A detailed history of Flaharty Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Flaharty Asset Management, LLC holds 874 shares of JPM stock, worth $211,778. This represents 0.03% of its overall portfolio holdings.

Number of Shares
874
Holding current value
$211,778
% of portfolio
0.03%

Shares

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

Oct 18, 2024

BUY
$194.9 - $224.8 $170,342 - $196,475
874 New
874 $184,000
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $5,681 - $6,810
34 Added 2.84%
1,232 $246,000
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $14,790 - $18,562
109 Added 10.01%
1,198 $203,000
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $155,955 - $172,062
1,089 New
1,089 $157,000
Q4 2021

Feb 15, 2022

SELL
$153.94 - $171.78 $212,591 - $237,228
-1,381 Closed
0 $0
Q3 2021

Nov 02, 2021

SELL
$146.97 - $166.98 $6,760 - $7,681
-46 Reduced 3.22%
1,381 $226,000
Q2 2021

Aug 11, 2021

SELL
$147.37 - $166.44 $9,579 - $10,818
-65 Reduced 4.36%
1,427 $222,000
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $187,469 - $235,213
1,492 New
1,492 $227,000
Q2 2020

Aug 12, 2020

SELL
$84.03 - $113.45 $214,192 - $289,184
-2,549 Closed
0 $0
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $11,222 - $20,034
-142 Reduced 5.28%
2,549 $229,000
Q4 2019

Jan 13, 2020

SELL
$111.82 - $139.4 $77,267 - $96,325
-691 Reduced 20.43%
2,691 $375,000
Q3 2019

Oct 15, 2019

BUY
$104.8 - $120.23 $31,335 - $35,948
299 Added 9.7%
3,382 $398,000
Q2 2019

Jul 30, 2019

SELL
$104.64 - $116.12 $159,889 - $177,431
-1,528 Reduced 33.14%
3,083 $345,000
Q1 2019

Apr 26, 2019

BUY
$97.11 - $107.19 $105,364 - $116,301
1,085 Added 30.77%
4,611 $467,000
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $326,475 - $373,803
-3,151 Reduced 47.19%
3,526 $400,000
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $252,731 - $279,781
-2,448 Reduced 26.83%
6,677 $696,000
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $559,341 - $620,810
5,227 Added 134.09%
9,125 $984,000
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $24.6 Million - $27.7 Million
256,447 New
256,447 $7.4 Million
Q4 2017

Feb 14, 2018

SELL
$95.86 - $107.83 $24.2 Million - $27.2 Million
-252,549
3,898 $423,000

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 $711B
  • 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 Flaharty Asset Management, LLC Portfolio

Follow Flaharty Asset Management, LLC 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 Flaharty Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flaharty Asset Management, LLC with notifications on news.