A detailed history of Forum Financial Management, LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Forum Financial Management, LP holds 80,159 shares of JPM stock, worth $19.4 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
80,159
Previous 81,211 1.3%
Holding current value
$19.4 Million
Previous $16.4 Million 2.86%
% of portfolio
0.32%
Previous 0.34%

Shares

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

Oct 29, 2024

SELL
$194.9 - $224.8 $205,034 - $236,489
-1,052 Reduced 1.3%
80,159 $16.9 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $504,404 - $573,616
-2,801 Reduced 3.33%
81,211 $16.4 Million
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $1.31 Million - $1.57 Million
-7,853 Reduced 8.55%
84,012 $16.8 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $338,682 - $425,068
2,496 Added 2.79%
91,865 $15.6 Million
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $1,575 - $1,738
11 Added 0.01%
89,369 $13 Million
Q2 2023

Jul 26, 2023

BUY
$127.47 - $145.44 $481,836 - $549,763
3,780 Added 4.42%
89,358 $13 Million
Q1 2023

Apr 19, 2023

SELL
$124.91 - $143.8 $214,095 - $246,473
-1,714 Reduced 1.96%
85,578 $11.2 Million
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $176,696 - $238,876
1,733 Added 2.03%
87,292 $0
Q3 2022

Nov 07, 2022

SELL
$20.73 - $120.58 $156,345 - $909,414
-7,542 Reduced 8.1%
85,559 $8.94 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $827,233 - $998,394
7,346 Added 8.57%
93,101 $10.5 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $314,848 - $413,351
2,454 Added 2.95%
85,755 $11.7 Million
Q4 2021

Feb 18, 2022

BUY
$153.94 - $171.78 $12.8 Million - $14.3 Million
83,301 New
83,301 $13.2 Million

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 Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.