A detailed history of Advent Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Advent Capital Management holds 15,000 shares of JPM stock, worth $3.07 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares
15,000
Previous 20,000 25.0%
Holding current value
$3.07 Million
Previous $3.4 Million 11.7%
% of portfolio
4.23%
Previous 4.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $835,450 - $1 Million
-5,000 Reduced 25.0%
15,000 $3 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $2.71 Million - $3.41 Million
20,000 New
20,000 $3.4 Million
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $5,067 - $6,342
-55 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $5,698 - $6,524
55 New
55 $6,000

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 $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
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