A detailed history of Aldebaran Financial Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aldebaran Financial Inc. holds 10,678 shares of JPM stock, worth $2.26 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
10,678
Previous 10,075 5.99%
Holding current value
$2.26 Million
Previous $2.02 Million 6.99%
% of portfolio
3.01%
Previous 3.04%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 22, 2024

BUY
$180.08 - $204.79 $108,588 - $123,488
603 Added 5.99%
10,678 $2.16 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $26,734 - $32,048
-160 Reduced 1.56%
10,075 $2.02 Million
Q4 2023

Feb 01, 2024

SELL
$135.69 - $170.3 $38,807 - $48,705
-286 Reduced 2.72%
10,235 $1.74 Million
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $56,711 - $62,568
-396 Reduced 3.63%
10,521 $1.53 Million
Q2 2023

Jul 25, 2023

SELL
$127.47 - $145.44 $202,804 - $231,395
-1,591 Reduced 12.72%
10,917 $1.59 Million
Q1 2023

Apr 24, 2023

SELL
$124.91 - $143.8 $599,568 - $690,240
-4,800 Reduced 27.73%
12,508 $1.63 Million
Q4 2022

Mar 06, 2023

SELL
$101.96 - $137.84 $1,529 - $2,067
-15 Reduced 0.09%
17,308 $2.32 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $6,260 - $36,415
-302 Reduced 1.71%
17,323 $1.83 Million
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $332,537 - $401,342
-2,953 Reduced 14.35%
17,625 $1.97 Million
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $169,869 - $223,014
1,324 Added 6.88%
20,578 $2.81 Million
Q4 2021

Feb 16, 2022

BUY
$153.94 - $171.78 $86,052 - $96,025
559 Added 2.99%
19,254 $3.05 Million
Q3 2021

Oct 21, 2021

BUY
$146.97 - $166.98 $97,441 - $110,707
663 Added 3.68%
18,695 $3.06 Million
Q2 2021

Jul 16, 2021

BUY
$147.37 - $166.44 $40,379 - $45,604
274 Added 1.54%
18,032 $2.82 Million
Q1 2021

May 03, 2021

SELL
$125.65 - $157.65 $39,705 - $49,817
-316 Reduced 1.75%
17,758 $2.7 Million
Q4 2020

Feb 05, 2021

BUY
$96.54 - $127.07 $49,235 - $64,805
510 Added 2.9%
18,074 $2.3 Million
Q3 2020

Oct 19, 2020

BUY
$91.28 - $103.82 $829,917 - $943,931
9,092 Added 107.32%
17,564 $1.69 Million
Q2 2020

Jul 20, 2020

SELL
$84.03 - $113.45 $124,364 - $167,906
-1,480 Reduced 14.87%
8,472 $797,000
Q1 2020

Apr 24, 2020

BUY
$79.03 - $141.09 $57,217 - $102,149
724 Added 7.85%
9,952 $896,000
Q4 2019

Feb 10, 2020

SELL
$111.82 - $139.4 $124,791 - $155,570
-1,116 Reduced 10.79%
9,228 $1.29 Million
Q3 2019

Oct 21, 2019

BUY
$104.8 - $120.23 $62,251 - $71,416
594 Added 6.09%
10,344 $1.2 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $423,687 - $470,169
4,049 Added 71.02%
9,750 $1.09 Million
Q1 2019

Apr 23, 2019

SELL
$97.11 - $107.19 $9,225 - $10,183
-95 Reduced 1.64%
5,701 $577,000
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $36,487 - $45,666
-396 Reduced 6.4%
5,796 $566,000
Q3 2018

Nov 08, 2018

BUY
$103.61 - $118.63 $3,419 - $3,914
33 Added 0.54%
6,192 $699,000
Q2 2018

Aug 10, 2018

BUY
$103.24 - $114.29 $15,795 - $17,486
153 Added 2.55%
6,159 $642,000
Q1 2018

Apr 24, 2018

BUY
$107.01 - $118.77 $321 - $356
3 Added 0.05%
6,006 $660,000
Q4 2017

Mar 02, 2018

BUY
$95.86 - $107.83 $30,866 - $34,721
322 Added 5.67%
6,003 $642,000
Q3 2017

Nov 17, 2017

BUY
$88.42 - $95.51 $9,107 - $9,837
103 Added 1.85%
5,681 $543,000
Q2 2017

Aug 28, 2017

BUY
N/A
5,578
5,578 $510,000

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 $620B
  • 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
Track This Portfolio

Track Aldebaran Financial Inc. Portfolio

Follow Aldebaran Financial Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aldebaran Financial Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aldebaran Financial Inc. with notifications on news.