A detailed history of Morningstar Investment Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Morningstar Investment Management LLC holds 15,944 shares of JPM stock, worth $3.53 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
15,944
Previous 18,631 14.42%
Holding current value
$3.53 Million
Previous $3.73 Million 13.59%
% of portfolio
0.34%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $483,874 - $550,270
-2,687 Reduced 14.42%
15,944 $3.23 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $113,621 - $136,204
680 Added 3.79%
18,631 $3.73 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $2.44 Million - $3.06 Million
17,951 New
17,951 $3.05 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 $650B
  • 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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