Accuvest Global Advisors Jpmorgan Chase & CO Transaction History

Accuvest Global Advisors

$113 Million
Q3 2024

A detailed history of Accuvest Global Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Accuvest Global Advisors holds 6,914 shares of JPM stock, worth $1.64 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

6,914

Holding current value

$1.64 Million

% of portfolio

1.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $1.35 Million - $1.55 Million	6,914 New	6,914 $1.46 Million
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

4,616

Shares Held

1.95B

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 $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 ...

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Accuvest Global Advisors Jpmorgan Chase & CO Transaction History