Chesley Taft & Associates LLC Jpmorgan Chase & CO Transaction History

Chesley Taft & Associates LLC

  • $2.13 Billion
  • Q4 2024

A detailed history of Chesley Taft & Associates LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 170,545 shares of JPM stock, worth $44.9 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
170,545
Previous 173,332 1.61%
Holding current value
$44.9 Million
Previous $36.5 Million 11.9%
% of portfolio
1.92%
Previous 1.76%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$205.18 - $250.29 $571,836 - $697,558
-2,787 Reduced 1.61%
170,545 $40.9 Million
Q3 2024

Oct 07, 2024
SELL
$194.9 - $224.8 $6.36 Million - $7.33 Million
-32,614 Reduced 15.84%
173,332 $36.5 Million
Q2 2024

Jul 19, 2024
BUY
$180.08 - $204.79 $365,382 - $415,518
2,029 Added 1.0%
205,946 $41.7 Million
Q1 2024

Apr 15, 2024
SELL
$167.09 - $200.3 $50,628 - $60,690
-303 Reduced 0.15%
203,917 $40.8 Million
Q4 2023

Jan 11, 2024
SELL
$135.69 - $170.3 $115,336 - $144,755
-850 Reduced 0.41%
204,220 $34.7 Million
Q3 2023

Oct 10, 2023
SELL
$143.21 - $158.0 $97,382 - $107,440
-680 Reduced 0.33%
205,070 $29.7 Million
Q2 2023

Jul 17, 2023
SELL
$127.47 - $145.44 $217,463 - $248,120
-1,706 Reduced 0.82%
205,750 $29.9 Million
Q1 2023

Apr 11, 2023
SELL
$124.91 - $143.8 $135,027 - $155,447
-1,081 Reduced 0.52%
207,456 $27 Million
Q4 2022

Jan 19, 2023
BUY
$101.96 - $137.84 $71,270 - $96,350
699 Added 0.34%
208,537 $0
Q3 2022

Oct 13, 2022
SELL
$20.73 - $120.58 $15,319 - $89,108
-739 Reduced 0.35%
207,838 $21.7 Million
Q2 2022

Jul 07, 2022
SELL
$112.61 - $135.91 $78,038 - $94,185
-693 Reduced 0.33%
208,577 $23.5 Million
Q1 2022

Apr 14, 2022
SELL
$128.3 - $168.44 $36,308 - $47,668
-283 Reduced 0.14%
209,270 $27.5 Million
Q4 2021

Jan 05, 2022
BUY
$153.94 - $171.78 $351,598 - $392,345
2,284 Added 1.1%
209,553 $33.2 Million
Q3 2021

Oct 05, 2021
BUY
$146.97 - $166.98 $259,402 - $294,719
1,765 Added 0.86%
207,269 $33.9 Million
Q2 2021

Jul 07, 2021
BUY
$147.37 - $166.44 $24,316 - $27,462
165 Added 0.08%
205,504 $32 Million
Q1 2021

Apr 06, 2021
BUY
$125.65 - $157.65 $6.06 Million - $7.61 Million
48,257 Added 30.72%
205,339 $31.5 Million
Q4 2020

Jan 11, 2021
SELL
$96.54 - $127.07 $3.18 Million - $4.18 Million
-32,920 Reduced 17.33%
157,082 $20 Million
Q3 2020

Oct 08, 2020
SELL
$91.28 - $103.82 $692,997 - $788,201
-7,592 Reduced 3.84%
190,002 $18.3 Million
Q2 2020

Jul 08, 2020
BUY
$84.03 - $113.45 $366,202 - $494,415
4,358 Added 2.26%
197,594 $18.6 Million
Q1 2020

Apr 15, 2020
SELL
$79.03 - $141.09 $29,320 - $52,344
-371 Reduced 0.19%
193,236 $17.4 Million
Q4 2019

Jan 10, 2020
BUY
$111.82 - $139.4 $258,080 - $321,735
2,308 Added 1.21%
193,607 $27 Million
Q3 2019

Oct 07, 2019
SELL
$104.8 - $120.23 $5.17 Million - $5.93 Million
-49,313 Reduced 20.49%
191,299 $22.5 Million
Q2 2019

Jul 10, 2019
BUY
$104.64 - $116.12 $5.17 Million - $5.74 Million
49,402 Added 25.84%
240,612 $26.9 Million
Q1 2019

Apr 05, 2019
BUY
$97.11 - $107.19 $659,668 - $728,141
6,793 Added 3.68%
191,210 $19.4 Million
Q4 2018

Jan 07, 2019
BUY
$92.14 - $115.32 $185,201 - $231,793
2,010 Added 1.1%
184,417 $18 Million
Q3 2018

Oct 12, 2018
BUY
$103.61 - $118.63 $79,468 - $90,989
767 Added 0.42%
182,407 $20.6 Million
Q2 2018

Jul 12, 2018
BUY
$103.24 - $114.29 $200,905 - $222,408
1,946 Added 1.08%
181,640 $18.9 Million
Q1 2018

Apr 11, 2018
SELL
$107.01 - $118.77 $65,704 - $72,924
-614 Reduced 0.34%
179,694 $19.8 Million
Q4 2017

Jan 10, 2018
BUY
$95.86 - $107.83 $43,137 - $48,523
450 Added 0.25%
180,308 $19.3 Million
Q3 2017

Oct 13, 2017
BUY
$88.42 - $95.51 $15.9 Million - $17.2 Million
179,858
179,858 $17.2 Million

Others Institutions Holding JPM

# of Institutions
4,652
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $772B
  • 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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