A detailed history of Capital Insight Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Insight Partners, LLC holds 33,936 shares of JPM stock, worth $8.48 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
33,936
Previous 33,973 0.11%
Holding current value
$8.48 Million
Previous $6.87 Million 4.1%
% of portfolio
1.27%
Previous 1.31%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$194.9 - $224.8 $7,211 - $8,317
-37 Reduced 0.11%
33,936 $7.15 Million
Q2 2024

Jul 24, 2024

SELL
$180.08 - $204.79 $362,320 - $412,037
-2,012 Reduced 5.59%
33,973 $6.87 Million
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $63,995 - $76,714
-383 Reduced 1.05%
35,985 $7.21 Million
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $72,051 - $90,429
531 Added 1.48%
36,368 $6.19 Million
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $224,123 - $247,270
1,565 Added 4.57%
35,837 $5.2 Million
Q2 2023

Jul 21, 2023

SELL
$127.47 - $145.44 $92,543 - $105,589
-726 Reduced 2.07%
34,272 $4.98 Million
Q1 2023

Apr 27, 2023

SELL
$124.91 - $143.8 $31,102 - $35,806
-249 Reduced 0.71%
34,998 $4.56 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $221,049 - $298,837
2,168 Added 6.55%
35,247 $4.73 Million
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $11,339 - $65,957
547 Added 1.68%
33,079 $3.46 Million
Q2 2022

Jul 20, 2022

BUY
$112.61 - $135.91 $132,316 - $159,694
1,175 Added 3.75%
32,532 $3.66 Million
Q1 2022

Apr 21, 2022

BUY
$128.3 - $168.44 $39,901 - $52,384
311 Added 1.0%
31,357 $4.28 Million
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $65,424 - $73,006
425 Added 1.39%
31,046 $4.92 Million
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $79,657 - $90,503
542 Added 1.8%
30,621 $5.01 Million
Q2 2021

Aug 02, 2021

BUY
$147.37 - $166.44 $5,452 - $6,158
37 Added 0.12%
30,079 $4.68 Million
Q1 2021

Apr 20, 2021

SELL
$125.65 - $157.65 $6,408 - $8,040
-51 Reduced 0.17%
30,042 $4.57 Million
Q4 2020

Feb 02, 2021

BUY
$96.54 - $127.07 $8,012 - $10,546
83 Added 0.28%
30,093 $3.82 Million
Q3 2020

Nov 04, 2020

BUY
$91.28 - $103.82 $23,550 - $26,785
258 Added 0.87%
30,010 $2.89 Million
Q2 2020

Jul 15, 2020

BUY
$84.03 - $113.45 $97,390 - $131,488
1,159 Added 4.05%
29,752 $2.8 Million
Q1 2020

Apr 14, 2020

BUY
$79.03 - $141.09 $873,123 - $1.56 Million
11,048 Added 62.97%
28,593 $2.57 Million
Q4 2019

Jan 27, 2020

BUY
$111.82 - $139.4 $1.96 Million - $2.45 Million
17,545 New
17,545 $2.45 Million
Q3 2019

Oct 09, 2019

SELL
$104.8 - $120.23 $19,912 - $22,843
-190 Reduced 1.06%
17,687 $2.08 Million
Q2 2019

Jul 09, 2019

BUY
$104.64 - $116.12 $23,962 - $26,591
229 Added 1.3%
17,877 $2 Million
Q1 2019

Apr 04, 2019

BUY
$97.11 - $107.19 $966,341 - $1.07 Million
9,951 Added 129.28%
17,648 $1.79 Million
Q4 2018

Jan 03, 2019

BUY
$92.14 - $115.32 $82,373 - $103,096
894 Added 13.14%
7,697 $751,000
Q3 2018

Oct 04, 2018

SELL
$103.61 - $118.63 $704,858 - $807,039
-6,803 Closed
0 $0
Q2 2018

Jul 05, 2018

BUY
$103.24 - $114.29 $49,245 - $54,516
477 Added 7.54%
6,803 $709,000
Q1 2018

Apr 16, 2018

BUY
$107.01 - $118.77 $59,390 - $65,917
555 Added 9.62%
6,326 $696,000
Q4 2017

Jan 12, 2018

SELL
$95.86 - $107.83 $21,568 - $24,261
-225 Reduced 3.75%
5,771 $617,000
Q3 2017

Oct 10, 2017

BUY
$88.42 - $95.51 $530,166 - $572,677
5,996
5,996 $573,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $733B
  • 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
Track This Portfolio

Track Capital Insight Partners, LLC Portfolio

Follow Capital Insight Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Insight Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Insight Partners, LLC with notifications on news.