A detailed history of Kmg Fiduciary Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 123,325 shares of JPM stock, worth $29.9 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
123,325
Previous 123,393 0.06%
Holding current value
$29.9 Million
Previous $25 Million 4.16%
% of portfolio
2.28%
Previous 2.46%

Shares

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

Oct 17, 2024

SELL
$194.9 - $224.8 $13,253 - $15,286
-68 Reduced 0.06%
123,325 $26 Million
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $7,203 - $8,191
40 Added 0.03%
123,393 $25 Million
Q1 2024

Apr 10, 2024

BUY
$167.09 - $200.3 $111,950 - $134,201
670 Added 0.55%
123,353 $24.7 Million
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $184,674 - $231,778
-1,361 Reduced 1.1%
122,683 $20.9 Million
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $180,587 - $199,238
1,261 Added 1.03%
124,044 $18 Million
Q2 2023

Jul 14, 2023

BUY
$127.47 - $145.44 $567,623 - $647,644
4,453 Added 3.76%
122,783 $17.9 Million
Q1 2023

Apr 13, 2023

SELL
$124.91 - $143.8 $701,119 - $807,149
-5,613 Reduced 4.53%
118,330 $15.4 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $309,244 - $418,068
3,033 Added 2.51%
123,943 $0
Q3 2022

Oct 27, 2022

BUY
$20.73 - $120.58 $55,597 - $323,395
2,682 Added 2.27%
120,910 $12.6 Million
Q2 2022

Jul 13, 2022

BUY
$112.61 - $135.91 $478,254 - $577,209
4,247 Added 3.73%
118,228 $13.3 Million
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $725,408 - $952,359
5,654 Added 5.22%
113,981 $15.5 Million
Q4 2021

Jan 12, 2022

BUY
$153.94 - $171.78 $428,568 - $478,235
2,784 Added 2.64%
108,327 $17.2 Million
Q3 2021

Oct 12, 2021

BUY
$146.97 - $166.98 $402,403 - $457,191
2,738 Added 2.66%
105,543 $17.3 Million
Q2 2021

Jul 20, 2021

BUY
$147.37 - $166.44 $145,012 - $163,776
984 Added 0.97%
102,805 $16 Million
Q1 2021

Apr 08, 2021

BUY
$125.65 - $157.65 $365,138 - $458,130
2,906 Added 2.94%
101,821 $15.5 Million
Q4 2020

Jan 13, 2021

BUY
$96.54 - $127.07 $350,054 - $460,755
3,626 Added 3.81%
98,915 $12.4 Million
Q3 2020

Oct 13, 2020

BUY
$91.28 - $103.82 $990,935 - $1.13 Million
10,856 Added 12.86%
95,289 $9.17 Million
Q2 2020

Jul 22, 2020

BUY
$84.03 - $113.45 $539,220 - $728,008
6,417 Added 8.23%
84,433 $7.94 Million
Q1 2020

Apr 29, 2020

SELL
$79.03 - $141.09 $23,076 - $41,198
-292 Reduced 0.37%
78,016 $7.02 Million
Q4 2019

Jan 29, 2020

SELL
$111.82 - $139.4 $139,215 - $173,553
-1,245 Reduced 1.56%
78,308 $10.9 Million
Q3 2019

Oct 15, 2019

SELL
$104.8 - $120.23 $71,159 - $81,636
-679 Reduced 0.85%
79,553 $9.36 Million
Q2 2019

Jul 26, 2019

SELL
$104.64 - $116.12 $8,789 - $9,754
-84 Reduced 0.1%
80,232 $8.97 Million
Q1 2019

Apr 16, 2019

BUY
$97.11 - $107.19 $564,694 - $623,309
5,815 Added 7.81%
80,316 $8.13 Million
Q4 2018

Apr 15, 2019

BUY
$92.14 - $115.32 $6.86 Million - $8.59 Million
74,501 New
74,501 $7.27 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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