Ahrens Investment Partners LLC Jpmorgan Chase & CO Transaction History

Ahrens Investment Partners LLC

$200 Million
Q1 2023

A detailed history of Ahrens Investment Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ahrens Investment Partners LLC holds 10,307 shares of JPM stock, worth $2.49 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

10,307

Previous 12,013 14.2%

Holding current value

$2.49 Million

Previous $1.61 Million 16.64%

% of portfolio

0.67%

Previous 0.73%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 21, 2023	SELL	$124.91 - $143.8 $213,096 - $245,322	-1,706 Reduced 14.2%	10,307 $1.34 Million
Q4 2022 Feb 08, 2023	SELL	$101.96 - $137.84 $243,378 - $329,024	-2,387 Reduced 16.58%	12,013 $1.61 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $22,803 - $132,638	1,100 Added 8.27%	14,400 $1.51 Million
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $24,436 - $29,492	217 Added 1.66%	13,300 $1.5 Million
Q1 2022 Apr 28, 2022	BUY	$128.3 - $168.44 $35,282 - $46,321	275 Added 2.15%	13,083 $1.78 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $58,497 - $65,276	380 Added 3.06%	12,808 $2.03 Million
Q3 2021 Oct 28, 2021	BUY	$146.97 - $166.98 $90,680 - $103,026	617 Added 5.22%	12,428 $2.03 Million
Q2 2021 Jul 27, 2021	BUY	$147.37 - $166.44 $201,749 - $227,856	1,369 Added 13.11%	11,811 $1.84 Million
Q1 2021 May 05, 2021	BUY	$125.65 - $157.65 $7,287 - $9,143	58 Added 0.56%	10,442 $1.59 Million
Q4 2020 Feb 02, 2021	BUY	$96.54 - $127.07 $19,211 - $25,286	199 Added 1.95%	10,384 $1.32 Million
Q3 2020 Nov 12, 2020	SELL	$91.28 - $103.82 $104,789 - $119,185	-1,148 Reduced 10.13%	10,185 $981,000
Q2 2020 Jul 15, 2020	BUY	$84.03 - $113.45 $1,092 - $1,474	13 Added 0.11%	11,333 $1.07 Million
Q1 2020 Apr 24, 2020	BUY	$79.03 - $141.09 $3,003 - $5,361	38 Added 0.34%	11,320 $1.02 Million
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $22,811 - $28,437	204 Added 1.84%	11,282 $1.57 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $9,746 - $11,181	93 Added 0.85%	11,078 $1.3 Million
Q2 2019 Aug 05, 2019	BUY	$104.64 - $116.12 $2,406 - $2,670	23 Added 0.21%	10,985 $1.23 Million
Q1 2019 May 02, 2019	BUY	$97.11 - $107.19 $171,884 - $189,726	1,770 Added 19.26%	10,962 $1.11 Million
Q4 2018 Feb 11, 2019	SELL	$92.14 - $115.32 $1,289 - $1,614	-14 Reduced 0.15%	9,192 $897,000
Q3 2018 Nov 09, 2018	SELL	$103.61 - $118.63 $9,946 - $11,388	-96 Reduced 1.03%	9,206 $1.04 Million
Q2 2018 Aug 10, 2018	SELL	$103.24 - $114.29 $5,781 - $6,400	-56 Reduced 0.6%	9,302 $969,000
Q1 2018 May 16, 2018	SELL	$107.01 - $118.77 $4,387 - $4,869	-41 Reduced 0.44%	9,358 $1.03 Million
Q4 2017 Feb 08, 2018	BUY	$95.86 - $107.83 $9,873 - $11,106	103 Added 1.11%	9,399 $1.01 Million
Q3 2017 Oct 19, 2017	BUY	$88.42 - $95.51 $19,806 - $21,394	224 Added 2.47%	9,296 $888,000
Q2 2017 Aug 14, 2017	SELL	N/A	-994 Reduced 9.87%	9,072 $829,000
Q1 2017 Aug 22, 2017	BUY	N/A	215 Added 2.18%	10,066 $884,000
Q4 2016 Aug 23, 2017	BUY	N/A	9,851	9,851 $850,000

Others Institutions Holding JPM

# of Institutions

4,600

Shares Held

1.96B

Call Options Held

27.1M

Put Options Held

34.1M

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 $709B
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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Ahrens Investment Partners LLC Jpmorgan Chase & CO Transaction History