Capital Group Private Client Services, Inc. Jpmorgan Chase & CO Transaction History

Capital Group Private Client Services, Inc.

$9.94 Billion
Q3 2024

A detailed history of Capital Group Private Client Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 743,883 shares of JPM stock, worth $179 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

743,883

Previous 770,190 3.42%

Holding current value

$179 Million

Previous $156 Million 0.65%

% of portfolio

1.58%

Previous 1.62%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$194.9 - $224.8 $5.13 Million - $5.91 Million	-26,307 Reduced 3.42%	743,883 $157 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $7.53 Million - $8.57 Million	-41,834 Reduced 5.15%	770,190 $156 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $36.3 Million - $43.6 Million	-217,485 Reduced 21.13%	812,024 $163 Million
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $7.46 Million - $9.37 Million	-55,015 Reduced 5.07%	1,029,509 $175 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $2.06 Million - $2.27 Million	-14,375 Reduced 1.31%	1,084,524 $157 Million
Q2 2023 Aug 11, 2023	SELL	$127.47 - $145.44 $244,232 - $278,663	-1,916 Reduced 0.17%	1,098,899 $160 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $595,071 - $685,063	4,764 Added 0.43%	1,100,815 $143 Million
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $965,051 - $1.3 Million	-9,465 Reduced 0.86%	1,096,051 $147 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $183,875 - $1.07 Million	-8,870 Reduced 0.8%	1,105,516 $116 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $1.53 Million - $1.84 Million	-13,564 Reduced 1.2%	1,114,386 $125 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $1.34 Million - $1.76 Million	10,444 Added 0.93%	1,127,950 $154 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $4.22 Million - $4.71 Million	-27,401 Reduced 2.39%	1,117,506 $177 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $168 Million - $191 Million	1,144,907 New	1,144,907 $187 Million

Others Institutions Holding JPM

# of Institutions

4,612

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 $706B
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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Capital Group Private Client Services, Inc. Jpmorgan Chase & CO Transaction History