A detailed history of Jacobsen Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jacobsen Capital Management holds 4,782 shares of JPM stock, worth $1.16 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,782
Previous 4,581 4.39%
Holding current value
$1.16 Million
Previous $926,000 8.75%
% of portfolio
0.43%
Previous 0.42%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $39,174 - $45,184
201 Added 4.39%
4,782 $1.01 Million
Q2 2024

Jul 23, 2024

BUY
$180.08 - $204.79 $91,120 - $103,623
506 Added 12.42%
4,581 $926,000
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $32,248 - $38,657
-193 Reduced 4.52%
4,075 $816,000
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $69,066 - $86,682
509 Added 13.54%
4,268 $725,000
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $39,812 - $43,924
278 Added 7.99%
3,759 $545,000
Q2 2023

Aug 02, 2023

SELL
$127.47 - $145.44 $17,463 - $19,925
-137 Reduced 3.79%
3,481 $506,000
Q1 2023

May 02, 2023

BUY
$124.91 - $143.8 $451,924 - $520,268
3,618 New
3,618 $471,000
Q3 2020

Oct 22, 2020

SELL
$91.28 - $103.82 $247,186 - $281,144
-2,708 Closed
0 $0
Q2 2020

Aug 07, 2020

BUY
$84.03 - $113.45 $15,797 - $21,328
188 Added 7.46%
2,708 $254,000
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $9,504 - $11,849
-85 Reduced 3.26%
2,520 $351,000
Q2 2019

Aug 02, 2019

BUY
$104.64 - $116.12 $272,587 - $302,492
2,605 New
2,605 $291,000

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 $713B
  • 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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