A detailed history of Tevis Investment Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tevis Investment Management holds 4,646 shares of JPM stock, worth $1.04 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
4,646
Previous 4,550 2.11%
Holding current value
$1.04 Million
Previous $920,000 6.41%
% of portfolio
0.73%
Previous 0.75%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $18,710 - $21,580
96 Added 2.11%
4,646 $979,000
Q2 2024

Jul 23, 2024

BUY
$180.08 - $204.79 $30,613 - $34,814
170 Added 3.88%
4,550 $920,000
Q1 2024

Apr 16, 2024

BUY
$167.09 - $200.3 $98,917 - $118,577
592 Added 15.63%
4,380 $877,000
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $513,993 - $645,096
3,788 New
3,788 $644,000
Q3 2022

Nov 07, 2022

BUY
$20.73 - $120.58 $3,213 - $18,689
155 Added 16.72%
1,082 $113,000
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $13,851 - $16,716
123 Added 15.3%
927 $105,000
Q1 2022

Aug 05, 2022

BUY
$128.3 - $168.44 $38,233 - $50,195
298 Added 58.89%
804 $108,000
Q4 2021

Aug 05, 2022

BUY
$153.94 - $171.78 $77,893 - $86,920
506 New
506 $80,000

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 $654B
  • 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
Track This Portfolio

Track Tevis Investment Management Portfolio

Follow Tevis Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tevis Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Tevis Investment Management with notifications on news.