A detailed history of Alpine Woods Capital Investors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alpine Woods Capital Investors, LLC holds 82,086 shares of JPM stock, worth $17 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
82,086
Previous 78,539 4.52%
Holding current value
$17 Million
Previous $15.7 Million 5.54%
% of portfolio
2.3%
Previous 3.07%

Shares

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

Aug 06, 2024

BUY
$180.08 - $204.79 $638,743 - $726,390
3,547 Added 4.52%
82,086 $16.6 Million
Q1 2024

May 01, 2024

SELL
$167.09 - $200.3 $8.95 Million - $10.7 Million
-53,546 Reduced 40.54%
78,539 $15.7 Million
Q4 2023

Jan 24, 2024

SELL
$135.69 - $170.3 $507,073 - $636,411
-3,737 Reduced 2.75%
132,085 $22.5 Million
Q3 2023

Nov 08, 2023

SELL
$143.21 - $158.0 $477,605 - $526,930
-3,335 Reduced 2.4%
135,822 $19.7 Million
Q2 2023

Aug 02, 2023

SELL
$127.47 - $145.44 $24,729 - $28,215
-194 Reduced 0.14%
139,157 $20.2 Million
Q1 2023

May 08, 2023

SELL
$124.91 - $143.8 $1.35 Million - $1.55 Million
-10,805 Reduced 7.2%
139,351 $18.2 Million
Q4 2022

Feb 08, 2023

SELL
$101.96 - $137.84 $834,236 - $1.13 Million
-8,182 Reduced 5.17%
150,156 $20.1 Million
Q3 2022

Oct 31, 2022

SELL
$20.73 - $120.58 $11,546 - $67,163
-557 Reduced 0.35%
158,338 $16.5 Million
Q2 2022

Aug 02, 2022

BUY
$112.61 - $135.91 $333,663 - $402,701
2,963 Added 1.9%
158,895 $17.9 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $6.62 Million - $8.69 Million
51,585 Added 49.44%
155,932 $21.3 Million
Q4 2021

Feb 03, 2022

BUY
$153.94 - $171.78 $283,403 - $316,246
1,841 Added 1.8%
104,347 $16.5 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $253,670 - $288,207
-1,726 Reduced 1.66%
102,506 $16.8 Million
Q2 2021

Aug 09, 2021

SELL
$147.37 - $166.44 $464,952 - $525,118
-3,155 Reduced 2.94%
104,232 $16.2 Million
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $100,520 - $126,120
800 Added 0.75%
107,387 $16.3 Million
Q4 2020

Feb 01, 2021

BUY
$96.54 - $127.07 $1.57 Million - $2.06 Million
16,215 Added 17.94%
106,587 $13.5 Million
Q3 2020

Nov 02, 2020

BUY
$91.28 - $103.82 $4.11 Million - $4.68 Million
45,043 Added 99.37%
90,372 $8.7 Million
Q2 2020

Aug 10, 2020

BUY
$84.03 - $113.45 $1.18 Million - $1.59 Million
14,036 Added 44.85%
45,329 $4.26 Million
Q1 2020

May 04, 2020

SELL
$79.03 - $141.09 $40,384 - $72,096
-511 Reduced 1.61%
31,293 $2.82 Million
Q4 2019

Feb 07, 2020

SELL
$111.82 - $139.4 $37,571 - $46,838
-336 Reduced 1.05%
31,804 $4.43 Million
Q3 2019

Nov 01, 2019

SELL
$104.8 - $120.23 $1,467 - $1,683
-14 Reduced 0.04%
32,140 $3.78 Million
Q2 2019

Aug 05, 2019

SELL
$104.64 - $116.12 $4,813 - $5,341
-46 Reduced 0.14%
32,154 $3.6 Million
Q1 2019

May 06, 2019

BUY
$97.11 - $107.19 $67,685 - $74,711
697 Added 2.21%
32,200 $3.26 Million
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $17,783 - $22,256
193 Added 0.62%
31,503 $3.08 Million
Q3 2018

Nov 08, 2018

SELL
$103.61 - $118.63 $20,722 - $23,726
-200 Reduced 0.63%
31,310 $3.53 Million
Q2 2018

Aug 09, 2018

SELL
$103.24 - $114.29 $1.93 Million - $2.14 Million
-18,717 Reduced 37.26%
31,510 $3.28 Million
Q1 2018

May 09, 2018

SELL
$107.01 - $118.77 $428,040 - $475,080
-4,000 Reduced 7.38%
50,227 $5.52 Million
Q4 2017

Feb 14, 2018

SELL
$95.86 - $107.83 $383,440 - $431,320
-4,000 Reduced 6.87%
54,227 $5.8 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $5.15 Million - $5.56 Million
58,227
58,227 $5.56 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 $608B
  • 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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