Atwood & Palmer Inc Jpmorgan Chase & CO Transaction History

Atwood & Palmer Inc

$1.45 Billion
Q3 2024

A detailed history of Atwood & Palmer Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Atwood & Palmer Inc holds 7,120 shares of JPM stock, worth $1.78 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,120

Previous 7,120 -0.0%

Holding current value

$1.78 Million

Previous $1.44 Million 4.17%

% of portfolio

0.1%

Previous 0.11%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$180.08 - $204.79 $45,380 - $51,607	-252 Reduced 3.42%	7,120 $1.44 Million
Q1 2024 Apr 10, 2024	BUY	$167.09 - $200.3 $21,220 - $25,438	127 Added 1.75%	7,372 $1.48 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $27,138 - $34,060	-200 Reduced 2.69%	7,245 $1.23 Million
Q3 2023 Oct 20, 2023	SELL	$143.21 - $158.0 $71,605 - $79,000	-500 Reduced 6.29%	7,445 $1.08 Million
Q2 2023 Jul 18, 2023	BUY	$127.47 - $145.44 $57,361 - $65,448	450 Added 6.0%	7,945 $1.16 Million
Q4 2022 Jan 31, 2023	BUY	$101.96 - $137.84 $101 - $137	1 Added 0.01%	7,495 $1.01 Million
Q3 2022 Oct 12, 2022	SELL	$20.73 - $120.58 $1,844 - $10,731	-89 Reduced 1.17%	7,494 $783,000
Q2 2022 Jul 21, 2022	SELL	$112.61 - $135.91 $20,044 - $24,191	-178 Reduced 2.29%	7,583 $854,000
Q1 2022 Apr 29, 2022	SELL	$128.3 - $168.44 $32,075 - $42,110	-250 Reduced 3.12%	7,761 $1.06 Million
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $9,544 - $10,650	62 Added 0.78%	8,011 $1.27 Million
Q3 2021 Oct 19, 2021	BUY	$146.97 - $166.98 $14,697 - $16,698	100 Added 1.27%	7,949 $1.3 Million
Q2 2021 Jul 26, 2021	SELL	$147.37 - $166.44 $44,211 - $49,932	-300 Reduced 3.68%	7,849 $1.22 Million
Q1 2021 Apr 26, 2021	BUY	$125.65 - $157.65 $4,523 - $5,675	36 Added 0.44%	8,149 $1.24 Million
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $9,654 - $12,707	100 Added 1.25%	8,113 $1.03 Million
Q1 2020 Apr 20, 2020	BUY	$79.03 - $141.09 $13,830 - $24,690	175 Added 2.23%	8,013 $721,000
Q3 2019 Oct 21, 2019	SELL	$104.8 - $120.23 $151,960 - $174,333	-1,450 Reduced 15.61%	7,838 $922,000
Q2 2019 Jul 17, 2019	SELL	$104.64 - $116.12 $187,619 - $208,203	-1,793 Reduced 16.18%	9,288 $1.04 Million
Q4 2018 Feb 01, 2019	SELL	$92.14 - $115.32 $368 - $461	-4 Reduced 0.04%	11,081 $1.08 Million
Q3 2018 Oct 29, 2018	SELL	$103.61 - $118.63 $145,572 - $166,675	-1,405 Reduced 11.25%	11,085 $1.25 Million
Q2 2018 Jul 19, 2018	BUY	$103.24 - $114.29 $159,299 - $176,349	1,543 Added 14.1%	12,490 $1.3 Million
Q3 2017 Oct 16, 2017	BUY	$88.42 - $95.51 $66,845 - $72,205	756 Added 7.42%	10,947 $1.05 Million
Q2 2017 Aug 08, 2017	BUY	N/A	10,191	10,191 $931,000

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atwood & Palmer Inc, based on Form 13F filings with the SEC.

News

Stay updated on Atwood & Palmer Inc with notifications on news.

Account

Atwood & Palmer Inc Jpmorgan Chase & CO Transaction History