Ackerman Capital Advisors, LLC Jpmorgan Chase & CO Transaction History

Ackerman Capital Advisors, LLC

$386 Million
Q3 2024

A detailed history of Ackerman Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ackerman Capital Advisors, LLC holds 3,127 shares of JPM stock, worth $697,133. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,127

Previous 3,127 -0.0%

Holding current value

$697,133

Previous $632,000 4.27%

% of portfolio

0.17%

Previous 0.17%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$167.09 - $200.3 $23,392 - $28,042	140 Added 4.69%	3,127 $626,000
Q2 2023 Jul 21, 2023	SELL	$127.47 - $145.44 $13,766 - $15,707	-108 Reduced 3.49%	2,987 $434,000
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $13,490 - $15,530	108 Added 3.62%	3,095 $403,000
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $881 - $1,001	6 Added 0.2%	2,987 $489,000
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $368,425 - $416,100	-2,500 Reduced 45.61%	2,981 $464,000
Q1 2021 Apr 29, 2021	BUY	$125.65 - $157.65 $314,125 - $394,125	2,500 Added 83.86%	5,481 $834,000
Q4 2020 Feb 01, 2021	SELL	$96.54 - $127.07 $289,620 - $381,210	-3,000 Reduced 50.16%	2,981 $379,000
Q2 2020 Aug 20, 2020	SELL	$84.03 - $113.45 $25,209 - $34,035	-300 Reduced 4.78%	5,981 $563,000
Q1 2020 Aug 14, 2020	BUY	$79.03 - $141.09 $85,747 - $153,082	1,085 Added 20.88%	6,281 $565,000
Q4 2019 Feb 28, 2020	BUY	$111.82 - $139.4 $581,016 - $724,322	5,196 New	5,196 $724,000
Q4 2019 Jan 17, 2020	SELL	$111.82 - $139.4 $650,121 - $810,471	-5,814 Closed	0 $0
Q3 2019 Oct 09, 2019	BUY	$104.8 - $120.23 $28,400 - $32,582	271 Added 4.89%	5,814 $684,000
Q2 2019 Jul 23, 2019	BUY	$104.64 - $116.12 $58,389 - $64,794	558 Added 11.19%	5,543 $620,000
Q1 2019 Apr 26, 2019	BUY	$97.11 - $107.19 $54,478 - $60,133	561 Added 12.68%	4,985 $505,000
Q4 2018 Jan 29, 2019	BUY	$92.14 - $115.32 $407,627 - $510,175	4,424 New	4,424 $432,000
Q3 2018 Jan 07, 2019	SELL	$103.61 - $118.63 $446,869 - $511,651	-4,313 Closed	0 $0
Q1 2018 Apr 11, 2018	BUY	$107.01 - $118.77 $14,660 - $16,271	137 Added 3.28%	4,313 $461,000
Q4 2017 Feb 22, 2018	BUY	$95.86 - $107.83 $671 - $754	7 Added 0.17%	4,176 $399,000
Q2 2017 Aug 15, 2017	BUY	N/A	4,169	4,169 $381,000

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26.1M

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 $654B
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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Ackerman Capital Advisors, LLC Jpmorgan Chase & CO Transaction History