Kohmann Bosshard Financial Services, LLC Jpmorgan Chase & CO Transaction History

Kohmann Bosshard Financial Services, LLC

$801 Million
Q3 2024

A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 4,675 shares of JPM stock, worth $1.13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,675

Previous 4,449 5.08%

Holding current value

$1.13 Million

Previous $899,000 9.57%

% of portfolio

0.12%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$194.9 - $224.8 $44,047 - $50,804	226 Added 5.08%	4,675 $985,000
Q2 2024 Jul 10, 2024	BUY	$180.08 - $204.79 $11,164 - $12,696	62 Added 1.41%	4,449 $899,000
Q1 2024 Apr 16, 2024	BUY	$167.09 - $200.3 $66,836 - $80,120	400 Added 10.03%	4,387 $878,000
Q4 2023 Jan 08, 2024	BUY	$135.69 - $170.3 $43,285 - $54,325	319 Added 8.7%	3,987 $678,000
Q3 2023 Oct 12, 2023	SELL	$143.21 - $158.0 $3,723 - $4,108	-26 Reduced 0.7%	3,668 $531,000
Q4 2022 Jan 26, 2023	BUY	$101.96 - $137.84 $20,392 - $27,568	200 Added 5.72%	3,694 $0
Q1 2022 Apr 12, 2022	BUY	$128.3 - $168.44 $188,601 - $247,606	1,470 Added 72.63%	3,494 $476,000
Q4 2021 Jan 12, 2022	BUY	$153.94 - $171.78 $1,539 - $1,717	10 Added 0.5%	2,024 $321,000
Q2 2021 Jul 13, 2021	SELL	$147.37 - $166.44 $4,273 - $4,826	-29 Reduced 1.42%	2,014 $313,000
Q4 2020 Jan 21, 2021	SELL	$96.54 - $127.07 $195,300 - $257,062	-2,023 Reduced 49.75%	2,043 $260,000
Q3 2020 Jan 07, 2021	BUY	$91.28 - $103.82 $171,971 - $195,596	1,884 Added 86.34%	4,066 $391,000
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $2,688 - $3,630	32 Added 1.49%	2,182 $206,000
Q1 2020 Apr 07, 2020	BUY	$79.03 - $141.09 $67,175 - $119,926	850 Added 65.38%	2,150 $194,000
Q2 2019 Jul 10, 2019	BUY	$104.64 - $116.12 $31,392 - $34,836	300 Added 30.0%	1,300 $145,000
Q1 2019 Apr 02, 2019	SELL	$97.11 - $107.19 $16,508 - $18,222	-170 Reduced 14.53%	1,000 $101,000
Q4 2018 Jan 15, 2019	BUY	$92.14 - $115.32 $7,463 - $9,340	81 Added 7.44%	1,170 $114,000
Q3 2018 Oct 04, 2018	SELL	$103.61 - $118.63 $6,423 - $7,355	-62 Reduced 5.39%	1,089 $123,000
Q2 2018 Jul 11, 2018	BUY	$103.24 - $114.29 $8,981 - $9,943	87 Added 8.18%	1,151 $120,000
Q3 2017 Oct 24, 2017	BUY	$88.42 - $95.51 $94,078 - $101,622	1,064	1,064 $102,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

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 ...

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Kohmann Bosshard Financial Services, LLC Jpmorgan Chase & CO Transaction History