Blue Fin Capital, Inc. Jpmorgan Chase & CO Transaction History

Blue Fin Capital, Inc.

$445 Million
Q1 2024

A detailed history of Blue Fin Capital, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Blue Fin Capital, Inc. holds 35,450 shares of JPM stock, worth $7.4 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

35,450

Previous 35,727 0.78%

Holding current value

$7.4 Million

Previous $6.08 Million 16.83%

% of portfolio

1.6%

Previous 1.58%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $46,283 - $55,483	-277 Reduced 0.78%	35,450 $7.1 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $117,236 - $147,139	-864 Reduced 2.36%	35,727 $6.08 Million
Q3 2023 Oct 19, 2023	SELL	$143.21 - $158.0 $34,800 - $38,394	-243 Reduced 0.66%	36,591 $5.31 Million
Q2 2023 Jul 31, 2023	BUY	$127.47 - $145.44 $1.55 Million - $1.77 Million	12,138 Added 49.15%	36,834 $5.36 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $6,745 - $7,765	54 Added 0.22%	24,696 $3.22 Million

Q4 2022 Jan 23, 2023	SELL	$101.96 - $137.84 $33,238 - $44,935	-326 Reduced 1.31%	24,642 $0
Q3 2022 Nov 04, 2022	BUY	$20.73 - $120.58 $26,907 - $156,512	1,298 Added 5.48%	24,968 $2.61 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $106,979 - $129,114	950 Added 4.18%	23,670 $2.67 Million
Q1 2022 Apr 12, 2022	BUY	$128.3 - $168.44 $5,516 - $7,242	43 Added 0.19%	22,720 $3.1 Million
Q4 2021 Jan 19, 2022	BUY	$153.94 - $171.78 $21,397 - $23,877	139 Added 0.62%	22,677 $3.59 Million
Q3 2021 Oct 25, 2021	SELL	$146.97 - $166.98 $12,786 - $14,527	-87 Reduced 0.38%	22,538 $3.69 Million
Q2 2021 Jul 19, 2021	SELL	$147.37 - $166.44 $59,242 - $66,908	-402 Reduced 1.75%	22,625 $3.52 Million
Q1 2021 May 05, 2021	BUY	$125.65 - $157.65 $151,031 - $189,495	1,202 Added 5.51%	23,027 $3.51 Million
Q4 2020 Jan 28, 2021	BUY	$96.54 - $127.07 $92,774 - $122,114	961 Added 4.61%	21,825 $2.77 Million
Q3 2020 Oct 28, 2020	SELL	$91.28 - $103.82 $110,813 - $126,037	-1,214 Reduced 5.5%	20,864 $2.01 Million
Q2 2020 Aug 10, 2020	SELL	$84.03 - $113.45 $63,022 - $85,087	-750 Reduced 3.29%	22,078 $2.08 Million
Q1 2020 Apr 28, 2020	BUY	$79.03 - $141.09 $86,221 - $153,929	1,091 Added 5.02%	22,828 $2.06 Million
Q4 2019 Feb 10, 2020	BUY	$111.82 - $139.4 $94,599 - $117,932	846 Added 4.05%	21,737 $3.02 Million
Q3 2019 Nov 07, 2019	SELL	$104.8 - $120.23 $48,627 - $55,786	-464 Reduced 2.17%	20,891 $2.46 Million
Q2 2019 Jul 22, 2019	BUY	$104.64 - $116.12 $75,968 - $84,303	726 Added 3.52%	21,355 $2.39 Million
Q1 2019 Apr 23, 2019	BUY	$97.11 - $107.19 $32,531 - $35,908	335 Added 1.65%	20,629 $2.09 Million
Q4 2018 Jan 16, 2019	SELL	$92.14 - $115.32 $173,315 - $216,916	-1,881 Reduced 8.48%	20,294 $1.98 Million
Q3 2018 Nov 09, 2018	BUY	$103.61 - $118.63 $121,948 - $139,627	1,177 Added 5.61%	22,175 $2.5 Million
Q2 2018 Aug 06, 2018	BUY	$103.24 - $114.29 $8,672 - $9,600	84 Added 0.4%	20,998 $2.19 Million
Q1 2018 May 07, 2018	BUY	$107.01 - $118.77 $76,512 - $84,920	715 Added 3.54%	20,914 $2.3 Million
Q4 2017 Jan 26, 2018	BUY	$95.86 - $107.83 $71,511 - $80,441	746 Added 3.83%	20,199 $2.16 Million
Q3 2017 Oct 11, 2017	BUY	$88.42 - $95.51 $1.72 Million - $1.86 Million	19,453	19,453 $1.86 Million

Others Institutions Holding JPM

# of Institutions

4,421

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $613B
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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Blue Fin Capital, Inc. Jpmorgan Chase & CO Transaction History