Apella Capital, LLC Jpmorgan Chase & CO Transaction History

Apella Capital, LLC

$2.41 Billion
Q3 2024

A detailed history of Apella Capital, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Apella Capital, LLC holds 9,601 shares of JPM stock, worth $2.3 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,601

Previous 8,959 7.17%

Holding current value

$2.3 Million

Previous $1.81 Million 11.64%

% of portfolio

0.08%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$194.9 - $224.8 $125,125 - $144,321	642 Added 7.17%	9,601 $2.02 Million
Q2 2024 Jul 10, 2024	BUY	$180.08 - $204.79 $157,209 - $178,781	873 Added 10.8%	8,959 $1.81 Million
Q1 2024 Apr 10, 2024	BUY	$167.09 - $200.3 $8,521 - $10,215	51 Added 0.63%	8,086 $1.62 Million
Q4 2023 Jan 05, 2024	SELL	$135.69 - $170.3 $9,498 - $11,921	-70 Reduced 0.86%	8,035 $1.37 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $20,335 - $22,436	-142 Reduced 1.72%	8,105 $1.18 Million
Q2 2023 Jul 06, 2023	BUY	$127.47 - $145.44 $41,045 - $46,831	322 Added 4.06%	8,247 $1.2 Million
Q4 2022 Jan 10, 2023	BUY	$101.96 - $137.84 $49,246 - $66,576	483 Added 6.49%	7,925 $0
Q3 2022 Oct 11, 2022	BUY	$20.73 - $120.58 $2,280 - $13,263	110 Added 1.5%	7,442 $778,000
Q2 2022 Jul 08, 2022	SELL	$112.61 - $135.91 $18,693 - $22,561	-166 Reduced 2.21%	7,332 $826,000
Q1 2022 Apr 11, 2022	BUY	$128.3 - $168.44 $133,560 - $175,346	1,041 Added 16.12%	7,498 $1.02 Million
Q4 2021 Jan 13, 2022	BUY	$153.94 - $171.78 $178,878 - $199,608	1,162 Added 21.95%	6,457 $1.02 Million
Q3 2021 Jan 18, 2022	SELL	$146.97 - $166.98 $3,086 - $3,506	-21 Reduced 0.4%	5,295 $867,000
Q3 2021 Oct 12, 2021	BUY	$146.97 - $166.98 $1,616 - $1,836	11 Added 0.21%	5,316 $897,000
Q2 2021 Jan 18, 2022	SELL	$147.37 - $166.44 $4,863 - $5,492	-33 Reduced 0.62%	5,305 $825,000
Q2 2021 Jul 02, 2021	BUY	$147.37 - $166.44 $56,590 - $63,912	384 Added 7.75%	5,338 $830,000
Q1 2021 Apr 15, 2021	BUY	$125.65 - $157.65 $15,706 - $19,706	125 Added 2.59%	4,954 $754,000
Q4 2020 Feb 18, 2021	SELL	$96.54 - $127.07 $54,738 - $72,048	-567 Reduced 10.51%	4,829 $614,000
Q3 2020 Oct 22, 2020	BUY	$91.28 - $103.82 $50,660 - $57,620	555 Added 11.46%	5,396 $519,000
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $382,584 - $683,016	4,841 New	4,841 $436,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $702B
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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Apella Capital, LLC Jpmorgan Chase & CO Transaction History