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 $6.06 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
27,574
Previous 27,646 0.26%
Holding current value
$6.06 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 $645B
  • 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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