A detailed history of Agate Pass Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 19,250 shares of JPM stock, worth $4.82 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
19,250
Previous 19,524 1.4%
Holding current value
$4.82 Million
Previous $3.95 Million 2.76%
% of portfolio
2.09%
Previous 2.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$194.9 - $224.8 $53,402 - $61,595
-274 Reduced 1.4%
19,250 $4.06 Million
Q2 2024

Jul 15, 2024

SELL
$180.08 - $204.79 $94,902 - $107,924
-527 Reduced 2.63%
19,524 $3.95 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $73,018 - $87,531
-437 Reduced 2.13%
20,051 $4.02 Million
Q4 2023

Jan 08, 2024

BUY
$135.69 - $170.3 $79,514 - $99,795
586 Added 2.94%
20,488 $3.49 Million
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $51,555 - $56,880
-360 Reduced 1.78%
19,902 $2.89 Million
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $101,083 - $115,333
793 Added 4.07%
20,262 $2.95 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $81,191 - $93,470
650 Added 3.45%
19,469 $2.54 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $26,917 - $36,389
264 Added 1.42%
18,819 $2.52 Million
Q3 2022

Oct 14, 2022

SELL
$20.73 - $120.58 $6,903 - $40,153
-333 Reduced 1.76%
18,555 $1.94 Million
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $37,386 - $45,122
332 Added 1.79%
18,888 $2.13 Million
Q1 2022

Apr 28, 2022

BUY
$128.3 - $168.44 $126,888 - $166,587
989 Added 5.63%
18,556 $2.53 Million
Q4 2021

Jan 21, 2022

BUY
$153.94 - $171.78 $2.7 Million - $3.02 Million
17,567 New
17,567 $2.78 Million

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 $734B
  • 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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