Golden State Equity Partners Jpmorgan Chase & CO Transaction History

Golden State Equity Partners

$182 Million
Q3 2024

A detailed history of Golden State Equity Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Golden State Equity Partners holds 2,176 shares of JPM stock, worth $478,241. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,176

Previous 31,919 93.18%

Holding current value

$478,241

Previous $6.73 Million 93.19%

% of portfolio

0.25%

Previous 1.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$194.9 - $224.8 $5.8 Million - $6.69 Million	-29,743 Reduced 93.18%	2,176 $458,000
Q3 2024 Oct 25, 2024	SELL	$194.9 - $224.8 $38,395 - $44,285	-197 Reduced 0.61%	31,919 $6.73 Million
Q2 2024 Jul 29, 2024	SELL	$180.08 - $204.79 $175,397 - $199,465	-974 Reduced 2.94%	32,116 $6.5 Million
Q4 2023 Feb 02, 2024	BUY	$135.69 - $170.3 $66,759 - $83,787	492 Added 1.51%	33,090 $5.63 Million
Q3 2023 Oct 20, 2023	BUY	$143.21 - $158.0 $259,782 - $286,612	1,814 Added 5.89%	32,598 $4.73 Million
Q2 2023 Jul 19, 2023	BUY	$127.47 - $145.44 $709,243 - $809,228	5,564 Added 22.06%	30,784 $4.48 Million
Q1 2023 Jun 01, 2023	BUY	$124.91 - $143.8 $36,973 - $42,564	296 Added 1.19%	25,220 $3.29 Billion
Q1 2022 May 18, 2022	BUY	$128.3 - $168.44 $1.02 Million - $1.34 Million	7,934 Added 46.7%	24,924 $3.4 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $297,784 - $390,949	-2,321 Reduced 12.02%	16,990 $2.59 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $12,469 - $13,914	81 Added 0.42%	19,311 $3.06 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $162,254 - $184,345	1,104 Added 6.09%	19,230 $3.15 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $167,412 - $189,075	1,136 Added 6.69%	18,126 $2.82 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $29,653 - $37,205	-236 Reduced 1.37%	16,990 $2.59 Million
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $1.66 Million - $2.19 Million	17,226 New	17,226 $2.19 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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Golden State Equity Partners Jpmorgan Chase & CO Transaction History