Bernzott Capital Advisors Jpmorgan Chase & CO Transaction History

Bernzott Capital Advisors

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $1.5 Million - $1.89 Million	-11,074 Reduced 24.23%	34,623 $5.89 Million
Q3 2023 Oct 23, 2023	SELL	$143.21 - $158.0 $1.05 Million - $1.16 Million	-7,357 Reduced 13.87%	45,697 $6.63 Million
Q2 2023 Jul 27, 2023	SELL	$127.47 - $145.44 $181,389 - $206,961	-1,423 Reduced 2.61%	53,054 $7.72 Million
Q1 2023 Apr 27, 2023	SELL	$124.91 - $143.8 $1.7 Million - $1.95 Million	-13,577 Reduced 19.95%	54,477 $7.1 Million
Q4 2022 Jan 18, 2023	BUY	$101.96 - $137.84 $326,577 - $441,501	3,203 Added 4.94%	68,054 $0
Q3 2022 Dec 22, 2022	BUY	$20.73 - $120.58 $1,285 - $7,475	62 Added 0.1%	64,851 $6.78 Million
Q3 2022 Oct 18, 2022	BUY	$20.73 - $120.58 $832,496 - $4.84 Million	40,159 Added 163.05%	64,789 $6.77 Million
Q2 2022 Jul 25, 2022	BUY	$112.61 - $135.91 $2.77 Million - $3.35 Million	24,630 New	24,630 $2.77 Million

4,613

1.96B

29.8M

35.7M

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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