Choate Investment Advisors Jpmorgan Chase & CO Transaction History

Choate Investment Advisors

$4.32 Billion
Q2 2025

A detailed history of Choate Investment Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Choate Investment Advisors holds 127,335 shares of JPM stock, worth $39.6 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

127,335

Previous 122,301 4.12%

Holding current value

$39.6 Million

Previous $30 Million 23.05%

% of portfolio

0.85%

Previous 0.75%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$210.28 - $289.91 $1.06 Million - $1.46 Million	5,034 Added 4.12%	127,335 $36.9 Million
Q1 2025 May 14, 2025	SELL	$225.19 - $279.95 $768,123 - $954,909	-3,411 Reduced 2.71%	122,301 $30 Million
Q4 2024 Feb 10, 2025	BUY	$205.18 - $250.29 $2.63 Million - $3.2 Million	12,805 Added 11.34%	125,712 $30.1 Million
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $194,315 - $224,125	997 Added 0.89%	112,907 $23.8 Million
Q2 2024 Aug 08, 2024	SELL	$180.08 - $204.79 $828,368 - $942,034	-4,600 Reduced 3.95%	111,910 $22.6 Million
Q1 2024 May 07, 2024	SELL	$167.09 - $200.3 $1.5 Million - $1.8 Million	-8,970 Reduced 7.15%	116,510 $23.3 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $927,576 - $1.16 Million	6,836 Added 5.76%	125,480 $21.3 Million
Q3 2023 Oct 30, 2023	BUY	$143.21 - $158.0 $1.68 Million - $1.86 Million	11,754 Added 11.0%	118,644 $17.2 Million
Q2 2023 Aug 01, 2023	BUY	$127.47 - $145.44 $1.19 Million - $1.36 Million	9,368 Added 9.61%	106,890 $15.5 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $623,425 - $717,705	4,991 Added 5.39%	97,522 $12.7 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $574,646 - $776,866	5,636 Added 6.49%	92,531 $12.4 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $19,175 - $111,536	-925 Reduced 1.05%	86,895 $9.08 Million
Q2 2022 Aug 11, 2022	SELL	$112.61 - $135.91 $19,143 - $23,104	-170 Reduced 0.19%	87,820 $9.89 Million
Q1 2022 Apr 29, 2022	SELL	$128.3 - $168.44 $314,719 - $413,183	-2,453 Reduced 2.71%	87,990 $12 Million
Q4 2021 Feb 07, 2022	SELL	$153.94 - $171.78 $304,031 - $339,265	-1,975 Reduced 2.14%	90,443 $14.3 Million
Q3 2021 Nov 04, 2021	SELL	$146.97 - $166.98 $215,751 - $245,126	-1,468 Reduced 1.56%	92,418 $15.1 Million
Q2 2021 Jul 30, 2021	SELL	$147.37 - $166.44 $514,173 - $580,709	-3,489 Reduced 3.58%	93,886 $14.6 Million
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $10,052 - $12,612	80 Added 0.08%	97,375 $14.8 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $164,504 - $216,527	-1,704 Reduced 1.72%	97,295 $12.4 Million
Q3 2020 Oct 26, 2020	SELL	$91.28 - $103.82 $130,621 - $148,566	-1,431 Reduced 1.42%	98,999 $9.53 Million
Q2 2020 Jul 23, 2020	BUY	$84.03 - $113.45 $12,856 - $17,357	153 Added 0.15%	100,430 $9.45 Million
Q1 2020 May 07, 2020	BUY	$79.03 - $141.09 $91,437 - $163,241	1,157 Added 1.17%	100,277 $9.03 Million
Q4 2019 Jan 28, 2020	SELL	$111.82 - $139.4 $14,536 - $18,122	-130 Reduced 0.13%	99,120 $13.8 Million
Q3 2019 Nov 13, 2019	SELL	$104.8 - $120.23 $103,647 - $118,907	-989 Reduced 0.99%	99,250 $11.7 Million
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $231,149 - $256,509	-2,209 Reduced 2.16%	100,239 $11.2 Million
Q1 2019 Apr 29, 2019	BUY	$97.11 - $107.19 $192,666 - $212,664	1,984 Added 1.97%	102,448 $10.4 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $364,597 - $456,321	-3,957 Reduced 3.79%	100,464 $9.81 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $283,580 - $324,690	-2,737 Reduced 2.55%	104,421 $11.8 Million
Q2 2018 Jul 30, 2018	BUY	$103.24 - $114.29 $59,156 - $65,488	573 Added 0.54%	107,158 $11.2 Million
Q1 2018 May 04, 2018	SELL	$107.01 - $118.77 $273,089 - $303,101	-2,552 Reduced 2.34%	106,585 $0
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $129,986 - $146,217	-1,356 Reduced 1.23%	109,137 $0
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $9.77 Million - $10.6 Million	110,493	110,493 $0

Others Institutions Holding JPM

# of Institutions

5,376

Shares Held

2.01B

Call Options Held

28.8M

Put Options Held

30.3M

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 $913B
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 Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Account

Choate Investment Advisors Jpmorgan Chase & CO Transaction History