Atlas Capital Advisors LLC Jpmorgan Chase & CO Transaction History

Atlas Capital Advisors LLC

$656 Billion
Q3 2024

A detailed history of Atlas Capital Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 7,355 shares of JPM stock, worth $1.83 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,355

Previous 7,347 0.11%

Holding current value

$1.83 Million

Previous $1.49 Billion 4.37%

% of portfolio

0.24%

Previous 0.19%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$194.9 - $224.8 $1,559 - $1,798	8 Added 0.11%	7,355 $1.55 Billion
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $40,937 - $49,073	245 Added 3.45%	7,347 $1.47 Billion
Q2 2023 Aug 15, 2023	BUY	$127.47 - $145.44 $109,624 - $125,078	860 Added 13.78%	7,102 $1.03 Billion
Q1 2023 May 16, 2023	BUY	$124.91 - $143.8 $23,108 - $26,603	185 Added 3.05%	6,242 $813 Million
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $17,102 - $99,478	-825 Reduced 11.99%	6,057 $633 Million
Q2 2022 Aug 16, 2022	SELL	$112.61 - $135.91 $26,463 - $31,938	-235 Reduced 3.3%	6,882 $775 Million
Q1 2022 May 11, 2022	SELL	$128.3 - $168.44 $25,660 - $33,688	-200 Reduced 2.73%	7,117 $970 Million
Q2 2021 Jul 30, 2021	BUY	$147.37 - $166.44 $16,652 - $18,807	113 Added 1.57%	7,317 $1.14 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $61,317 - $76,933	488 Added 7.27%	7,204 $1.1 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $648,362 - $853,402	6,716 New	6,716 $853,000
Q3 2020 Oct 23, 2020	SELL	$91.28 - $103.82 $186,211 - $211,792	-2,040 Closed	0 $0
Q2 2020 Jul 28, 2020	SELL	$84.03 - $113.45 $344,018 - $464,464	-4,094 Reduced 66.74%	2,040 $191,000
Q1 2020 May 04, 2020	BUY	$79.03 - $141.09 $88,434 - $157,879	1,119 Added 22.31%	6,134 $552,000
Q4 2019 Jan 28, 2020	SELL	$111.82 - $139.4 $5,702 - $7,109	-51 Reduced 1.01%	5,015 $699,000
Q3 2019 Nov 01, 2019	SELL	$104.8 - $120.23 $46,531 - $53,382	-444 Reduced 8.06%	5,066 $596,000
Q2 2019 Jul 25, 2019	BUY	$104.64 - $116.12 $42,169 - $46,796	403 Added 7.89%	5,510 $0
Q1 2019 Apr 29, 2019	SELL	$97.11 - $107.19 $120,610 - $133,129	-1,242 Reduced 19.56%	5,107 $0
Q4 2018 Jan 29, 2019	SELL	$92.14 - $115.32 $86,980 - $108,862	-944 Reduced 12.94%	6,349 $619,000
Q2 2018 Jul 30, 2018	SELL	$103.24 - $114.29 $90,128 - $99,775	-873 Reduced 10.69%	7,293 $0
Q1 2018 Apr 18, 2018	BUY	$107.01 - $118.77 $873,843 - $969,875	8,166 New	8,166 $0

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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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Atlas Capital Advisors LLC Jpmorgan Chase & CO Transaction History