A detailed history of Aveo Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 5,694 shares of JPM stock, worth $1.25 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,694
Previous 5,882 3.2%
Holding current value
$1.25 Million
Previous $1.18 Million 2.29%
% of portfolio
0.14%
Previous 0.13%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$180.08 - $204.79 $33,855 - $38,500
-188 Reduced 3.2%
5,694 $1.15 Million
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $122,142 - $146,419
731 Added 14.19%
5,882 $1.18 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $80,192 - $100,647
591 Added 12.96%
5,151 $876,000
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $12,172 - $13,430
85 Added 1.9%
4,560 $661,000
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $36,201 - $41,304
284 Added 6.78%
4,475 $650,000
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $23,607 - $27,178
189 Added 4.72%
4,191 $546,000
Q4 2022

Feb 03, 2023

SELL
$101.96 - $137.84 $334,530 - $452,253
-3,281 Reduced 45.05%
4,002 $536,000
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $51,825 - $301,450
-2,500 Reduced 25.55%
7,283 $761,000
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $727,347 - $877,842
6,459 Added 194.31%
9,783 $1.1 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $18,731 - $24,592
146 Added 4.59%
3,324 $453,000
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $6,927 - $7,730
-45 Reduced 1.4%
3,178 $503,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $12,345 - $14,026
84 Added 2.68%
3,223 $528,000
Q2 2021

Aug 13, 2021

SELL
$147.37 - $166.44 $5,305 - $5,991
-36 Reduced 1.13%
3,139 $488,000
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $398,938 - $500,538
3,175 New
3,175 $483,000
Q4 2020

Feb 10, 2021

SELL
$96.54 - $127.07 $255,541 - $336,354
-2,647 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $241,618 - $274,811
2,647 New
2,647 $255,000
Q2 2020

Aug 12, 2020

SELL
$84.03 - $113.45 $494,852 - $668,107
-5,889 Closed
0 $0
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $221,758 - $395,898
2,806 Added 91.02%
5,889 $530,000
Q4 2019

Feb 06, 2020

BUY
$111.82 - $139.4 $1,677 - $2,091
15 Added 0.49%
3,083 $430,000
Q3 2019

Nov 07, 2019

SELL
$104.8 - $120.23 $6,916 - $7,935
-66 Reduced 2.11%
3,068 $395,000
Q2 2019

Aug 06, 2019

SELL
$104.64 - $116.12 $28,880 - $32,049
-276 Reduced 8.09%
3,134 $366,000
Q1 2019

May 07, 2019

BUY
$97.11 - $107.19 $48,846 - $53,916
503 Added 17.3%
3,410 $345,000
Q4 2018

Feb 11, 2019

SELL
$92.14 - $115.32 $5,712 - $7,149
-62 Reduced 2.09%
2,907 $284,000
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $101,330 - $116,020
-978 Reduced 24.78%
2,969 $316,000
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $9,498 - $10,514
92 Added 2.39%
3,947 $411,000
Q1 2018

May 11, 2018

BUY
$107.01 - $118.77 $81,648 - $90,621
763 Added 24.68%
3,855 $424,000
Q4 2017

Feb 05, 2018

BUY
$95.86 - $107.83 $22,335 - $25,124
233 Added 8.15%
3,092 $331,000
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $252,792 - $273,063
2,859
2,859 $273,000

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 $645B
  • 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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