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 33,973 shares of JPM stock, worth $7.16 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
33,973
Previous 35,985 5.59%
Holding current value
$7.16 Million
Previous $7.21 Million 4.66%
% of portfolio
1.31%
Previous 1.36%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $618B
  • 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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