A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 517 shares of JPM stock, worth $125,274. This represents 0.02% of its overall portfolio holdings.

Number of Shares
517
Previous 712 27.39%
Holding current value
$125,274
Previous $144,000 25.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 09, 2024

SELL
$194.9 - $224.8 $38,005 - $43,836
-195 Reduced 27.39%
517 $108,000
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $5,848 - $7,010
-35 Reduced 4.69%
712 $142,000
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $3,527 - $4,427
-26 Reduced 3.36%
747 $127,000
Q3 2023

Oct 20, 2023

BUY
$143.21 - $158.0 $3,723 - $4,108
26 Added 3.48%
773 $112,000
Q2 2023

Jul 12, 2023

SELL
$127.47 - $145.44 $7,648 - $8,726
-60 Reduced 7.43%
747 $108,000
Q1 2023

May 05, 2023

BUY
$124.91 - $143.8 $2,498 - $2,876
20 Added 2.54%
807 $105,000
Q4 2022

Jan 23, 2023

BUY
$101.96 - $137.84 $19,576 - $26,465
192 Added 32.27%
787 $0
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $4,166 - $24,236
201 Added 51.02%
595 $62,000
Q2 2022

Aug 01, 2022

BUY
$112.61 - $135.91 $1,689 - $2,038
15 Added 3.96%
394 $44,000
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $641 - $842
5 Added 1.34%
379 $52,000
Q3 2021

Nov 01, 2021

BUY
$146.97 - $166.98 $32,627 - $37,069
222 Added 146.05%
374 $61,000
Q1 2021

May 03, 2021

SELL
$125.65 - $157.65 $1,005 - $1,261
-8 Reduced 5.0%
152 $23,000
Q4 2020

Feb 02, 2021

BUY
$96.54 - $127.07 $772 - $1,016
8 Added 5.26%
160 $20,000
Q3 2020

Nov 02, 2020

BUY
$91.28 - $103.82 $1,643 - $1,868
18 Added 13.43%
152 $15,000
Q2 2020

Aug 07, 2020

SELL
$84.03 - $113.45 $9,243 - $12,479
-110 Reduced 45.08%
134 $13,000
Q3 2017

Nov 03, 2017

BUY
$88.42 - $95.51 $21,574 - $23,304
244
244 $23,000

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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