A detailed history of Roberts Glore & CO Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Roberts Glore & CO Inc holds 4,341 shares of JPM stock, worth $961,488. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,341
Previous 4,665 6.95%
Holding current value
$961,488
Previous $934,000 6.0%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Aug 14, 2024

SELL
$180.08 - $204.79 $58,345 - $66,351
-324 Reduced 6.95%
4,341 $878,000
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $111,114 - $133,199
-665 Reduced 12.48%
4,665 $934,000
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $4,070 - $5,109
-30 Reduced 0.56%
5,330 $906,000
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $31,506 - $34,760
-220 Reduced 3.94%
5,360 $777,000
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $20,395 - $23,270
-160 Reduced 2.79%
5,580 $811,000
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $9,493 - $10,928
76 Added 1.34%
5,740 $747,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $165,175 - $223,300
1,620 Added 40.06%
5,664 $759,000
Q3 2022

Nov 07, 2022

BUY
$20.73 - $120.58 $3,627 - $21,101
175 Added 4.52%
4,044 $423,000
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $31,868 - $38,462
283 Added 7.89%
3,869 $436,000
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $25,018 - $32,845
195 Added 5.75%
3,586 $489,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $73,485 - $83,490
500 Added 17.3%
3,391 $555,000
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $8,688 - $11,436
90 Added 3.21%
2,891 $367,000
Q3 2020

Nov 06, 2020

BUY
$91.28 - $103.82 $255,675 - $290,799
2,801 New
2,801 $269,000

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 $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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