Boltwood Capital Management Jpmorgan Chase & CO Transaction History

Boltwood Capital Management

$326 Million
Q1 2025

A detailed history of Boltwood Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Boltwood Capital Management holds 16,435 shares of JPM stock, worth $4.72 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

16,435

Previous 14,450 13.74%

Holding current value

$4.72 Million

Previous $3.46 Million 16.4%

% of portfolio

1.24%

Previous 1.06%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$225.19 - $279.95 $447,002 - $555,700	1,985 Added 13.74%	16,435 $4.03 Million
Q4 2024 Jan 06, 2025	BUY	$205.18 - $250.29 $8,207 - $10,011	40 Added 0.28%	14,450 $3.46 Million
Q3 2024 Oct 02, 2024	BUY	$194.9 - $224.8 $3,703 - $4,271	19 Added 0.13%	14,410 $3.04 Million
Q2 2024 Jul 08, 2024	SELL	$180.08 - $204.79 $202,590 - $230,388	-1,125 Reduced 7.25%	14,391 $2.91 Million
Q1 2024 Apr 04, 2024	SELL	$167.09 - $200.3 $59,316 - $71,106	-355 Reduced 2.24%	15,516 $3.11 Million
Q4 2023 Jan 05, 2024	SELL	$135.69 - $170.3 $35,008 - $43,937	-258 Reduced 1.6%	15,871 $2.7 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $75,901 - $83,740	-530 Reduced 3.18%	16,129 $2.34 Million
Q2 2023 Jul 06, 2023	SELL	$127.47 - $145.44 $254 - $290	-2 Reduced 0.01%	16,659 $2.42 Million
Q1 2023 Apr 03, 2023	BUY	$124.91 - $143.8 $23,358 - $26,890	187 Added 1.14%	16,661 $2.17 Million
Q4 2022 Jan 06, 2023	SELL	$101.96 - $137.84 $30,282 - $40,938	-297 Reduced 1.77%	16,474 $0
Q3 2022 Oct 04, 2022	SELL	$20.73 - $120.58 $12,769 - $74,277	-616 Reduced 3.54%	16,771 $1.75 Million
Q2 2022 Jul 07, 2022	SELL	$112.61 - $135.91 $18,017 - $21,745	-160 Reduced 0.91%	17,387 $1.96 Million
Q1 2022 Apr 20, 2022	SELL	$128.3 - $168.44 $75,825 - $99,548	-591 Reduced 3.26%	17,547 $2.39 Million
Q4 2021 Jan 10, 2022	SELL	$153.94 - $171.78 $20,012 - $22,331	-130 Reduced 0.71%	18,138 $2.87 Million
Q3 2021 Oct 08, 2021	SELL	$146.97 - $166.98 $293 - $333	-2 Reduced 0.01%	18,268 $2.99 Million
Q2 2021 Jul 06, 2021	SELL	$147.37 - $166.44 $21,073 - $23,800	-143 Reduced 0.78%	18,270 $2.84 Million
Q1 2021 Apr 05, 2021	SELL	$125.65 - $157.65 $184,077 - $230,957	-1,465 Reduced 7.37%	18,413 $2.8 Million
Q4 2020 Jan 04, 2021	SELL	$96.54 - $127.07 $7,240 - $9,530	-75 Reduced 0.38%	19,878 $2.53 Million
Q3 2020 Oct 05, 2020	SELL	$91.28 - $103.82 $912 - $1,038	-10 Reduced 0.05%	19,953 $1.92 Million
Q2 2020 Jul 02, 2020	SELL	$84.03 - $113.45 $58,232 - $78,620	-693 Reduced 3.35%	19,963 $1.88 Million
Q1 2020 Apr 07, 2020	SELL	$79.03 - $141.09 $128,976 - $230,258	-1,632 Reduced 7.32%	20,656 $1.86 Million
Q4 2019 Jan 07, 2020	BUY	$111.82 - $139.4 $3,354 - $4,182	30 Added 0.13%	22,288 $3.11 Million
Q3 2019 Oct 02, 2019	SELL	$104.8 - $120.23 $17,711 - $20,318	-169 Reduced 0.75%	22,258 $2.62 Million
Q2 2019 Jul 01, 2019	SELL	$104.64 - $116.12 $38,193 - $42,383	-365 Reduced 1.6%	22,427 $2.51 Million
Q1 2019 Apr 02, 2019	SELL	$97.11 - $107.19 $2.24 Million - $2.48 Million	-23,117 Closed	0 $0
Q4 2018 Jan 07, 2019	SELL	$92.14 - $115.32 $44,964 - $56,276	-488 Reduced 2.07%	23,117 $2.26 Million
Q3 2018 Oct 10, 2018	SELL	$103.61 - $118.63 $8,288 - $9,490	-80 Reduced 0.34%	23,605 $2.66 Million
Q2 2018 Jul 06, 2018	SELL	$103.24 - $114.29 $78,978 - $87,431	-765 Reduced 3.13%	23,685 $2.47 Million
Q1 2018 Apr 05, 2018	SELL	$107.01 - $118.77 $62,065 - $68,886	-580 Reduced 2.32%	24,450 $2.69 Million
Q4 2017 Jan 10, 2018	BUY	$95.86 - $107.83 $14,379 - $16,174	150 Added 0.6%	25,030 $2.68 Million
Q3 2017 Oct 10, 2017	BUY	$88.42 - $95.51 $2.2 Million - $2.38 Million	24,880	24,880 $2.38 Million

Others Institutions Holding JPM

# of Institutions

5,192

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $842B
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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Boltwood Capital Management Jpmorgan Chase & CO Transaction History