A detailed history of Mc Broom & Associates, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mc Broom & Associates, LLC holds 36,417 shares of JPM stock, worth $8.78 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares
36,417
Previous 35,803 1.71%
Holding current value
$8.78 Million
Previous $7.24 Million 5.99%
% of portfolio
4.7%
Previous 4.54%

Shares

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

Oct 18, 2024

BUY
$194.9 - $224.8 $119,668 - $138,027
614 Added 1.71%
36,417 $7.68 Million
Q2 2024

Aug 06, 2024

BUY
$180.08 - $204.79 $216,636 - $246,362
1,203 Added 3.48%
35,803 $7.24 Million
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $66,501 - $79,719
-398 Reduced 1.14%
34,600 $6.93 Million
Q4 2023

Jan 08, 2024

SELL
$135.69 - $170.3 $62,688 - $78,678
-462 Reduced 1.3%
34,998 $5.95 Million
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $328,380 - $362,294
2,293 Added 6.91%
35,460 $5.14 Million
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $215,169 - $245,502
1,688 Added 5.36%
33,167 $4.82 Million
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $339,130 - $390,417
2,715 Added 9.44%
31,479 $4.1 Million
Q4 2022

Jan 26, 2023

SELL
$101.96 - $137.84 $39,050 - $52,792
-383 Reduced 1.31%
28,764 $0
Q3 2022

Oct 27, 2022

SELL
$20.73 - $120.58 $21,248 - $123,594
-1,025 Reduced 3.4%
29,147 $3.05 Million
Q2 2022

Jul 15, 2022

SELL
$112.61 - $135.91 $33,107 - $39,957
-294 Reduced 0.97%
30,172 $3.4 Million
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $119,447 - $156,817
-931 Reduced 2.97%
30,466 $4.15 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $4.83 Million - $5.39 Million
31,397 New
31,397 $4.97 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 $708B
  • 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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