Blueprint Investment Partners LLC Jpmorgan Chase & CO Transaction History

Blueprint Investment Partners LLC

$529 Million
Q4 2024

A detailed history of Blueprint Investment Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Blueprint Investment Partners LLC holds 23,972 shares of JPM stock, worth $6.33 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

23,972

Previous 19,072 25.69%

Holding current value

$6.33 Million

Previous $4.02 Million 42.97%

% of portfolio

1.09%

Previous 0.88%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$205.18 - $250.29 $1.01 Million - $1.23 Million	4,900 Added 25.69%	23,972 $5.75 Million
Q3 2024 Nov 13, 2024	SELL	$194.9 - $224.8 $126,685 - $146,120	-650 Reduced 3.3%	19,072 $4.02 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $140,822 - $160,145	782 Added 4.13%	19,722 $3.99 Million
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $158,401 - $189,884	948 Added 5.27%	18,940 $3.79 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $310,187 - $389,305	2,286 Added 14.55%	17,992 $3.06 Million
Q3 2023 Nov 15, 2023	BUY	$143.21 - $158.0 $85,353 - $94,168	596 Added 3.94%	15,706 $2.28 Million
Q2 2023 Aug 15, 2023	SELL	$127.47 - $145.44 $488,847 - $557,762	-3,835 Reduced 20.24%	15,110 $2.2 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $427,816 - $492,515	-3,425 Reduced 15.31%	18,945 $2.47 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $2.09 Million - $2.83 Million	20,508 Added 1101.4%	22,370 $3 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $38,599 - $224,519	1,862 New	1,862 $195,000
Q2 2022 Aug 09, 2022	SELL	$112.61 - $135.91 $97,632 - $117,833	-867 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $1.1 Million - $1.44 Million	-8,550 Reduced 90.79%	867 $118,000
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $614,836 - $686,089	3,994 Added 73.65%	9,417 $1.49 Million
Q3 2021 Nov 04, 2021	BUY	$146.97 - $166.98 $797,018 - $905,532	5,423 New	5,423 $888,000

Others Institutions Holding JPM

# of Institutions

5,044

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

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 $775B
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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Blueprint Investment Partners LLC Jpmorgan Chase & CO Transaction History