Arthur M. Cohen & Associates, LLC Jpmorgan Chase & CO Transaction History

Arthur M. Cohen & Associates, LLC

$548 Million
Q3 2024

A detailed history of Arthur M. Cohen & Associates, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Arthur M. Cohen & Associates, LLC holds 3,931 shares of JPM stock, worth $981,649. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,931

Previous 3,931 -0.0%

Holding current value

$981,649

Previous $795,000 4.15%

% of portfolio

0.15%

Previous 0.15%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$180.08 - $204.79 $17,827 - $20,274	-99 Reduced 2.46%	3,931 $795,000
Q1 2024 Apr 22, 2024	BUY	$167.09 - $200.3 $14,369 - $17,225	86 Added 2.18%	4,030 $807,000
Q4 2023 Jan 10, 2024	BUY	$135.69 - $170.3 $27,680 - $34,741	204 Added 5.45%	3,944 $670,000
Q3 2023 Oct 20, 2023	BUY	$143.21 - $158.0 $22,913 - $25,280	160 Added 4.47%	3,740 $542,000
Q2 2023 Jul 19, 2023	SELL	$127.47 - $145.44 $50,988 - $58,176	-400 Reduced 10.05%	3,580 $520,000
Q1 2023 Apr 24, 2023	BUY	$124.91 - $143.8 $124 - $143	1 Added 0.03%	3,980 $518,000
Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $79,019 - $106,826	775 Added 24.19%	3,979 $0
Q3 2022 Oct 21, 2022	BUY	$20.73 - $120.58 $15,941 - $92,726	769 Added 31.58%	3,204 $335,000
Q1 2022 May 03, 2022	SELL	$128.3 - $168.44 $3,720 - $4,884	-29 Reduced 1.18%	2,435 $332,000
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $9,390 - $10,478	61 Added 2.54%	2,464 $390,000
Q2 2021 Jul 27, 2021	BUY	$147.37 - $166.44 $24,316 - $27,462	165 Added 7.37%	2,403 $372,000
Q1 2021 Apr 22, 2021	SELL	$125.65 - $157.65 $80,039 - $100,423	-637 Reduced 22.16%	2,238 $341,000
Q4 2020 Jan 20, 2021	BUY	$96.54 - $127.07 $17,859 - $23,507	185 Added 6.88%	2,875 $365,000
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $101,685 - $115,655	-1,114 Reduced 29.28%	2,690 $259,000
Q2 2020 Jul 28, 2020	SELL	$84.03 - $113.45 $371,496 - $501,562	-4,421 Reduced 53.75%	3,804 $358,000
Q1 2020 Apr 14, 2020	SELL	$79.03 - $141.09 $54,056 - $96,505	-684 Reduced 7.68%	8,225 $697,000
Q4 2019 Jan 10, 2020	SELL	$111.82 - $139.4 $26,724 - $33,316	-239 Reduced 2.61%	8,909 $1.24 Million
Q3 2019 Nov 04, 2019	BUY	$104.8 - $120.23 $175,854 - $201,745	1,678 Added 22.46%	9,148 $1.08 Million
Q2 2019 Jul 29, 2019	BUY	$104.64 - $116.12 $5,232 - $5,806	50 Added 0.67%	7,470 $835,000
Q4 2018 Feb 06, 2019	BUY	$92.14 - $115.32 $37,040 - $46,358	402 Added 5.73%	7,420 $724,000
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $45,425 - $50,287	440 Added 6.69%	7,018 $732,000
Q1 2018 Apr 23, 2018	SELL	$107.01 - $118.77 $90,102 - $100,004	-842 Reduced 11.35%	6,578 $706,000
Q4 2017 Mar 06, 2019	BUY	$95.86 - $107.83 $224,504 - $252,537	2,342 Added 46.12%	7,420 $724,000
Q4 2017 Jan 26, 2018	SELL	$95.86 - $107.83 $36,426 - $40,975	-380 Reduced 6.96%	5,078 $544,000
Q3 2014 Nov 08, 2017	BUY	N/A	5,458	5,458 $521,000

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 $732B
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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Arthur M. Cohen & Associates, LLC Jpmorgan Chase & CO Transaction History