A detailed history of Applied Finance Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Applied Finance Capital Management, LLC holds 198,456 shares of JPM stock, worth $47.2 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
198,456
Previous 205,931 3.63%
Holding current value
$47.2 Million
Previous $41.7 Billion 0.47%
% of portfolio
1.79%
Previous 1.93%

Shares

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

Nov 01, 2024

SELL
$194.9 - $224.8 $1.46 Million - $1.68 Million
-7,475 Reduced 3.63%
198,456 $41.8 Billion
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $9.51 Million - $10.8 Million
52,823 Added 34.5%
205,931 $41.7 Billion
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $2.58 Million - $3.09 Million
15,424 Added 11.2%
153,108 $30.7 Billion
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $1.79 Million - $2.25 Million
13,184 Added 10.59%
137,684 $23.4 Billion
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $726,504 - $801,534
5,073 Added 4.25%
124,500 $18.1 Billion
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $989,422 - $1.13 Million
7,762 Added 6.95%
119,427 $17.4 Billion
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $69,699 - $80,240
558 Added 0.5%
111,665 $14.6 Billion
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $11.3 Million - $15.3 Million
111,107 New
111,107 $14.9 Billion

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 $697B
  • 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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