Brookmont Capital Management Jpmorgan Chase & CO Transaction History

Brookmont Capital Management

$194 Million
Q3 2024

A detailed history of Brookmont Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brookmont Capital Management holds 24,251 shares of JPM stock, worth $6.07 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

24,251

Previous 28,085 13.65%

Holding current value

$6.07 Million

Previous $5.68 Million 10.02%

% of portfolio

2.63%

Previous 3.11%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$194.9 - $224.8 $747,246 - $861,883	-3,834 Reduced 13.65%	24,251 $5.11 Million
Q2 2024 Jul 17, 2024	SELL	$180.08 - $204.79 $118,312 - $134,547	-657 Reduced 2.29%	28,085 $5.68 Million
Q1 2024 Apr 16, 2024	SELL	$167.09 - $200.3 $52,800 - $63,294	-316 Reduced 1.09%	28,742 $5.76 Million
Q4 2023 Jan 18, 2024	SELL	$135.69 - $170.3 $21,574 - $27,077	-159 Reduced 0.54%	29,058 $4.94 Million
Q3 2023 Oct 12, 2023	SELL	$143.21 - $158.0 $42,103 - $46,452	-294 Reduced 1.0%	29,217 $4.24 Million
Q2 2023 Jul 13, 2023	SELL	$127.47 - $145.44 $382 - $436	-3 Reduced 0.01%	29,511 $4.29 Million
Q1 2023 Apr 11, 2023	BUY	$124.91 - $143.8 $14,364 - $16,537	115 Added 0.39%	29,514 $3.85 Million
Q4 2022 Feb 06, 2023	SELL	$101.96 - $137.84 $84,626 - $114,407	-830 Reduced 2.75%	29,399 $3.94 Million
Q3 2022 Oct 12, 2022	BUY	$20.73 - $120.58 $48,321 - $281,071	2,331 Added 8.36%	30,229 $3.16 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $108,781 - $131,289	-966 Reduced 3.35%	27,898 $3.14 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $31,946 - $41,941	249 Added 0.87%	28,864 $3.94 Million
Q4 2021 Jan 27, 2022	SELL	$153.94 - $171.78 $194,272 - $216,786	-1,262 Reduced 4.22%	28,615 $4.53 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $27,777 - $31,559	189 Added 0.64%	29,877 $4.89 Million
Q2 2021 Jul 19, 2021	SELL	$147.37 - $166.44 $21,221 - $23,967	-144 Reduced 0.48%	29,688 $4.62 Million
Q1 2021 Apr 15, 2021	SELL	$125.65 - $157.65 $20,857 - $26,169	-166 Reduced 0.55%	29,832 $4.54 Million
Q4 2020 Feb 04, 2021	SELL	$96.54 - $127.07 $144,037 - $189,588	-1,492 Reduced 4.74%	29,998 $3.81 Million
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $49,838 - $56,685	546 Added 1.76%	31,490 $3.03 Million
Q2 2020 Jul 23, 2020	SELL	$84.03 - $113.45 $801,562 - $1.08 Million	-9,539 Reduced 23.56%	30,944 $2.91 Million
Q1 2020 Apr 28, 2020	SELL	$79.03 - $141.09 $88,513 - $158,020	-1,120 Reduced 2.69%	40,483 $3.65 Million
Q4 2019 Jan 22, 2020	SELL	$111.82 - $139.4 $453,206 - $564,988	-4,053 Reduced 8.88%	41,603 $5.8 Million
Q3 2019 Nov 07, 2019	SELL	$104.8 - $120.23 $29,029 - $33,303	-277 Reduced 0.6%	45,656 $5.37 Million
Q2 2019 Jul 18, 2019	BUY	$104.64 - $116.12 $23,334 - $25,894	223 Added 0.49%	45,933 $5.14 Million
Q1 2019 Apr 16, 2019	BUY	$97.11 - $107.19 $7,574 - $8,360	78 Added 0.17%	45,710 $4.63 Million
Q4 2018 Feb 12, 2019	SELL	$92.14 - $115.32 $437,388 - $547,424	-4,747 Reduced 9.42%	45,632 $4.46 Million
Q3 2018 Nov 08, 2018	SELL	$103.61 - $118.63 $9,324 - $10,676	-90 Reduced 0.18%	50,379 $5.69 Million
Q2 2018 Jul 19, 2018	BUY	$103.24 - $114.29 $100,968 - $111,775	978 Added 1.98%	50,469 $5.26 Million
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $4.83 Million - $5.36 Million	-45,135 Reduced 47.7%	49,491 $5.44 Million
Q4 2017 Feb 12, 2018	BUY	$95.86 - $107.83 $2.62 Million - $2.95 Million	27,365 Added 40.68%	94,626 $10.1 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $5.95 Million - $6.42 Million	67,261	67,261 $6.42 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

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 $734B
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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Brookmont Capital Management Jpmorgan Chase & CO Transaction History