A detailed history of Capstone Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capstone Investment Advisors, LLC holds 285,400 shares of JPM stock, worth $60.2 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
285,400
Previous 268,300 6.37%
Holding current value
$60.2 Million
Previous $53.7 Million 7.42%
% of portfolio
0.2%
Previous 0.22%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $610,471 - $694,238
3,390 Added 220.42%
4,928 $996,000
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $136,345 - $163,444
816 Added 113.02%
1,538 $308,000
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $11.9 Million - $15 Million
-88,014 Reduced 99.19%
722 $122,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $12.6 Million - $13.9 Million
87,797 Added 9350.05%
88,736 $12.9 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $119,694 - $136,568
939 New
939 $136,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $27.6 Million - $37.3 Million
-270,793 Reduced 90.07%
29,868 $4.01 Million
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $3.07 Million - $17.9 Million
148,063 Added 97.03%
300,661 $31.4 Million
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $10 Million - $12.1 Million
-89,131 Reduced 36.87%
152,598 $17.2 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $30.8 Million - $40.4 Million
240,066 Added 14435.72%
241,729 $33 Million
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $1.3 Million - $1.45 Million
-8,464 Reduced 83.58%
1,663 $263,000
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $677,237 - $769,443
4,608 Added 83.49%
10,127 $1.66 Million
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $2.37 Million - $2.68 Million
-16,099 Reduced 74.47%
5,519 $858,000
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $20.7 Million - $26 Million
-164,990 Reduced 88.42%
21,618 $3.29 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $11.1 Million - $12.6 Million
121,799 Added 187.94%
186,608 $18 Million
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $2.54 Million - $3.43 Million
-30,218 Reduced 31.8%
64,809 $6.1 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $7.8 Million - $9.72 Million
69,741 Added 275.81%
95,027 $13.2 Million
Q3 2019

Nov 14, 2019

SELL
$104.8 - $120.23 $1.5 Million - $1.72 Million
-14,304 Reduced 36.13%
25,286 $2.98 Million
Q2 2019

Aug 14, 2019

SELL
$104.64 - $116.12 $5.53 Million - $6.14 Million
-52,883 Reduced 57.19%
39,590 $4.43 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $882,827 - $974,464
9,091 Added 10.9%
92,473 $9.36 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $2.28 Million - $2.85 Million
24,715 Added 42.13%
83,382 $8.14 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $1.46 Million - $1.67 Million
14,111 Added 31.67%
58,667 $6.62 Million
Q2 2018

Aug 13, 2018

BUY
$103.24 - $114.29 $4.11 Million - $4.55 Million
39,809 Added 838.61%
44,556 $4.64 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $507,976 - $563,801
4,747 New
4,747 $522,000

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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