A detailed history of Koss Olinger Consulting, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Koss Olinger Consulting, LLC holds 3,496 shares of JPM stock, worth $847,115. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,496
Previous 3,363 3.95%
Holding current value
$847,115
Previous $680,000 8.24%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 18, 2024

BUY
$194.9 - $224.8 $25,921 - $29,898
133 Added 3.95%
3,496 $736,000
Q2 2024

Aug 06, 2024

BUY
$180.08 - $204.79 $605,609 - $688,708
3,363 New
3,363 $680,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $55,361 - $69,482
408 Added 12.45%
3,685 $626,000
Q2 2023

Jul 28, 2023

SELL
$127.47 - $145.44 $12,747 - $14,544
-100 Reduced 2.96%
3,277 $476,000
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $12,491 - $14,380
100 Added 3.05%
3,377 $440,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $4,519 - $26,286
218 Added 7.13%
3,277 $342,000
Q2 2022

Jul 08, 2022

BUY
$112.61 - $135.91 $13,963 - $16,852
124 Added 4.22%
3,059 $344,000
Q1 2022

May 06, 2022

SELL
$128.3 - $168.44 $42,595 - $55,922
-332 Reduced 10.16%
2,935 $400,000
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $86,976 - $97,055
565 Added 20.91%
3,267 $517,000
Q2 2021

Aug 11, 2021

SELL
$147.37 - $166.44 $92,106 - $104,025
-625 Reduced 18.79%
2,702 $420,000
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $418,037 - $524,501
3,327 New
3,327 $506,000

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 $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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