Financial Partners Capital Management LLC Jpmorgan Chase & CO Transaction History

Financial Partners Capital Management LLC

$449 Billion
Q4 2022

A detailed history of Financial Partners Capital Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Partners Capital Management LLC holds 120,133 shares of JPM stock, worth $30 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

120,133

Previous 119,037 0.92%

Holding current value

$30 Million

Previous $11.2 Million 143776.28%

% of portfolio

3.59%

Previous 3.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $111,748 - $151,072	1,096 Added 0.92%	120,133 $16.1 Billion
Q3 2022 Feb 27, 2023	BUY	$20.73 - $120.58 $767 - $4,461	37 Added 0.03%	120,378 $12.6 Million
Q2 2022 Feb 27, 2023	BUY	$112.61 - $135.91 $90,088 - $108,728	800 Added 0.67%	120,341 $13.6 Million
Q1 2022 Feb 27, 2023	SELL	$128.3 - $168.44 $75,953 - $99,716	-592 Reduced 0.49%	119,541 $16.3 Million
Q4 2021 Feb 27, 2023	SELL	$153.94 - $171.78 $220,903 - $246,504	-1,435 Reduced 1.2%	117,888 $18.7 Million
Q3 2021 Feb 27, 2023	SELL	$146.97 - $166.98 $213,106 - $242,120	-1,450 Reduced 1.2%	119,323 $19.5 Million
Q2 2021 Feb 27, 2023	SELL	$147.37 - $166.44 $53,053 - $59,918	-360 Reduced 0.3%	120,773 $18.8 Million
Q1 2021 Feb 27, 2023	BUY	$125.65 - $157.65 $125,650 - $157,650	1,000 Added 0.83%	121,133 $18.4 Million
Q4 2020 Feb 28, 2023	BUY	$96.54 - $127.07 $103,587 - $136,346	1,073 Added 0.9%	120,960 $15.4 Million
Q3 2020 Feb 28, 2023	BUY	$91.28 - $103.82 $129,800 - $147,632	1,422 Added 1.2%	119,887 $11.5 Million
Q2 2020 Aug 12, 2020	SELL	$84.03 - $113.45 $9.79 Million - $13.2 Million	-116,518 Closed	0 $0
Q1 2020 Feb 28, 2023	SELL	$79.03 - $141.09 $131,822 - $235,338	-1,668 Reduced 1.39%	118,465 $10.7 Million
Q4 2018 Feb 19, 2019	BUY	$92.14 - $115.32 $223,900 - $280,227	2,430 Added 2.13%	116,518 $11.4 Million
Q3 2018 Feb 19, 2019	BUY	$103.61 - $118.63 $40,407 - $46,265	390 Added 0.34%	114,088 $12.9 Million
Q2 2018 Feb 19, 2019	SELL	$103.24 - $114.29 $143,606 - $158,977	-1,391 Reduced 1.21%	113,698 $11.8 Million
Q1 2018 May 18, 2018	SELL	$107.01 - $118.77 $644,200 - $714,995	-6,020 Reduced 4.97%	115,089 $12.7 Million
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $11.6 Million - $13.1 Million	121,109	121,109 $13 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
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 ...

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Financial Partners Capital Management LLC Jpmorgan Chase & CO Transaction History