A detailed history of Alta Capital Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alta Capital Management LLC holds 27,574 shares of JPM stock, worth $5.82 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
27,574
Previous 27,646 0.26%
Holding current value
$5.82 Million
Previous $5.54 Million 0.72%
% of portfolio
0.36%
Previous 0.35%

Shares

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

Jul 25, 2024

SELL
$180.08 - $204.79 $12,965 - $14,744
-72 Reduced 0.26%
27,574 $5.58 Million
Q1 2024

Apr 25, 2024

BUY
$167.09 - $200.3 $146,036 - $175,062
874 Added 3.26%
27,646 $5.54 Million
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $99,460 - $124,829
733 Added 2.82%
26,772 $4.55 Million
Q3 2023

Oct 18, 2023

SELL
$143.21 - $158.0 $72,750 - $80,264
-508 Reduced 1.91%
26,039 $3.78 Million
Q2 2023

Jul 20, 2023

SELL
$127.47 - $145.44 $24,219 - $27,633
-190 Reduced 0.71%
26,547 $3.86 Million
Q1 2023

Apr 24, 2023

BUY
$124.91 - $143.8 $69,949 - $80,528
560 Added 2.14%
26,737 $3.48 Million
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $80,140 - $108,342
786 Added 3.1%
26,177 $0
Q3 2022

Oct 25, 2022

BUY
$20.73 - $120.58 $153,526 - $893,015
7,406 Added 41.18%
25,391 $2.65 Million
Q2 2022

Aug 02, 2022

BUY
$112.61 - $135.91 $43,129 - $52,053
383 Added 2.18%
17,985 $2.03 Million
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $189,242 - $248,449
1,475 Added 9.15%
17,602 $2.4 Million
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $133,312 - $148,761
866 Added 5.67%
16,127 $2.55 Million
Q3 2021

Nov 03, 2021

SELL
$146.97 - $166.98 $2.04 Million - $2.32 Million
-13,879 Reduced 47.63%
15,261 $2.5 Million
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $259,960 - $293,600
1,764 Added 6.44%
29,140 $4.53 Million
Q1 2021

May 06, 2021

BUY
$125.65 - $157.65 $1.14 Million - $1.43 Million
9,097 Added 49.77%
27,376 $4.17 Million
Q4 2020

Jan 29, 2021

SELL
$96.54 - $127.07 $1.72 Million - $2.26 Million
-17,811 Reduced 49.35%
18,279 $2.32 Million
Q3 2020

Oct 30, 2020

SELL
$91.28 - $103.82 $2.28 Million - $2.59 Million
-24,947 Reduced 40.87%
36,090 $3.47 Million
Q2 2020

Aug 06, 2020

BUY
$84.03 - $113.45 $462,080 - $623,861
5,499 Added 9.9%
61,037 $5.74 Million
Q1 2020

May 06, 2020

BUY
$79.03 - $141.09 $1.34 Million - $2.39 Million
16,923 Added 43.82%
55,538 $5 Million
Q4 2019

Jan 30, 2020

SELL
$111.82 - $139.4 $13,530 - $16,867
-121 Reduced 0.31%
38,615 $5.38 Million
Q3 2019

Oct 22, 2019

SELL
$104.8 - $120.23 $215,573 - $247,313
-2,057 Reduced 5.04%
38,736 $4.56 Million
Q2 2019

Jul 26, 2019

BUY
$104.64 - $116.12 $128,497 - $142,595
1,228 Added 3.1%
40,793 $4.56 Million
Q1 2019

Apr 23, 2019

BUY
$97.11 - $107.19 $3.51 Million - $3.88 Million
36,178 Added 1068.14%
39,565 $4.01 Million
Q4 2018

Jan 09, 2019

BUY
$92.14 - $115.32 $110,568 - $138,384
1,200 Added 54.87%
3,387 $330,000
Q1 2018

Apr 06, 2018

SELL
$107.01 - $118.77 $38,844 - $43,113
-363 Reduced 14.24%
2,187 $240,000
Q4 2017

Jan 18, 2018

SELL
$95.86 - $107.83 $12,461 - $14,017
-130 Reduced 4.85%
2,550 $272,000
Q3 2017

Oct 19, 2017

BUY
$88.42 - $95.51 $236,965 - $255,966
2,680
2,680 $255,000

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 Alta Capital Management LLC Portfolio

Follow Alta Capital Management LLC 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 Alta Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alta Capital Management LLC with notifications on news.