A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 14,750 shares of JPM stock, worth $4.32 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
14,750
Previous 13,952 5.72%
Holding current value
$4.32 Million
Previous $3.42 Billion 24.95%
% of portfolio
1.48%
Previous 1.45%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$210.28 - $289.91 $167,803 - $231,348
798 Added 5.72%
14,750 $4.28 Billion
Q1 2025

May 09, 2025

SELL
$225.19 - $279.95 $93,904 - $116,739
-417 Reduced 2.9%
13,952 $3.42 Billion
Q4 2024

Feb 12, 2025

SELL
$205.18 - $250.29 $56,834 - $69,330
-277 Reduced 1.89%
14,369 $3.44 Billion
Q3 2024

Nov 14, 2024

SELL
$194.9 - $224.8 $172,681 - $199,172
-886 Reduced 5.7%
14,646 $3.09 Billion
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $1.7 Million - $1.94 Million
9,452 Added 155.46%
15,532 $3.14 Billion
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $152,553 - $182,873
913 Added 17.67%
6,080 $1.22 Billion
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $67,845 - $85,150
500 Added 10.71%
5,167 $879 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $668,361 - $737,386
4,667 New
4,667 $677 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 $859B
  • 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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