Aspiriant, LLC Jpmorgan Chase & CO Transaction History

Aspiriant, LLC

$2.61 Billion
Q3 2024

A detailed history of Aspiriant, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aspiriant, LLC holds 25,216 shares of JPM stock, worth $6.3 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

25,216

Previous 24,574 2.61%

Holding current value

$6.3 Million

Previous $4.97 Million 6.94%

% of portfolio

0.2%

Previous 0.2%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$194.9 - $224.8 $125,125 - $144,321	642 Added 2.61%	25,216 $5.32 Million
Q2 2024 Jul 15, 2024	SELL	$180.08 - $204.79 $928,132 - $1.06 Million	-5,154 Reduced 17.34%	24,574 $4.97 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $53,468 - $64,096	320 Added 1.09%	29,728 $5.95 Million
Q4 2023 Jan 26, 2024	BUY	$135.69 - $170.3 $107,059 - $134,366	789 Added 2.76%	29,408 $5 Million
Q3 2023 Oct 17, 2023	BUY	$143.21 - $158.0 $311,195 - $343,334	2,173 Added 8.22%	28,619 $4.15 Million
Q2 2023 Jul 19, 2023	BUY	$127.47 - $145.44 $22,944 - $26,179	180 Added 0.69%	26,446 $3.85 Million
Q1 2023 Apr 27, 2023	BUY	$124.91 - $143.8 $6,745 - $7,765	54 Added 0.21%	26,266 $3.42 Million
Q4 2022 Jan 23, 2023	BUY	$101.96 - $137.84 $111,748 - $151,072	1,096 Added 4.36%	26,212 $0
Q3 2022 Oct 28, 2022	BUY	$20.73 - $120.58 $20,315 - $118,168	980 Added 4.06%	25,116 $2.63 Million
Q2 2022 Jul 25, 2022	BUY	$112.61 - $135.91 $109,794 - $132,512	975 Added 4.21%	24,136 $2.72 Million
Q1 2022 May 06, 2022	SELL	$128.3 - $168.44 $199,891 - $262,429	-1,558 Reduced 6.3%	23,161 $3.16 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $111,144 - $124,025	722 Added 3.01%	24,719 $3.92 Million
Q3 2021 Oct 27, 2021	SELL	$146.97 - $166.98 $29,981 - $34,063	-204 Reduced 0.84%	23,997 $3.93 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $234,613 - $264,972	1,592 Added 7.04%	24,201 $3.76 Million
Q1 2021 May 11, 2021	SELL	$125.65 - $157.65 $70,489 - $88,441	-561 Reduced 2.42%	22,609 $3.44 Million
Q4 2020 Feb 01, 2021	SELL	$96.54 - $127.07 $3.67 Million - $4.83 Million	-38,030 Reduced 62.14%	23,170 $2.95 Million
Q3 2020 Oct 29, 2020	BUY	$91.28 - $103.82 $3.52 Million - $4 Million	38,510 Added 169.72%	61,200 $5.89 Million
Q2 2020 Aug 06, 2020	SELL	$84.03 - $113.45 $152,766 - $206,252	-1,818 Reduced 7.42%	22,690 $2.14 Million
Q1 2020 May 05, 2020	SELL	$79.03 - $141.09 $16,596 - $29,628	-210 Reduced 0.85%	24,508 $2.21 Million
Q4 2019 Jan 27, 2020	SELL	$111.82 - $139.4 $41,708 - $51,996	-373 Reduced 1.49%	24,718 $3.45 Million
Q3 2019 Nov 04, 2019	SELL	$104.8 - $120.23 $383,987 - $440,522	-3,664 Reduced 12.74%	25,091 $2.94 Million
Q2 2019 Aug 06, 2019	SELL	$104.64 - $116.12 $195,153 - $216,563	-1,865 Reduced 6.09%	28,755 $3.22 Million
Q1 2019 May 03, 2019	SELL	$97.11 - $107.19 $247,824 - $273,548	-2,552 Reduced 7.69%	30,620 $3.1 Million
Q4 2018 Feb 04, 2019	BUY	$92.14 - $115.32 $82,373 - $103,096	894 Added 2.77%	33,172 $3.23 Million
Q3 2018 Oct 26, 2018	SELL	$103.61 - $118.63 $146,711 - $167,980	-1,416 Reduced 4.2%	32,278 $3.64 Million
Q2 2018 Aug 07, 2018	SELL	$103.24 - $114.29 $306,416 - $339,212	-2,968 Reduced 8.1%	33,694 $3.51 Million
Q1 2018 May 04, 2018	BUY	$107.01 - $118.77 $3.59 Million - $3.98 Million	33,503 Added 1060.56%	36,662 $4.03 Million
Q4 2017 Jan 31, 2018	SELL	$95.86 - $107.83 $3.85 Million - $4.33 Million	-40,171 Reduced 92.71%	3,159 $338,000
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $3.83 Million - $4.14 Million	43,330	43,330 $4.14 Million

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 $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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