Almanack Investment Partners, Llc. Jpmorgan Chase & CO Transaction History

Almanack Investment Partners, Llc.

  • $612 Million
  • Q3 2024

A detailed history of Almanack Investment Partners, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Almanack Investment Partners, Llc. holds 5,104 shares of JPM stock, worth $1.27 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,104
Previous 4,940 3.32%
Holding current value
$1.27 Million
Previous $999,000 7.61%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 31, 2024
BUY
$194.9 - $224.8 $31,963 - $36,867
164 Added 3.32%
5,104 $1.08 Million
Q2 2024

Aug 09, 2024
BUY
$180.08 - $204.79 $4,682 - $5,324
26 Added 0.53%
4,940 $999,000
Q1 2024

May 01, 2024
BUY
$167.09 - $200.3 $55,808 - $66,900
334 Added 7.29%
4,914 $984,000
Q4 2023

Feb 07, 2024
SELL
$135.69 - $170.3 $2,171 - $2,724
-16 Reduced 0.35%
4,580 $779,000
Q3 2023

Oct 05, 2023
SELL
$143.21 - $158.0 $254,197 - $280,450
-1,775 Reduced 27.86%
4,596 $666,000
Q2 2023

Aug 07, 2023
SELL
$127.47 - $145.44 $140,217 - $159,984
-1,100 Reduced 14.72%
6,371 $926,000
Q1 2023

May 08, 2023
SELL
$124.91 - $143.8 $8,119 - $9,347
-65 Reduced 0.86%
7,471 $973,000
Q4 2022

Feb 08, 2023
SELL
$101.96 - $137.84 $1.04 Million - $1.41 Million
-10,228 Reduced 57.58%
7,536 $1.01 Million
Q3 2022

Nov 14, 2022
SELL
$20.73 - $120.58 $143,969 - $837,428
-6,945 Reduced 28.11%
17,764 $1.86 Million
Q2 2022

Aug 12, 2022
BUY
$112.61 - $135.91 $202,698 - $244,638
1,800 Added 7.86%
24,709 $2.78 Million
Q1 2022

May 13, 2022
BUY
$128.3 - $168.44 $17,448 - $22,907
136 Added 0.6%
22,909 $3.12 Million
Q4 2021

Feb 11, 2022
BUY
$153.94 - $171.78 $164,715 - $183,804
1,070 Added 4.93%
22,773 $3.61 Million
Q3 2021

Nov 04, 2021
BUY
$146.97 - $166.98 $143,295 - $162,805
975 Added 4.7%
21,703 $3.55 Million
Q2 2021

Aug 04, 2021
SELL
$147.37 - $166.44 $508,721 - $574,550
-3,452 Reduced 14.28%
20,728 $3.22 Million
Q1 2021

May 11, 2021
SELL
$125.65 - $157.65 $27,768 - $34,840
-221 Reduced 0.91%
24,180 $3.68 Million
Q4 2020

Feb 03, 2021
BUY
$96.54 - $127.07 $384,132 - $505,611
3,979 Added 19.48%
24,401 $3.1 Million
Q3 2020

Nov 12, 2020
BUY
$91.28 - $103.82 $228,017 - $259,342
2,498 Added 13.94%
20,422 $2.38 Million
Q2 2020

Aug 10, 2020
SELL
$84.03 - $113.45 $318,977 - $430,656
-3,796 Reduced 17.48%
17,924 $1.69 Million
Q1 2020

May 13, 2020
BUY
$79.03 - $141.09 $376,973 - $672,999
4,770 Added 28.14%
21,720 $1.96 Million
Q4 2019

Feb 10, 2020
SELL
$111.82 - $139.4 $112,602 - $140,375
-1,007 Reduced 5.61%
16,950 $2.36 Million
Q3 2019

Nov 08, 2019
SELL
$104.8 - $120.23 $55,334 - $63,481
-528 Reduced 2.86%
17,957 $2.11 Million
Q2 2019

Jul 31, 2019
BUY
$104.64 - $116.12 $236,381 - $262,315
2,259 Added 13.92%
18,485 $0
Q1 2019

May 15, 2019
BUY
$97.11 - $107.19 $138,673 - $153,067
1,428 Added 9.65%
16,226 $1.64 Million
Q4 2018

Jan 25, 2019
SELL
$92.14 - $115.32 $17,967 - $22,487
-195 Reduced 1.3%
14,798 $1.45 Million
Q3 2018

Nov 13, 2018
BUY
$103.61 - $118.63 $927,516 - $1.06 Million
8,952 Added 148.19%
14,993 $1.67 Million
Q2 2018

Aug 15, 2018
SELL
$103.24 - $114.29 $8,568 - $9,486
-83 Reduced 1.36%
6,041 $630,000
Q1 2018

May 15, 2018
BUY
$107.01 - $118.77 $134,083 - $148,818
1,253 Added 25.72%
6,124 $673,000
Q4 2017

Feb 13, 2018
BUY
$95.86 - $107.83 $304,643 - $342,683
3,178 Added 187.71%
4,871 $521,000
Q3 2017

Nov 13, 2017
BUY
$88.42 - $95.51 $149,695 - $161,698
1,693
1,693 $162,000

Others Institutions Holding JPM

# of Institutions
4,615
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $733B
  • 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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