A detailed history of Nvest Financial, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Nvest Financial, LLC holds 17,568 shares of JPM stock, worth $4.27 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
17,568
Previous 17,782 1.2%
Holding current value
$4.27 Million
Previous $3.6 Million 2.95%
% of portfolio
2.19%
Previous 2.28%

Shares

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

Oct 09, 2024

SELL
$194.9 - $224.8 $41,708 - $48,107
-214 Reduced 1.2%
17,568 $3.7 Million
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $3,061 - $3,481
17 Added 0.1%
17,782 $3.6 Million
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $88,056 - $105,558
527 Added 3.06%
17,765 $3.56 Million
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $128,091 - $160,763
944 Added 5.79%
17,238 $2.93 Million
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $61,723 - $68,098
431 Added 2.72%
16,294 $2.36 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $192,352 - $219,468
1,509 Added 10.51%
15,863 $2.31 Million
Q1 2023

Apr 14, 2023

BUY
$124.91 - $143.8 $89,810 - $103,392
719 Added 5.27%
14,354 $1.87 Million
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $63,215 - $85,460
620 Added 4.76%
13,635 $0
Q3 2022

Oct 13, 2022

BUY
$20.73 - $120.58 $4,477 - $26,045
216 Added 1.69%
13,015 $1.36 Million
Q2 2022

Jul 13, 2022

SELL
$112.61 - $135.91 $16,666 - $20,114
-148 Reduced 1.14%
12,799 $1.44 Million
Q1 2022

Apr 26, 2022

BUY
$128.3 - $168.44 $1.66 Million - $2.18 Million
12,947 New
12,947 $1.77 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 $713B
  • 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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