Capital World Investors Jpmorgan Chase & CO Transaction History

Capital World Investors

$625 Billion
Q3 2024

A detailed history of Capital World Investors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital World Investors holds 34,364,675 shares of JPM stock, worth $8.27 Billion. This represents 1.16% of its overall portfolio holdings.

Number of Shares

34,364,675

Previous 36,724,075 6.42%

Holding current value

$8.27 Billion

Previous $7.43 Billion 2.48%

% of portfolio

1.16%

Previous 1.24%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$194.9 - $224.8 $460 Million - $530 Million	-2,359,400 Reduced 6.42%	34,364,675 $7.24 Billion
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $415 Million - $471 Million	2,302,064 Added 6.69%	36,724,075 $7.43 Billion
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $25.2 Million - $30.2 Million	150,812 Added 0.44%	34,422,011 $6.89 Billion
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $406 Million - $510 Million	-2,994,554 Reduced 8.04%	34,271,199 $5.83 Billion
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $157 Million - $173 Million	-1,096,396 Reduced 2.86%	37,265,753 $5.4 Billion
Q2 2023 Aug 11, 2023	SELL	$127.47 - $145.44 $278 Million - $317 Million	-2,178,149 Reduced 5.37%	38,362,149 $5.58 Billion
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $1.56 Billion - $1.8 Billion	-12,527,638 Reduced 23.61%	40,540,298 $5.28 Billion
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $1.44 Billion - $1.94 Billion	14,077,797 Added 36.11%	53,067,936 $7.12 Billion
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $5.69 Million - $33.1 Million	-274,594 Reduced 0.7%	38,990,139 $4.07 Billion
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $664 Million - $802 Million	-5,898,912 Reduced 13.06%	39,264,733 $4.42 Billion
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $2.7 Billion - $3.54 Billion	-21,016,331 Reduced 31.76%	45,163,645 $6.16 Billion
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $1.25 Billion - $1.4 Billion	-8,122,178 Reduced 10.93%	66,179,976 $10.5 Billion
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $406 Million - $462 Million	2,764,341 Added 3.86%	74,302,154 $12.2 Billion
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $1.17 Billion - $1.32 Billion	-7,906,439 Reduced 9.95%	71,537,813 $11.1 Billion
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $174 Million - $219 Million	-1,387,469 Reduced 1.72%	79,444,252 $12.1 Billion
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $585 Million - $770 Million	6,062,651 Added 8.11%	80,831,721 $10.3 Billion
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $176 Million - $200 Million	1,923,293 Added 2.64%	74,769,070 $7.2 Billion
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $1.53 Billion - $2.06 Billion	-18,187,444 Reduced 19.98%	72,845,777 $6.85 Billion
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $647 Million - $1.16 Billion	8,187,609 Added 9.88%	91,033,221 $8.2 Billion
Q4 2019 Feb 18, 2020	BUY	$111.82 - $139.4 $171 Million - $214 Million	1,531,579 Added 1.88%	82,845,612 $11.5 Billion
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $332 Million - $381 Million	3,166,016 Added 4.05%	81,314,033 $9.57 Billion
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $144 Million - $159 Million	1,371,404 Added 1.79%	78,148,017 $8.74 Billion
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $446 Million - $492 Million	4,592,405 Added 6.36%	76,776,613 $7.77 Billion
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $752 Million - $941 Million	8,158,089 Added 12.74%	72,184,208 $7.05 Billion
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $243 Million - $278 Million	-2,345,788 Reduced 3.53%	64,026,119 $7.22 Billion
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $128 Million - $141 Million	1,237,533 Added 1.9%	66,371,907 $6.92 Billion
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $339 Million - $376 Million	-3,166,815 Reduced 4.64%	65,134,374 $7.16 Billion
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $173 Million - $194 Million	-1,801,214 Reduced 2.57%	68,301,189 $7.3 Billion
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $6.2 Billion - $6.7 Billion	70,102,403	70,102,403 $6.7 Billion

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 ...

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Capital World Investors Jpmorgan Chase & CO Transaction History