A detailed history of Richard C. Young & Co., Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Richard C. Young & Co., Ltd. holds 70,442 shares of JPM stock, worth $21.2 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
70,442
Previous 71,490 1.47%
Holding current value
$21.2 Million
Previous $20.7 Million 7.21%
% of portfolio
2.17%
Previous 2.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$282.78 - $316.06 $296,353 - $331,230
-1,048 Reduced 1.47%
70,442 $22.2 Million
Q2 2025

Aug 07, 2025

BUY
$210.28 - $289.91 $40,163 - $55,372
191 Added 0.27%
71,490 $20.7 Million
Q1 2025

May 02, 2025

BUY
$225.19 - $279.95 $11,034 - $13,717
49 Added 0.07%
71,299 $17.5 Million
Q4 2024

Jan 28, 2025

BUY
$205.18 - $250.29 $3.88 Million - $4.73 Million
18,901 Added 36.11%
71,250 $17.1 Million
Q3 2024

Nov 07, 2024

BUY
$194.9 - $224.8 $382,004 - $440,608
1,960 Added 3.89%
52,349 $11 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $443,537 - $504,397
2,463 Added 5.14%
50,389 $10.2 Million
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $8.01 Million - $9.6 Million
47,926 New
47,926 $9.6 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 $881B
  • 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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