Accredited Investors Inc. Jpmorgan Chase & CO Transaction History

Accredited Investors Inc.

$1.68 Billion
Q3 2024

A detailed history of Accredited Investors Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Accredited Investors Inc. holds 20,801 shares of JPM stock, worth $5.17 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

20,801

Previous 3,824 443.96%

Holding current value

$5.17 Million

Previous $806,000 443.92%

% of portfolio

0.26%

Previous 0.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$194.9 - $224.8 $3.31 Million - $3.82 Million	16,977 Added 443.96%	20,801 $4.38 Million
Q3 2024 Nov 05, 2024	SELL	$194.9 - $224.8 $2.02 Million - $2.33 Million	-10,350 Reduced 73.02%	3,824 $806,000
Q2 2024 Jul 19, 2024	BUY	$180.08 - $204.79 $120,113 - $136,594	667 Added 4.94%	14,174 $2.87 Million
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $48,289 - $57,886	289 Added 2.19%	13,507 $2.71 Million
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $2,713 - $3,406	20 Added 0.15%	13,218 $2.25 Million
Q3 2023 Nov 07, 2023	SELL	$143.21 - $158.0 $69,170 - $76,314	-483 Reduced 3.53%	13,198 $1.91 Million
Q2 2023 Aug 03, 2023	BUY	$127.47 - $145.44 $14,531 - $16,580	114 Added 0.84%	13,681 $1.99 Million
Q1 2023 Apr 24, 2023	SELL	$124.91 - $143.8 $10,742 - $12,366	-86 Reduced 0.63%	13,567 $1.77 Million
Q4 2022 Feb 07, 2023	SELL	$101.96 - $137.84 $1,631 - $2,205	-16 Reduced 0.12%	13,653 $1.83 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $2,757 - $16,037	133 Added 0.98%	13,669 $1.43 Million
Q2 2022 Jul 21, 2022	SELL	$112.61 - $135.91 $20,607 - $24,871	-183 Reduced 1.33%	13,536 $1.52 Million
Q1 2022 May 06, 2022	BUY	$128.3 - $168.44 $9,494 - $12,464	74 Added 0.54%	13,719 $1.87 Million
Q4 2021 Jan 31, 2022	SELL	$153.94 - $171.78 $20,781 - $23,190	-135 Reduced 0.98%	13,645 $2.16 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $16,754 - $19,035	-114 Reduced 0.82%	13,780 $2.26 Million
Q2 2021 Jul 30, 2021	BUY	$147.37 - $166.44 $5,452 - $6,158	37 Added 0.27%	13,894 $2.16 Million
Q1 2021 Apr 16, 2021	SELL	$125.65 - $157.65 $49,254 - $61,798	-392 Reduced 2.75%	13,857 $2.11 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $18,149 - $23,889	188 Added 1.34%	14,249 $1.81 Million
Q3 2020 Nov 05, 2020	SELL	$91.28 - $103.82 $69,829 - $79,422	-765 Reduced 5.16%	14,061 $1.35 Million
Q2 2020 Jul 29, 2020	SELL	$84.03 - $113.45 $67,308 - $90,873	-801 Reduced 5.13%	14,826 $1.39 Million
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $201,605 - $359,920	2,551 Added 19.51%	15,627 $1.41 Million
Q4 2019 Jan 23, 2020	BUY	$111.82 - $139.4 $57,251 - $71,372	512 Added 4.08%	13,076 $1.82 Million
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $51,037 - $58,552	487 Added 4.03%	12,564 $1.48 Million
Q2 2019 Aug 13, 2019	BUY	$104.64 - $116.12 $1,360 - $1,509	13 Added 0.11%	12,077 $0
Q1 2019 Apr 17, 2019	BUY	$97.11 - $107.19 $1,553 - $1,715	16 Added 0.13%	12,064 $1.22 Million
Q4 2018 Feb 13, 2019	BUY	$92.14 - $115.32 $54,915 - $68,730	596 Added 5.2%	12,048 $1.18 Million
Q3 2018 Oct 23, 2018	SELL	$103.61 - $118.63 $187,637 - $214,838	-1,811 Reduced 13.65%	11,452 $1.29 Million
Q2 2018 Jul 31, 2018	SELL	$103.24 - $114.29 $94,464 - $104,575	-915 Reduced 6.45%	13,263 $1.38 Million
Q1 2018 Apr 18, 2018	SELL	$107.01 - $118.77 $133,869 - $148,581	-1,251 Reduced 8.11%	14,178 $1.56 Million
Q4 2017 Jan 17, 2018	BUY	$95.86 - $107.83 $7,572 - $8,518	79 Added 0.51%	15,429 $1.65 Million
Q3 2017 Oct 30, 2017	BUY	$88.42 - $95.51 $1.36 Million - $1.47 Million	15,350	15,350 $1.47 Million

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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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Accredited Investors Inc. Jpmorgan Chase & CO Transaction History