Angeles Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

Angeles Investment Advisors, LLC

$1.94 Billion
Q3 2024

A detailed history of Angeles Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Angeles Investment Advisors, LLC holds 5,399 shares of JPM stock, worth $1.35 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,399

Previous 5,341 1.09%

Holding current value

$1.35 Million

Previous $1.08 Million 5.37%

% of portfolio

0.06%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$194.9 - $224.8 $11,304 - $13,038	58 Added 1.09%	5,399 $1.14 Million
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $289,208 - $328,892	-1,606 Reduced 23.12%	5,341 $1.08 Million
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $92,400 - $110,765	553 Added 8.65%	6,947 $1.39 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $36,500 - $45,810	269 Added 4.39%	6,394 $1.09 Million
Q3 2023 Nov 09, 2023	SELL	$143.21 - $158.0 $382,513 - $422,018	-2,671 Reduced 30.37%	6,125 $888,000
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $165,965 - $189,362	1,302 Added 17.37%	8,796 $1.28 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $551,852 - $635,308	4,418 Added 143.63%	7,494 $976,000
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $313,628 - $423,995	3,076 New	3,076 $412,000
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $587,100 - $770,781	-4,576 Reduced 61.62%	2,850 $389,000
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $554,184 - $618,408	3,600 Added 94.09%	7,426 $1.18 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $562,307 - $638,865	3,826 New	3,826 $626,000
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $201,089 - $228,715	-2,203 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $185,118 - $249,930	2,203 New	2,203 $207,000
Q1 2020 May 06, 2020	SELL	$79.03 - $141.09 $465,012 - $830,173	-5,884 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$111.82 - $139.4 $28,290 - $35,268	253 Added 4.49%	5,884 $820,000
Q3 2019 Nov 01, 2019	BUY	$104.8 - $120.23 $323,517 - $371,150	3,087 Added 121.34%	5,631 $663,000
Q2 2019 Aug 09, 2019	BUY	$104.64 - $116.12 $266,204 - $295,409	2,544 New	2,544 $284,000

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

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 ...

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Angeles Investment Advisors, LLC Jpmorgan Chase & CO Transaction History