A detailed history of Joseph Group Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Joseph Group Capital Management holds 18,153 shares of JPM stock, worth $4.4 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
18,153
Previous 16,897 7.43%
Holding current value
$4.4 Million
Previous $3.42 Million 11.97%
% of portfolio
1.65%
Previous 2.05%

Shares

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

Nov 07, 2024

BUY
$194.9 - $224.8 $244,794 - $282,348
1,256 Added 7.43%
18,153 $3.83 Million
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $193,405 - $219,944
1,074 Added 6.79%
16,897 $3.42 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $380,965 - $456,684
2,280 Added 16.84%
15,823 $3.17 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $33,922 - $42,575
250 Added 1.88%
13,543 $2.3 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $47,975 - $52,930
335 Added 2.59%
13,293 $1.93 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $116,762 - $133,223
916 Added 7.61%
12,958 $1.88 Million
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $112,294 - $129,276
-899 Reduced 6.95%
12,042 $1.57 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $22,431 - $30,324
-220 Reduced 1.67%
12,941 $1.74 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $69,093 - $401,893
3,333 Added 33.91%
13,161 $1.38 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $93,916 - $113,348
834 Added 9.27%
9,828 $1.11 Million
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $57,991 - $76,134
452 Added 5.29%
8,994 $1.23 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $1.29 Million - $1.43 Million
8,352 Added 4395.79%
8,542 $1.35 Million
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $29,248 - $32,638
190 New
190 $1.35 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
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