Beese Fulmer Investment Management, Inc. Jpmorgan Chase & CO Transaction History

Beese Fulmer Investment Management, Inc.

$1.14 Billion
Q3 2024

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 92,096 shares of JPM stock, worth $23 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

92,096

Previous 92,135 0.04%

Holding current value

$23 Million

Previous $18.6 Million 4.16%

% of portfolio

1.7%

Previous 1.73%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$194.9 - $224.8 $7,601 - $8,767	-39 Reduced 0.04%	92,096 $19.4 Million
Q2 2024 Jul 03, 2024	BUY	$180.08 - $204.79 $222,398 - $252,915	1,235 Added 1.36%	92,135 $18.6 Million
Q1 2024 Apr 08, 2024	BUY	$167.09 - $200.3 $30,744 - $36,855	184 Added 0.2%	90,900 $18.2 Million
Q4 2023 Jan 09, 2024	BUY	$135.69 - $170.3 $126,734 - $159,060	934 Added 1.04%	90,716 $15.4 Million
Q3 2023 Oct 10, 2023	BUY	$143.21 - $158.0 $52,128 - $57,512	364 Added 0.41%	89,782 $13 Million
Q2 2023 Jul 11, 2023	BUY	$127.47 - $145.44 $72,402 - $82,609	568 Added 0.64%	89,418 $13 Million
Q1 2023 Apr 11, 2023	BUY	$124.91 - $143.8 $206,726 - $237,989	1,655 Added 1.9%	88,850 $11.6 Million
Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $228,492 - $308,899	2,241 Added 2.64%	87,195 $0
Q3 2022 Oct 06, 2022	BUY	$20.73 - $120.58 $48,570 - $282,518	2,343 Added 2.84%	84,954 $8.88 Million
Q2 2022 Jul 11, 2022	BUY	$112.61 - $135.91 $16,215 - $19,571	144 Added 0.17%	82,611 $9.3 Million
Q1 2022 Apr 12, 2022	BUY	$128.3 - $168.44 $52,474 - $68,891	409 Added 0.5%	82,467 $11.2 Million
Q4 2021 Jan 10, 2022	BUY	$153.94 - $171.78 $123,152 - $137,424	800 Added 0.98%	82,058 $13 Million
Q3 2021 Oct 08, 2021	BUY	$146.97 - $166.98 $116,547 - $132,415	793 Added 0.99%	81,258 $13.3 Million
Q2 2021 Jul 08, 2021	SELL	$147.37 - $166.44 $71,327 - $80,556	-484 Reduced 0.6%	80,465 $12.5 Million
Q1 2021 Apr 23, 2021	BUY	$125.65 - $157.65 $25,255 - $31,687	201 Added 0.25%	80,949 $12.3 Million
Q4 2020 Jan 20, 2021	SELL	$96.54 - $127.07 $51,069 - $67,220	-529 Reduced 0.65%	80,748 $10.3 Million
Q3 2020 Oct 08, 2020	SELL	$91.28 - $103.82 $120,672 - $137,250	-1,322 Reduced 1.6%	81,277 $7.83 Million
Q2 2020 Jul 17, 2020	SELL	$84.03 - $113.45 $148,228 - $200,125	-1,764 Reduced 2.09%	82,599 $7.77 Million
Q1 2020 Apr 09, 2020	BUY	$79.03 - $141.09 $274,629 - $490,287	3,475 Added 4.3%	84,363 $7.6 Million
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $131,723 - $164,213	1,178 Added 1.48%	80,888 $11.3 Million
Q3 2019 Nov 01, 2019	BUY	$104.8 - $120.23 $1.82 Million - $2.09 Million	17,388 Added 27.9%	79,710 $9.38 Million
Q2 2019 Jul 05, 2019	BUY	$104.64 - $116.12 $44,890 - $49,815	429 Added 0.69%	62,322 $6.97 Million
Q1 2019 Apr 05, 2019	SELL	$97.11 - $107.19 $13,789 - $15,220	-142 Reduced 0.23%	61,893 $6.27 Million
Q4 2018 Jan 25, 2019	BUY	$92.14 - $115.32 $165,852 - $207,576	1,800 Added 2.99%	62,035 $6.06 Million
Q3 2018 Oct 09, 2018	BUY	$103.61 - $118.63 $17,199 - $19,692	166 Added 0.28%	60,235 $6.8 Million
Q2 2018 Jul 20, 2018	BUY	$103.24 - $114.29 $99,729 - $110,404	966 Added 1.63%	60,069 $6.26 Million
Q1 2018 Apr 16, 2018	BUY	$107.01 - $118.77 $189,086 - $209,866	1,767 Added 3.08%	59,103 $6.5 Million
Q4 2017 Jan 26, 2018	SELL	$95.86 - $107.83 $24,731 - $27,820	-258 Reduced 0.45%	57,336 $6.13 Million
Q3 2017 Oct 17, 2017	BUY	$88.42 - $95.51 $5.09 Million - $5.5 Million	57,594	57,594 $5.5 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 ...

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Beese Fulmer Investment Management, Inc. Jpmorgan Chase & CO Transaction History