Burney CO Jpmorgan Chase & CO Transaction History

Burney CO

$2.54 Billion
Q3 2024

A detailed history of Burney CO transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Burney CO holds 23,186 shares of JPM stock, worth $5.1 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

23,186

Previous 19,167 20.97%

Holding current value

$5.1 Million

Previous $3.88 Million 26.08%

% of portfolio

0.19%

Previous 0.16%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$194.9 - $224.8 $783,303 - $903,471	4,019 Added 20.97%	23,186 $4.89 Million
Q2 2024 Jul 29, 2024	SELL	$180.08 - $204.79 $91,300 - $103,828	-507 Reduced 2.58%	19,167 $3.88 Million
Q1 2024 May 22, 2024	SELL	$167.09 - $200.3 $2.57 Million - $3.08 Million	-15,387 Reduced 43.89%	19,674 $3.94 Million
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $1.94 Million - $2.43 Million	-14,263 Reduced 28.92%	35,061 $5.96 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $71,891 - $79,316	502 Added 1.03%	49,324 $7.15 Million
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $1.32 Million - $1.5 Million	-10,319 Reduced 17.45%	48,822 $7.1 Million
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $55,709 - $64,134	446 Added 0.76%	59,141 $7.71 Million
Q4 2022 Feb 06, 2023	BUY	$101.96 - $137.84 $3.59 Million - $4.85 Million	35,174 Added 149.54%	58,695 $7.87 Million
Q3 2022 Nov 15, 2022	SELL	$20.73 - $120.58 $5,078 - $29,542	-245 Reduced 1.03%	23,521 $2.46 Million
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $164,973 - $199,108	-1,465 Reduced 5.81%	23,766 $2.68 Million
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $23,735 - $31,161	-185 Reduced 0.73%	25,231 $3.44 Million
Q4 2021 Feb 11, 2022	SELL	$153.94 - $171.78 $42,949 - $47,926	-279 Reduced 1.09%	25,416 $4.03 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $1,028 - $1,168	7 Added 0.03%	25,695 $4.21 Million
Q2 2021 Aug 06, 2021	SELL	$147.37 - $166.44 $11,200 - $12,649	-76 Reduced 0.29%	25,688 $4 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $45,736 - $57,384	-364 Reduced 1.39%	25,764 $3.92 Million
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $78,776 - $103,689	-816 Reduced 3.03%	26,128 $3.32 Million
Q3 2020 Dec 14, 2020	SELL	$91.28 - $103.82 $123,684 - $140,676	-1,355 Reduced 4.79%	26,944 $2.59 Million
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $247,048 - $333,543	-2,940 Reduced 9.41%	28,299 $2.66 Million
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $178,291 - $318,299	-2,256 Reduced 6.74%	31,239 $2.81 Million
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $180,030 - $224,434	-1,610 Reduced 4.59%	33,495 $4.67 Million
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $110,773 - $127,083	-1,057 Reduced 2.92%	35,105 $4.13 Million
Q2 2019 Aug 12, 2019	SELL	$104.64 - $116.12 $118,661 - $131,680	-1,134 Reduced 3.04%	36,162 $4.04 Million
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $456,999 - $504,436	-4,706 Reduced 11.2%	37,296 $3.78 Million
Q4 2018 Feb 12, 2019	SELL	$92.14 - $115.32 $79,056 - $98,944	-858 Reduced 2.0%	42,002 $4.1 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $493,805 - $565,390	-4,766 Reduced 10.01%	42,860 $4.84 Million
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $556,257 - $615,794	5,388 Added 12.76%	47,626 $4.96 Million
Q1 2018 May 08, 2018	SELL	$107.01 - $118.77 $719,428 - $798,490	-6,723 Reduced 13.73%	42,238 $4.65 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $434,916 - $489,224	4,537 Added 10.21%	48,961 $5.24 Million
Q3 2017 Nov 13, 2017	SELL	$88.42 - $95.51 $194,081 - $209,644	-2,195 Reduced 4.71%	44,424 $4.24 Million
Q3 2017 Nov 09, 2017	BUY	$88.42 - $95.51 $4.12 Million - $4.45 Million	46,619	46,619 $4.25 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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