Beck Capital Management, LLC Jpmorgan Chase & CO Transaction History

Beck Capital Management, LLC

$329 Million
Q3 2024

A detailed history of Beck Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beck Capital Management, LLC holds 14,314 shares of JPM stock, worth $3.57 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

14,314

Previous 13,377 7.0%

Holding current value

$3.57 Million

Previous $2.71 Million 11.53%

% of portfolio

0.92%

Previous 0.83%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $182,621 - $210,637	937 Added 7.0%	14,314 $3.02 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $50,602 - $57,545	281 Added 2.15%	13,377 $2.71 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $32,415 - $38,858	194 Added 1.5%	13,096 $2.62 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $8,548 - $10,728	-63 Reduced 0.49%	12,902 $2.19 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $975,976 - $1.08 Million	-6,815 Reduced 34.45%	12,965 $1.88 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $126,960 - $144,858	-996 Reduced 4.79%	19,780 $2.88 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $2.6 Million - $2.99 Million	20,776 New	20,776 $2.71 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $1.56 Million - $1.77 Million	-10,581 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $1.56 Million - $1.76 Million	10,581 New	10,581 $1.65 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $1.7 Million - $1.94 Million	-18,643 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $1.57 Million - $2.12 Million	18,643 New	18,643 $1.75 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $275,577 - $491,980	-3,487 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $389,916 - $486,087	3,487 New	3,487 $486,000
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $3.49 Million - $3.86 Million	-35,969 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $308,669 - $386,322	-3,350 Reduced 8.52%	35,969 $3.51 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $28,803 - $32,979	-278 Reduced 0.7%	39,319 $4.44 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $170,139 - $188,349	-1,648 Reduced 4.0%	39,597 $4.13 Million
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $127,020 - $140,979	1,187 Added 2.96%	41,245 $4.54 Million
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $164,879 - $185,467	1,720 Added 4.49%	40,058 $4.28 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $188,511 - $203,627	2,132 Added 5.89%	38,338 $3.66 Million
Q2 2017 Aug 14, 2017	BUY	N/A	36,206	36,206 $3.16 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 $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 ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beck Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beck Capital Management, LLC with notifications on news.

Account

Beck Capital Management, LLC Jpmorgan Chase & CO Transaction History