A detailed history of Aristotle Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aristotle Capital Management, LLC holds 12,211 shares of JPM stock, worth $3.05 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,211
Previous 12,211 -0.0%
Holding current value
$3.05 Million
Previous $2.47 Million 4.21%
% of portfolio
0.0%
Previous 0.01%

Shares

37 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $154,224 - $184,876
-923 Reduced 7.03%
12,211 $2.45 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $271 - $340
-2 Reduced 0.02%
13,134 $2.23 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $3,293 - $3,634
-23 Reduced 0.17%
13,136 $1.9 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $37,348 - $42,613
-293 Reduced 2.18%
13,159 $1.91 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $39,596 - $45,584
-317 Reduced 2.3%
13,452 $1.75 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $83,607 - $113,028
820 Added 6.33%
13,769 $1.85 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $91,460 - $531,998
-4,412 Reduced 25.41%
12,949 $1.35 Million
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $545,370 - $658,212
-4,843 Reduced 21.81%
17,361 $1.96 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $1.71 Million - $2.25 Million
-13,362 Reduced 37.57%
22,204 $3.03 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $1.14 Million - $1.27 Million
-7,398 Reduced 17.22%
35,566 $5.63 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $572 Million - $650 Million
-3,891,446 Reduced 98.91%
42,964 $7.03 Million
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $526 Million - $594 Million
-3,568,264 Reduced 47.56%
3,934,410 $612 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $39.4 Million - $49.4 Million
313,552 Added 4.36%
7,502,674 $1.14 Billion
Q4 2020

Feb 22, 2021

BUY
$96.54 - $127.07 $99.1 Million - $130 Million
1,026,471 Added 16.66%
7,189,122 $914 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $68.5 Million - $90.2 Million
-709,530 Reduced 10.32%
6,162,651 $783 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $13.8 Million - $15.7 Million
150,742 Added 2.24%
6,872,181 $662 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $68.5 Million - $92.5 Million
815,544 Added 13.81%
6,721,439 $632 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $95.5 Million - $170 Million
1,208,283 Added 25.72%
5,905,895 $532 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $184 Million - $229 Million
1,641,908 Added 53.73%
4,697,612 $655 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $5.22 Million - $5.99 Million
49,851 Added 1.66%
3,055,704 $360 Million
Q2 2019

Aug 14, 2019

SELL
$104.64 - $116.12 $4.84 Million - $5.37 Million
-46,244 Reduced 1.52%
3,005,853 $336 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $14.9 Million - $16.5 Million
153,825 Added 5.31%
3,052,097 $309 Million
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $4.13 Million - $5.17 Million
-44,831 Reduced 1.52%
2,898,272 $283 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $9.93 Million - $11.4 Million
95,803 Added 3.36%
2,943,103 $332 Million
Q2 2018

Sep 19, 2019

SELL
$103.24 - $114.29 $5.06 Million - $5.6 Million
-49,000 Reduced 1.69%
2,847,300 $297 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $26.6 Million - $29.4 Million
257,490 Added 9.76%
2,896,300 $302 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $7.68 Million - $8.52 Million
71,751 Added 2.8%
2,638,810 $290 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $8.24 Million - $9.27 Million
85,940 Added 3.46%
2,567,059 $275 Million
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $801,438 - $865,702
9,064 Added 0.37%
2,481,119 $237 Million
Q2 2017

Nov 16, 2017

BUY
N/A
160,876 Added 6.96%
2,472,055 $226 Million
Q1 2017

Nov 16, 2017

BUY
N/A
68,498 Added 3.05%
2,311,179 $203 Million
Q4 2016

Nov 16, 2017

SELL
N/A
-794 Reduced 0.04%
2,242,681 $194 Million
Q3 2016

Nov 16, 2017

SELL
N/A
-6,148 Reduced 0.27%
2,243,475 $149 Million
Q2 2016

Nov 16, 2017

SELL
N/A
-37,776 Reduced 1.65%
2,249,623 $140 Million
Q1 2016

Nov 17, 2017

SELL
N/A
-1,190,383 Reduced 34.23%
2,287,399 $135 Million
Q4 2015

Nov 16, 2017

BUY
N/A
169,782 Added 5.13%
3,477,782 $230 Million
Q3 2015

Nov 16, 2017

BUY
N/A
3,308,000
3,308,000 $202 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 $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 ...
More about JPM
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