Accuvest Global Advisors Jpmorgan Chase & CO Transaction History

Accuvest Global Advisors

$188 Million
Q1 2024

A detailed history of Accuvest Global Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Accuvest Global Advisors holds 8,428 shares of JPM stock, worth $1.73 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

8,428

Previous 6,226 35.37%

Holding current value

$1.73 Million

Previous $1.06 Million 59.4%

% of portfolio

0.9%

Previous 1.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $367,932 - $441,060	2,202 Added 35.37%	8,428 $1.69 Million
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $580,617 - $728,713	-4,279 Reduced 40.73%	6,226 $1.06 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $122,444 - $135,090	855 Added 8.86%	10,505 $1.52 Million
Q2 2023 Aug 11, 2023	SELL	$127.47 - $145.44 $436,074 - $497,550	-3,421 Reduced 26.17%	9,650 $1.4 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $1.06 Million - $1.22 Million	-8,515 Reduced 39.45%	13,071 $1.7 Million

Q4 2022 Jan 12, 2023	BUY	$101.96 - $137.84 $1.07 Million - $1.44 Million	10,474 Added 94.26%	21,586 $0
Q3 2022 Oct 20, 2022	BUY	$20.73 - $120.58 $22,989 - $133,723	1,109 Added 11.09%	11,112 $1.16 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $551,113 - $665,143	4,894 Added 95.79%	10,003 $1.13 Million
Q1 2022 May 06, 2022	BUY	$128.3 - $168.44 $112,262 - $147,385	875 Added 20.67%	5,109 $696,000
Q4 2021 Jan 28, 2022	BUY	$153.94 - $171.78 $181,803 - $202,872	1,181 Added 38.68%	4,234 $670,000
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $91,268 - $103,694	621 Added 25.53%	3,053 $507,000
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $42,147 - $47,601	-286 Reduced 10.52%	2,432 $378,000
Q1 2021 Aug 16, 2021	BUY	$125.65 - $157.65 $255,572 - $320,660	2,034 Added 297.37%	2,718 $414,000
Q4 2020 Jan 29, 2021	SELL	$96.54 - $127.07 $244,825 - $322,249	-2,536 Reduced 78.76%	684 $87,000
Q3 2020 Oct 30, 2020	SELL	$91.28 - $103.82 $402,362 - $457,638	-4,408 Reduced 57.79%	3,220 $310,000
Q2 2020 Jul 15, 2020	SELL	$84.03 - $113.45 $31,931 - $43,111	-380 Reduced 4.75%	7,628 $717,000
Q1 2020 Apr 23, 2020	BUY	$79.03 - $141.09 $625,285 - $1.12 Million	7,912 Added 8241.67%	8,008 $721,000
Q4 2019 Jan 29, 2020	BUY	$111.82 - $139.4 $10,734 - $13,382	96 New	96 $13,000
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $393,806 - $492,877	-4,274 Closed	0 $0
Q3 2018 Oct 31, 2018	BUY	$103.61 - $118.63 $442,829 - $507,024	4,274 New	4,274 $482,000

Others Institutions Holding JPM

# of Institutions

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $601B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accuvest Global Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Accuvest Global Advisors with notifications on news.

Account

Accuvest Global Advisors Jpmorgan Chase & CO Transaction History