Capital International Investors Jpmorgan Chase & CO Transaction History

Capital International Investors

$483 Billion
Q1 2024

A detailed history of Capital International Investors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital International Investors holds 42,294,992 shares of JPM stock, worth $8.57 Billion. This represents 1.75% of its overall portfolio holdings.

Number of Shares

42,294,992

Previous 41,516,695 1.87%

Holding current value

$8.57 Billion

Previous $7.06 Billion 19.96%

% of portfolio

1.75%

Previous 1.62%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $130 Million - $156 Million	778,297 Added 1.87%	42,294,992 $8.47 Billion
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $289 Million - $362 Million	2,128,478 Added 5.4%	41,516,695 $7.06 Billion
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $243 Million - $268 Million	-1,693,993 Reduced 4.12%	39,388,217 $5.71 Billion
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $5.85 Million - $6.68 Million	45,927 Added 0.11%	41,082,210 $5.97 Billion
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $208 Million - $239 Million	-1,664,109 Reduced 3.9%	41,036,283 $5.35 Billion

Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $257 Million - $348 Million	2,525,447 Added 6.29%	42,700,392 $5.73 Billion
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $201 Million - $1.17 Billion	9,702,742 Added 31.84%	40,174,945 $4.2 Billion
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $238 Million - $287 Million	-2,110,463 Reduced 6.48%	30,472,203 $3.43 Billion
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $582 Million - $765 Million	-4,539,667 Reduced 12.23%	32,582,666 $4.44 Billion
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $261 Million - $291 Million	-1,695,231 Reduced 4.37%	37,122,333 $5.88 Billion
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $103 Million - $118 Million	-704,057 Reduced 1.78%	38,817,564 $6.35 Billion
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $177 Million - $200 Million	1,199,636 Added 3.13%	39,521,621 $6.15 Billion
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $348 Million - $437 Million	2,769,555 Added 7.79%	38,321,985 $5.83 Billion
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $155 Million - $204 Million	1,605,420 Added 4.73%	35,552,430 $4.52 Billion
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $210 Million - $238 Million	2,295,348 Added 7.25%	33,947,010 $3.27 Billion
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $561 Million - $757 Million	6,675,236 Added 26.73%	31,651,662 $2.98 Billion
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $189 Million - $337 Million	-2,389,893 Reduced 8.73%	24,976,426 $2.25 Billion
Q4 2019 Feb 18, 2020	BUY	$111.82 - $139.4 $115 Million - $143 Million	1,029,205 Added 3.91%	27,366,319 $3.81 Billion
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $334 Million - $383 Million	3,183,866 Added 13.75%	26,337,114 $3.1 Billion
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $59.7 Million - $66.2 Million	-570,371 Reduced 2.4%	23,153,248 $2.59 Billion
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $3.81 Million - $4.2 Million	-39,203 Reduced 0.16%	23,723,619 $2.4 Billion
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $259 Million - $324 Million	-2,813,448 Reduced 10.59%	23,762,822 $2.32 Billion
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $756 Million - $866 Million	7,296,691 Added 37.85%	26,576,270 $3 Billion
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $492,041 - $544,706	4,766 Added 0.02%	19,279,579 $2.01 Billion
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $92.8 Million - $103 Million	867,119 Added 4.71%	19,274,813 $2.12 Billion
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $31.4 Million - $35.3 Million	327,472 Added 1.81%	18,407,694 $1.97 Billion
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $1.6 Billion - $1.73 Billion	18,080,222	18,080,222 $1.73 Billion

Others Institutions Holding JPM

# of Institutions

4,408

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $594B
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

Portfolio Update

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

News

Stay updated on Capital International Investors with notifications on news.

Account

Capital International Investors Jpmorgan Chase & CO Transaction History