Burleson & Company, LLC Jpmorgan Chase & CO Transaction History

Burleson & Company, LLC

$384 Million
Q4 2022

A detailed history of Burleson & Company, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Burleson & Company, LLC holds 38,496 shares of JPM stock, worth $7.9 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

38,496

Previous 41,861 8.04%

Holding current value

$7.9 Million

Previous $4.37 Million 18.02%

% of portfolio

1.35%

Previous 0.94%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	SELL	$101.96 - $137.84 $343,095 - $463,831	-3,365 Reduced 8.04%	38,496 $5.16 Million
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $27,114 - $157,718	1,308 Added 3.23%	41,861 $4.37 Million
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $333,438 - $402,429	2,961 Added 7.88%	40,553 $4.57 Million
Q1 2022 Apr 25, 2022	BUY	$128.3 - $168.44 $2.51 Million - $3.3 Million	19,573 Added 108.62%	37,592 $5.13 Million
Q4 2021 Jan 25, 2022	BUY	$153.94 - $171.78 $769 - $858	5 Added 0.03%	18,019 $2.85 Million

Q3 2021 Nov 02, 2021	BUY	$146.97 - $166.98 $2,351 - $2,671	16 Added 0.09%	18,014 $2.95 Million
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $2,210 - $2,496	15 Added 0.08%	17,998 $2.8 Million
Q1 2021 May 12, 2021	SELL	$125.65 - $157.65 $4,020 - $5,044	-32 Reduced 0.18%	17,983 $2.74 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $351,309 - $462,407	-3,639 Reduced 16.81%	18,015 $2.29 Million
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $617,417 - $702,238	-6,764 Reduced 23.8%	21,654 $2.23 Million
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $413,511 - $558,287	-4,921 Reduced 14.76%	28,418 $2.82 Million
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $2.63 Million - $4.7 Million	33,339 New	33,339 $3.09 Million

Others Institutions Holding JPM

# of Institutions

4,426

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 $602B
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 ...

More about JPM

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Burleson & Company, LLC Jpmorgan Chase & CO Transaction History