Braun Stacey Associates Inc Jpmorgan Chase & CO Transaction History

Braun Stacey Associates Inc

$2.54 Billion
Q3 2024

A detailed history of Braun Stacey Associates Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Braun Stacey Associates Inc holds 200,068 shares of JPM stock, worth $47.9 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

200,068

Previous 202,757 1.33%

Holding current value

$47.9 Million

Previous $41 Million 2.83%

% of portfolio

1.66%

Previous 1.41%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$194.9 - $224.8 $524,086 - $604,487	-2,689 Reduced 1.33%	200,068 $42.2 Million
Q2 2024 Jul 29, 2024	BUY	$180.08 - $204.79 $1.1 Million - $1.25 Million	6,114 Added 3.11%	202,757 $41 Million
Q1 2024 Apr 30, 2024	SELL	$167.09 - $200.3 $62,992 - $75,513	-377 Reduced 0.19%	196,643 $39.4 Million
Q4 2023 Jan 23, 2024	SELL	$135.69 - $170.3 $1.59 Million - $2 Million	-11,720 Reduced 5.61%	197,020 $33.5 Million
Q3 2023 Nov 21, 2023	BUY	$143.21 - $158.0 $348,000 - $383,940	2,430 Added 1.18%	208,740 $30.3 Million
Q2 2023 Jul 28, 2023	SELL	$127.47 - $145.44 $24.8 Million - $28.3 Million	-194,276 Reduced 48.5%	206,310 $30 Million
Q1 2023 May 08, 2023	BUY	$124.91 - $143.8 $25.1 Million - $28.9 Million	201,298 Added 101.01%	400,586 $52.2 Million
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $523,462 - $707,670	5,134 Added 2.64%	199,288 $26.7 Million
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $274,423 - $1.6 Million	-13,238 Reduced 6.38%	194,154 $20.3 Million
Q2 2022 Jul 27, 2022	SELL	$112.61 - $135.91 $2.53 Million - $3.06 Million	-22,496 Reduced 9.79%	207,392 $23.4 Million
Q1 2022 Apr 28, 2022	SELL	$128.3 - $168.44 $4.72 Million - $6.19 Million	-36,757 Reduced 13.78%	229,888 $31.3 Million
Q4 2021 Jan 25, 2022	BUY	$153.94 - $171.78 $571,887 - $638,162	3,715 Added 1.41%	266,645 $42.2 Million
Q3 2021 Dec 01, 2021	SELL	$146.97 - $166.98 $782,468 - $889,001	-5,324 Reduced 1.98%	262,930 $43 Million
Q2 2021 Jul 23, 2021	SELL	$147.37 - $166.44 $103,748 - $117,173	-704 Reduced 0.26%	268,254 $41.7 Million
Q1 2021 Apr 28, 2021	SELL	$125.65 - $157.65 $1.66 Million - $2.09 Million	-13,245 Reduced 4.69%	268,958 $40.9 Million
Q4 2020 Feb 03, 2021	BUY	$96.54 - $127.07 $619,400 - $815,281	6,416 Added 2.33%	282,203 $35.9 Million
Q3 2020 Oct 27, 2020	BUY	$91.28 - $103.82 $450,010 - $511,832	4,930 Added 1.82%	275,787 $26.6 Million
Q2 2020 Aug 06, 2020	BUY	$84.03 - $113.45 $657,534 - $887,746	7,825 Added 2.97%	270,857 $25.5 Million
Q1 2020 Jun 09, 2020	SELL	$79.03 - $141.09 $1.7 Million - $3.04 Million	-21,541 Reduced 7.57%	263,032 $23.7 Million
Q4 2019 Jan 24, 2020	BUY	$111.82 - $139.4 $1.82 Million - $2.27 Million	16,301 Added 6.08%	284,573 $39.7 Million
Q3 2019 Oct 31, 2019	BUY	$104.8 - $120.23 $373,612 - $428,619	3,565 Added 1.35%	268,272 $31.6 Million
Q2 2019 Jul 25, 2019	SELL	$104.64 - $116.12 $603,772 - $670,012	-5,770 Reduced 2.13%	264,707 $29.6 Million
Q1 2019 Apr 25, 2019	BUY	$97.11 - $107.19 $327,940 - $361,980	3,377 Added 1.26%	270,477 $27.4 Million
Q4 2018 Jan 28, 2019	BUY	$92.14 - $115.32 $607,202 - $759,958	6,590 Added 2.53%	267,100 $26.1 Million
Q3 2018 Oct 29, 2018	BUY	$103.61 - $118.63 $179,659 - $205,704	1,734 Added 0.67%	260,510 $29.4 Million
Q2 2018 Aug 01, 2018	BUY	$103.24 - $114.29 $192,749 - $213,379	1,867 Added 0.73%	258,776 $27 Million
Q1 2018 May 01, 2018	BUY	$107.01 - $118.77 $116,426 - $129,221	1,088 Added 0.43%	256,909 $28.3 Million
Q4 2017 Jan 30, 2018	SELL	$95.86 - $107.83 $1.12 Million - $1.26 Million	-11,665 Reduced 4.36%	255,821 $27.4 Million
Q3 2017 Oct 25, 2017	BUY	$88.42 - $95.51 $23.7 Million - $25.5 Million	267,486	267,486 $25.5 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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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 $702B
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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Braun Stacey Associates Inc Jpmorgan Chase & CO Transaction History