A detailed history of Hoxton Planning & Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 3,629 shares of JPM stock, worth $875,351. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,629
Previous 2,970 22.19%
Holding current value
$875,351
Previous $600,000 27.33%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Oct 08, 2024

BUY
$194.9 - $224.8 $128,439 - $148,143
659 Added 22.19%
3,629 $764,000
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $2,341 - $2,662
-13 Reduced 0.44%
2,970 $600,000
Q1 2024

Apr 12, 2024

SELL
$167.09 - $200.3 $22,055 - $26,439
-132 Reduced 4.24%
2,983 $597,000
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $20,760 - $26,055
-153 Reduced 4.68%
3,115 $530,000
Q3 2023

Oct 26, 2023

SELL
$143.21 - $158.0 $24,918 - $27,492
-174 Reduced 5.06%
3,268 $474,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $23,327 - $26,615
183 Added 5.62%
3,442 $501 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $9,493 - $10,928
-76 Reduced 2.28%
3,259 $425 Million
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $340,036 - $459,696
3,335 New
3,335 $447 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 $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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