3,479 $551,000
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $2,204 - $2,504	15 Added 0.42%	3,595 $614,000
Q2 2021 Jul 21, 2021	SELL	$147.37 - $166.44 $9,284 - $10,485	-63 Reduced 1.73%	3,580 $557,000
Q1 2021 May 06, 2021	BUY	$125.65 - $157.65 $2,136 - $2,680	17 Added 0.47%	3,643 $555,000
Q4 2020 Jan 20, 2021	BUY	$96.54 - $127.07 $11,970 - $15,756	124 Added 3.54%	3,626 $503,000
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $44,362 - $50,456	-486 Reduced 12.19%	3,502 $337,000
Q2 2020 Aug 10, 2020	SELL	$84.03 - $113.45 $194,781 - $262,977	-2,318 Reduced 36.76%	3,988 $375,000
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $869 - $1,551	11 Added 0.17%	6,306 $568,000
Q4 2019 Feb 04, 2020	SELL	$111.82 - $139.4 $19,568 - $24,395	-175 Reduced 2.7%	6,295 $878,000
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $1,152 - $1,322	11 Added 0.17%	6,470 $761,000
Q2 2019 Aug 06, 2019	BUY	$104.64 - $116.12 $214,407 - $237,929	2,049 Added 46.46%	6,459 $722,000
Q1 2019 May 06, 2019	BUY	$97.11 - $107.19 $75,648 - $83,501	779 Added 21.45%	4,410 $446,000
Q4 2018 Feb 05, 2019	BUY	$92.14 - $115.32 $1,197 - $1,499	13 Added 0.36%	3,631 $354,000
Q3 2018 Oct 31, 2018	BUY	$103.61 - $118.63 $14,712 - $16,845	142 Added 4.09%	3,618 $408,000
Q2 2018 Aug 03, 2018	BUY	$103.24 - $114.29 $20,028 - $22,172	194 Added 5.91%	3,476 $362,000
Q1 2018 Apr 26, 2018	SELL	$107.01 - $118.77 $75,442 - $83,732	-705 Reduced 17.68%	3,282 $361,000
Q4 2017 Feb 07, 2018	SELL	$95.86 - $107.83 $26,936 - $30,300	-281 Reduced 6.58%	3,987 $426,000
Q3 2017 Nov 07, 2017	BUY	$88.42 - $95.51 $795 - $859	9 Added 0.21%	4,268 $408,000
Q2 2017 Aug 08, 2017	BUY	N/A	4,259	4,259 $389,000

Others Institutions Holding JPM

# of Institutions

4,620

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $704B
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 ...

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