Appleton Partners Inc Jpmorgan Chase & CO Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

A detailed history of Appleton Partners Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Appleton Partners Inc holds 149,436 shares of JPM stock, worth $31.6 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

149,436

Previous 153,193 2.45%

Holding current value

$31.6 Million

Previous $31 Million 1.69%

% of portfolio

2.32%

Previous 2.39%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 01, 2024	SELL	$194.9 - $224.8 $732,239 - $844,573	-3,757 Reduced 2.45%	149,436 $31.5 Million
Q2 2024 Jul 02, 2024	SELL	$180.08 - $204.79 $1.43 Million - $1.62 Million	-7,928 Reduced 4.92%	153,193 $31 Million
Q1 2024 Apr 01, 2024	SELL	$167.09 - $200.3 $1.46 Million - $1.75 Million	-8,758 Reduced 5.16%	161,121 $32.3 Million
Q4 2023 Jan 02, 2024	SELL	$135.69 - $170.3 $301,503 - $378,406	-2,222 Reduced 1.29%	169,879 $28.9 Million
Q3 2023 Oct 03, 2023	SELL	$143.21 - $158.0 $458,415 - $505,758	-3,201 Reduced 1.83%	172,101 $25 Million
Q2 2023 Jul 10, 2023	BUY	$127.47 - $145.44 $117,017 - $133,513	918 Added 0.53%	175,302 $25.5 Million
Q1 2023 Apr 10, 2023	BUY	$124.91 - $143.8 $16,987 - $19,556	136 Added 0.08%	174,384 $22.7 Million
Q4 2022 Jan 19, 2023	SELL	$101.96 - $137.84 $214,523 - $290,015	-2,104 Reduced 1.19%	174,248 $23.4 Million
Q3 2022 Oct 27, 2022	SELL	$20.73 - $120.58 $40,755 - $237,060	-1,966 Reduced 1.1%	176,352 $18.4 Million
Q2 2022 Jul 08, 2022	BUY	$112.61 - $135.91 $198,981 - $240,152	1,767 Added 1.0%	178,318 $20.1 Million
Q1 2022 Apr 05, 2022	BUY	$128.3 - $168.44 $847,934 - $1.11 Million	6,609 Added 3.89%	176,551 $24.1 Million
Q4 2021 Feb 03, 2022	BUY	$153.94 - $171.78 $365,145 - $407,462	2,372 Added 1.42%	169,942 $26.9 Million
Q3 2021 Oct 14, 2021	BUY	$146.97 - $166.98 $857,716 - $974,495	5,836 Added 3.61%	167,570 $27.4 Million
Q2 2021 Jul 07, 2021	SELL	$147.37 - $166.44 $58,211 - $65,743	-395 Reduced 0.24%	161,734 $25.2 Million
Q1 2021 Apr 19, 2021	SELL	$125.65 - $157.65 $164,852 - $206,836	-1,312 Reduced 0.8%	162,129 $24.7 Million
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $97,408 - $128,213	1,009 Added 0.62%	163,441 $20.8 Million
Q3 2020 Oct 14, 2020	BUY	$91.28 - $103.82 $195,886 - $222,797	2,146 Added 1.34%	162,432 $15.6 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $119,994 - $162,006	-1,428 Reduced 0.88%	160,286 $15.1 Million
Q1 2020 May 04, 2020	BUY	$79.03 - $141.09 $35,484 - $63,349	449 Added 0.28%	161,714 $14.6 Million
Q4 2019 Jan 13, 2020	BUY	$111.82 - $139.4 $252,154 - $314,347	2,255 Added 1.42%	161,265 $22.5 Million
Q3 2019 Nov 04, 2019	SELL	$104.8 - $120.23 $62,984 - $72,258	-601 Reduced 0.38%	159,010 $18.7 Million
Q2 2019 Jul 25, 2019	SELL	$104.64 - $116.12 $569,764 - $632,273	-5,445 Reduced 3.3%	159,611 $17.8 Million
Q1 2019 Apr 17, 2019	SELL	$97.11 - $107.19 $53,701 - $59,276	-553 Reduced 0.33%	165,056 $16.7 Million
Q4 2018 Jan 17, 2019	BUY	$92.14 - $115.32 $5,989 - $7,495	65 Added 0.04%	165,609 $16.2 Million
Q3 2018 Oct 09, 2018	BUY	$103.61 - $118.63 $233,018 - $266,798	2,249 Added 1.38%	165,544 $18.7 Million
Q2 2018 Aug 08, 2018	BUY	$103.24 - $114.29 $511,554 - $566,306	4,955 Added 3.13%	163,295 $17 Million
Q1 2018 Apr 11, 2018	BUY	$107.01 - $118.77 $77,796 - $86,345	727 Added 0.46%	158,340 $17.4 Million
Q4 2017 Jan 12, 2018	BUY	$95.86 - $107.83 $408,555 - $459,571	4,262 Added 2.78%	157,613 $16.9 Million
Q3 2017 Oct 12, 2017	BUY	$88.42 - $95.51 $13.6 Million - $14.6 Million	153,351	153,351 $14.6 Million

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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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 ...

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Appleton Partners Inc Jpmorgan Chase & CO Transaction History