A detailed history of Samalin Investment Counsel, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 8,663 shares of JPM stock, worth $2.11 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
8,663
Previous 8,743 0.92%
Holding current value
$2.11 Million
Previous $1.77 Million 3.22%
% of portfolio
0.82%
Previous 0.86%

Shares

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

Nov 13, 2024

SELL
$194.9 - $224.8 $15,592 - $17,984
-80 Reduced 0.92%
8,663 $1.83 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $44,119 - $50,173
-245 Reduced 2.73%
8,743 $1.77 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $92,066 - $110,365
-551 Reduced 5.78%
8,988 $1.8 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $16,825 - $21,117
-124 Reduced 1.28%
9,539 $1.62 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $77,619 - $85,636
-542 Reduced 5.31%
9,663 $1.4 Million
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $134,098 - $153,002
-1,052 Reduced 9.35%
10,205 $1.48 Million
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $1,498 - $1,725
12 Added 0.11%
11,257 $1.47 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $249,496 - $337,294
2,447 Added 27.81%
11,245 $1.51 Million
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $2,570 - $14,951
-124 Reduced 1.39%
8,798 $919,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $32,882 - $39,685
292 Added 3.38%
8,922 $1.01 Million
Q1 2022

Oct 13, 2022

SELL
$128.3 - $168.44 $58,248 - $76,471
-454 Reduced 5.0%
8,630 $1.18 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $58,248 - $76,471
-454 Reduced 5.0%
8,630 $1.18 Billion
Q4 2021

Oct 13, 2022

BUY
$153.94 - $171.78 $184,266 - $205,620
1,197 Added 15.18%
9,084 $1.44 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $184,266 - $205,620
1,197 Added 15.18%
9,084 $1.44 Billion
Q3 2021

Oct 13, 2022

SELL
$146.97 - $166.98 $13,962 - $15,863
-95 Reduced 1.19%
7,887 $1.29 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $13,962 - $15,863
-95 Reduced 1.19%
7,887 $1.29 Billion
Q2 2021

Oct 13, 2022

BUY
$147.37 - $166.44 $115,538 - $130,488
784 Added 10.89%
7,982 $1.24 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $19,010 - $21,470
129 Added 1.64%
7,982 $1.24 Million
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $82,300 - $103,260
655 Added 9.1%
7,853 $1.2 Million
Q4 2020

Oct 13, 2022

SELL
$96.54 - $127.07 $3,668 - $4,828
-38 Reduced 0.53%
7,198 $915,000
Q4 2020

Feb 09, 2021

SELL
$96.54 - $127.07 $3,668 - $4,828
-38 Reduced 0.53%
7,198 $915 Million
Q3 2020

Oct 13, 2022

SELL
$91.28 - $103.82 $153,898 - $175,040
-1,686 Reduced 18.9%
7,236 $697,000
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $33,864 - $38,517
371 Added 5.4%
7,236 $696,000
Q2 2020

Aug 05, 2020

SELL
$84.03 - $113.45 $174,950 - $236,202
-2,082 Reduced 23.27%
6,865 $645,000
Q1 2020

May 04, 2020

BUY
$79.03 - $141.09 $133,560 - $238,442
1,690 Added 23.29%
8,947 $805,000
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $811,477 - $1.01 Million
7,257 New
7,257 $1.01 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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