A detailed history of Wright Investors Service Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wright Investors Service Inc holds 29,941 shares of JPM stock, worth $8 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
29,941
Previous 35,829 16.43%
Holding current value
$8 Million
Previous $7.55 Million 4.97%
% of portfolio
2.37%
Previous 2.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025

SELL
$205.18 - $250.29 $1.21 Million - $1.47 Million
-5,888 Reduced 16.43%
29,941 $7.18 Million
Q3 2024

Oct 04, 2024

SELL
$194.9 - $224.8 $1.66 Million - $1.92 Million
-8,536 Reduced 19.24%
35,829 $7.55 Million
Q2 2024

Jul 26, 2024

SELL
$180.08 - $204.79 $843,134 - $958,826
-4,682 Reduced 9.55%
44,365 $8.97 Million
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $166,254 - $199,298
-995 Reduced 1.99%
49,047 $9.82 Million
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $608,298 - $763,454
-4,483 Reduced 8.22%
50,042 $8.51 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $112,419 - $124,030
-785 Reduced 1.42%
54,525 $7.91 Million
Q2 2023

Jul 27, 2023

SELL
$127.47 - $145.44 $429,191 - $489,696
-3,367 Reduced 5.74%
55,310 $8.04 Million
Q1 2023

Apr 26, 2023

BUY
$124.91 - $143.8 $476,406 - $548,453
3,814 Added 6.95%
58,677 $7.65 Million
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $700,669 - $947,236
6,872 Added 14.32%
54,863 $0
Q3 2022

Nov 01, 2022

SELL
$20.73 - $120.58 $93,347 - $542,971
-4,503 Reduced 8.58%
47,991 $5.02 Million
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $1.45 Million - $1.75 Million
-12,899 Reduced 19.73%
52,494 $5.91 Million
Q1 2022

Apr 22, 2022

BUY
$128.3 - $168.44 $232,223 - $304,876
1,810 Added 2.85%
65,393 $8.92 Million
Q4 2021

Jan 27, 2022

BUY
$153.94 - $171.78 $1.22 Million - $1.36 Million
7,906 Added 14.2%
63,583 $10.1 Million
Q3 2021

Nov 01, 2021

BUY
$146.97 - $166.98 $326,420 - $370,862
2,221 Added 4.15%
55,677 $9.11 Million
Q2 2021

Aug 03, 2021

BUY
$147.37 - $166.44 $603,480 - $681,571
4,095 Added 8.3%
53,456 $8.32 Million
Q1 2021

Apr 29, 2021

SELL
$125.65 - $157.65 $854,922 - $1.07 Million
-6,804 Reduced 12.11%
49,361 $7.51 Million
Q4 2020

Feb 02, 2021

SELL
$96.54 - $127.07 $131,680 - $173,323
-1,364 Reduced 2.37%
56,165 $7.14 Million
Q3 2020

Nov 06, 2020

SELL
$91.28 - $103.82 $100,773 - $114,617
-1,104 Reduced 1.88%
57,529 $5.54 Million
Q2 2020

Jul 23, 2020

BUY
$84.03 - $113.45 $81,593 - $110,159
971 Added 1.68%
58,633 $5.52 Million
Q1 2020

Apr 30, 2020

BUY
$79.03 - $141.09 $58,087 - $103,701
735 Added 1.29%
57,662 $5.19 Million
Q4 2019

Jan 28, 2020

SELL
$111.82 - $139.4 $16,437 - $20,491
-147 Reduced 0.26%
56,927 $7.94 Million
Q3 2019

Nov 01, 2019

BUY
$104.8 - $120.23 $545,274 - $625,556
5,203 Added 10.03%
57,074 $6.72 Million
Q2 2019

Aug 01, 2019

SELL
$104.64 - $116.12 $1.02 Million - $1.13 Million
-9,765 Reduced 15.84%
51,871 $5.8 Million
Q1 2019

Apr 24, 2019

SELL
$97.11 - $107.19 $369,794 - $408,179
-3,808 Reduced 5.82%
61,636 $6.24 Million
Q4 2018

Feb 01, 2019

BUY
$92.14 - $115.32 $92,416 - $115,665
1,003 Added 1.56%
65,444 $6.39 Million
Q3 2018

Oct 25, 2018

BUY
$103.61 - $118.63 $138,112 - $158,133
1,333 Added 2.11%
64,441 $7.27 Million
Q2 2018

Aug 02, 2018

SELL
$103.24 - $114.29 $842,851 - $933,063
-8,164 Reduced 11.45%
63,108 $6.58 Million
Q1 2018

Apr 25, 2018

BUY
$107.01 - $118.77 $638,742 - $708,938
5,969 Added 9.14%
71,272 $7.84 Million
Q4 2017

Jan 30, 2018

BUY
$95.86 - $107.83 $689,904 - $776,052
7,197 Added 12.39%
65,303 $6.98 Million
Q3 2017

Oct 30, 2017

BUY
$88.42 - $95.51 $5.14 Million - $5.55 Million
58,106
58,106 $5.55 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 $784B
  • 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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