A detailed history of Kowal Investment Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kowal Investment Group, LLC holds 10,520 shares of JPM stock, worth $2.55 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
10,520
Previous 10,319 1.95%
Holding current value
$2.55 Million
Previous $2.09 Million 6.23%
% of portfolio
0.41%
Previous 0.42%

Shares

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

Oct 16, 2024

BUY
$194.9 - $224.8 $39,174 - $45,184
201 Added 1.95%
10,520 $2.22 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $58,165 - $66,147
323 Added 3.23%
10,319 $2.09 Million
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $68,673 - $82,323
411 Added 4.29%
9,996 $2 Million
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $75,307 - $94,516
555 Added 6.15%
9,585 $1.63 Million
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $38,237 - $42,186
267 Added 3.05%
9,030 $1.31 Million
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $14,659 - $16,725
115 Added 1.33%
8,763 $1.27 Million
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $145,645 - $167,670
1,166 Added 15.58%
8,648 $1.13 Million
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $11,215 - $15,162
110 Added 1.49%
7,482 $0
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $10,551 - $61,375
509 Added 7.42%
7,372 $770,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $152,136 - $183,614
1,351 Added 24.51%
6,863 $773,000
Q1 2022

Apr 15, 2022

BUY
$128.3 - $168.44 $123,424 - $162,039
962 Added 21.14%
5,512 $751,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $37,869 - $42,257
246 Added 5.72%
4,550 $720,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $12,198 - $13,859
-83 Reduced 1.89%
4,304 $705,000
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $48,632 - $54,925
-330 Reduced 7.0%
4,387 $682,000
Q1 2021

May 12, 2021

SELL
$125.65 - $157.65 $53,903 - $67,631
-429 Reduced 8.34%
4,717 $718,000
Q4 2020

Feb 19, 2021

BUY
$96.54 - $127.07 $496,794 - $653,902
5,146 New
5,146 $722,000

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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