A detailed history of Hofer & Associates. Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hofer & Associates. Inc holds 5,338 shares of JPM stock, worth $1.29 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
5,338
Previous 5,287 0.96%
Holding current value
$1.29 Million
Previous $1.07 Million 5.24%
% of portfolio
0.78%
Previous 0.83%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $9,939 - $11,464
51 Added 0.96%
5,338 $1.13 Million
Q2 2024

Jul 18, 2024

BUY
$180.08 - $204.79 $23,590 - $26,827
131 Added 2.54%
5,287 $1.07 Million
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $18,212 - $21,832
109 Added 2.16%
5,156 $1.03 Million
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $678 - $851
5 Added 0.1%
5,047 $858,000
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $9,022 - $9,954
63 Added 1.27%
5,042 $731,000
Q2 2023

Jul 14, 2023

SELL
$127.47 - $145.44 $14,659 - $16,725
-115 Reduced 2.26%
4,979 $724,000
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $21,513 - $29,084
211 Added 4.32%
5,094 $0
Q3 2022

Dec 15, 2022

BUY
$20.73 - $120.58 $37,417 - $217,646
1,805 Added 58.64%
4,883 $510,000
Q2 2022

Dec 15, 2022

BUY
$112.61 - $135.91 $29,954 - $36,152
266 Added 9.46%
3,078 $347,000
Q1 2022

Dec 15, 2022

BUY
$128.3 - $168.44 $8,596 - $11,285
67 Added 2.44%
2,812 $383,000
Q4 2021

Dec 15, 2022

BUY
$153.94 - $171.78 $422,565 - $471,536
2,745 New
2,745 $435,000

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
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