Burns J W & CO Inc Jpmorgan Chase & CO Transaction History

Burns J W & CO Inc

$767 Million
Q3 2024

A detailed history of Burns J W & CO Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Burns J W & CO Inc holds 76,437 shares of JPM stock, worth $18.7 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

76,437

Previous 77,314 1.13%

Holding current value

$18.7 Million

Previous $15.6 Million 3.03%

% of portfolio

2.1%

Previous 2.11%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$194.9 - $224.8 $170,927 - $197,149	-877 Reduced 1.13%	76,437 $16.1 Million
Q2 2024 Jul 23, 2024	SELL	$180.08 - $204.79 $720 - $819	-4 Reduced 0.01%	77,314 $15.6 Million
Q1 2024 Apr 17, 2024	SELL	$167.09 - $200.3 $478,712 - $573,859	-2,865 Reduced 3.57%	77,318 $15.5 Million
Q4 2023 Jan 18, 2024	SELL	$135.69 - $170.3 $51,155 - $64,203	-377 Reduced 0.47%	80,183 $13.6 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $118,148 - $130,350	-825 Reduced 1.01%	80,560 $11.7 Million
Q2 2023 Jul 12, 2023	SELL	$127.47 - $145.44 $86,552 - $98,753	-679 Reduced 0.83%	81,385 $11.8 Million
Q1 2023 Apr 17, 2023	BUY	$124.91 - $143.8 $95,681 - $110,150	766 Added 0.94%	82,064 $10.7 Million
Q4 2022 Jan 13, 2023	SELL	$101.96 - $137.84 $39,662 - $53,619	-389 Reduced 0.48%	81,298 $10.9 Million
Q3 2022 Oct 04, 2022	BUY	$20.73 - $120.58 $3,482 - $20,257	168 Added 0.21%	81,687 $8.54 Million
Q2 2022 Jul 14, 2022	BUY	$112.61 - $135.91 $169,140 - $204,136	1,502 Added 1.88%	81,519 $9.18 Million
Q1 2022 Apr 08, 2022	SELL	$128.3 - $168.44 $183,853 - $241,374	-1,433 Reduced 1.76%	80,017 $10.9 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $6,311 - $7,042	41 Added 0.05%	81,450 $12.9 Million
Q3 2021 Oct 13, 2021	BUY	$146.97 - $166.98 $317,308 - $360,509	2,159 Added 2.72%	81,409 $13.3 Million
Q2 2021 Jul 12, 2021	BUY	$147.37 - $166.44 $60,421 - $68,240	410 Added 0.52%	79,250 $12.3 Million
Q1 2021 Apr 16, 2021	BUY	$125.65 - $157.65 $87,452 - $109,724	696 Added 0.89%	78,840 $12 Million
Q4 2020 Jan 12, 2021	BUY	$96.54 - $127.07 $137,569 - $181,074	1,425 Added 1.86%	78,144 $9.93 Million
Q3 2020 Oct 06, 2020	SELL	$91.28 - $103.82 $12,231 - $13,911	-134 Reduced 0.17%	76,719 $7.39 Million
Q2 2020 Jul 06, 2020	BUY	$84.03 - $113.45 $287,382 - $387,999	3,420 Added 4.66%	76,853 $7.23 Million
Q1 2020 Apr 06, 2020	SELL	$79.03 - $141.09 $1,659 - $2,962	-21 Reduced 0.03%	73,433 $6.61 Million
Q4 2019 Jan 07, 2020	BUY	$111.82 - $139.4 $355,587 - $443,292	3,180 Added 4.53%	73,454 $10.2 Million
Q3 2019 Oct 11, 2019	BUY	$104.8 - $120.23 $52,504 - $60,235	501 Added 0.72%	70,274 $8.27 Million
Q2 2019 Jul 09, 2019	BUY	$104.64 - $116.12 $228,533 - $253,606	2,184 Added 3.23%	69,773 $7.8 Million
Q1 2019 Apr 02, 2019	BUY	$97.11 - $107.19 $163,047 - $179,972	1,679 Added 2.55%	67,589 $6.84 Million
Q4 2018 Jan 16, 2019	SELL	$92.14 - $115.32 $192,941 - $241,480	-2,094 Reduced 3.08%	65,910 $6.43 Million
Q3 2018 Oct 05, 2018	BUY	$103.61 - $118.63 $171,060 - $195,858	1,651 Added 2.49%	68,004 $7.67 Million
Q2 2018 Jul 20, 2018	SELL	$103.24 - $114.29 $12,595 - $13,943	-122 Reduced 0.18%	66,353 $6.91 Million
Q1 2018 Apr 04, 2018	BUY	$107.01 - $118.77 $58,641 - $65,085	548 Added 0.83%	66,475 $7.31 Million
Q4 2017 Jan 17, 2018	SELL	$95.86 - $107.83 $69,210 - $77,853	-722 Reduced 1.08%	65,927 $7.05 Million
Q3 2017 Oct 10, 2017	BUY	$88.42 - $95.51 $5.89 Million - $6.37 Million	66,649	66,649 $6.37 Million

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $718B
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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