A detailed history of Rockingstone Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rockingstone Advisors LLC holds 14,264 shares of JPM stock, worth $3.4 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
14,264
Previous 14,129 0.96%
Holding current value
$3.4 Million
Previous $2.86 Billion 5.25%
% of portfolio
1.48%
Previous 1.47%

Shares

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

Oct 08, 2024

BUY
$194.9 - $224.8 $26,311 - $30,348
135 Added 0.96%
14,264 $3.01 Billion
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $38,357 - $43,620
213 Added 1.53%
14,129 $2.86 Billion
Q1 2024

Jul 09, 2024

SELL
$167.09 - $200.3 $6,683 - $8,012
-40 Reduced 0.29%
13,916 $2.79 Billion
Q4 2023

Jul 09, 2024

SELL
$135.69 - $170.3 $37,043 - $46,491
-273 Reduced 1.92%
13,956 $2.37 Billion
Q3 2023

Jul 09, 2024

BUY
$143.21 - $158.0 $71,032 - $78,368
496 Added 3.61%
14,229 $2.06 Billion
Q2 2023

Jul 09, 2024

SELL
$127.47 - $145.44 $9,560 - $10,908
-75 Reduced 0.54%
13,733 $2 Billion
Q1 2023

Jul 09, 2024

BUY
$124.91 - $143.8 $41,095 - $47,310
329 Added 2.44%
13,808 $1.8 Billion
Q4 2022

Jul 09, 2024

BUY
$101.96 - $137.84 $1.37 Million - $1.86 Million
13,479 New
13,479 $1.81 Billion

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 $699B
  • 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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