Clean Yield Group Jpmorgan Chase & CO Transaction History

Clean Yield Group

$296 Million
Q3 2024

A detailed history of Clean Yield Group transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clean Yield Group holds 1,718 shares of JPM stock, worth $429,139. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,718

Previous 1,773 3.1%

Holding current value

$429,139

Previous $358,000 1.12%

% of portfolio

0.12%

Previous 0.14%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$194.9 - $224.8 $10,719 - $12,364	-55 Reduced 3.1%	1,718 $362,000
Q2 2024 Jul 10, 2024	BUY	$180.08 - $204.79 $9,904 - $11,263	55 Added 3.2%	1,773 $358,000
Q1 2024 May 29, 2024	SELL	$167.09 - $200.3 $60,152 - $72,108	-360 Reduced 17.32%	1,718 $344,000
Q3 2023 Oct 12, 2023	SELL	$143.21 - $158.0 $21,051 - $23,226	-147 Reduced 6.61%	2,078 $301,000
Q1 2023 Apr 26, 2023	SELL	$124.91 - $143.8 $16,987 - $19,556	-136 Reduced 5.76%	2,225 $289,000
Q4 2022 Jan 31, 2023	BUY	$101.96 - $137.84 $65,662 - $88,768	644 Added 37.51%	2,361 $316,000
Q2 2022 Jul 18, 2022	BUY	$112.61 - $135.91 $31,305 - $37,782	278 Added 19.32%	1,717 $193,000
Q1 2022 Apr 25, 2022	SELL	$128.3 - $168.44 $136,382 - $179,051	-1,063 Reduced 42.49%	1,439 $196,000
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $95,288 - $106,331	619 Added 32.87%	2,502 $396,000
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $19,253 - $21,874	131 Added 7.48%	1,883 $308,000
Q2 2021 Jul 26, 2021	BUY	$147.37 - $166.44 $5,157 - $5,825	35 Added 2.04%	1,752 $272,000
Q1 2021 Apr 26, 2021	SELL	$125.65 - $157.65 $6,282 - $7,882	-50 Reduced 2.83%	1,717 $261,000
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $6,082 - $8,005	63 Added 3.7%	1,767 $225,000
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $6,754 - $7,682	74 Added 4.54%	1,704 $164,000
Q2 2020 Jul 22, 2020	SELL	$84.03 - $113.45 $18,234 - $24,618	-217 Reduced 11.75%	1,630 $153,000
Q1 2020 Apr 20, 2020	SELL	$79.03 - $141.09 $352,394 - $629,120	-4,459 Reduced 70.71%	1,847 $166,000
Q4 2019 Jan 17, 2020	SELL	$111.82 - $139.4 $33,546 - $41,820	-300 Reduced 4.54%	6,306 $879,000
Q3 2019 Oct 23, 2019	BUY	$104.8 - $120.23 $115,699 - $132,733	1,104 Added 20.07%	6,606 $777,000
Q2 2019 Jul 22, 2019	BUY	$104.64 - $116.12 $27,729 - $30,771	265 Added 5.06%	5,502 $615,000
Q1 2019 Apr 24, 2019	BUY	$97.11 - $107.19 $19,422 - $21,438	200 Added 3.97%	5,237 $530,000
Q4 2018 Jan 23, 2019	BUY	$92.14 - $115.32 $57,587 - $72,075	625 Added 14.17%	5,037 $492,000
Q3 2018 Oct 22, 2018	SELL	$103.61 - $118.63 $103,610 - $118,630	-1,000 Reduced 18.48%	4,412 $498,000
Q2 2018 Jul 24, 2018	BUY	$103.24 - $114.29 $25,810 - $28,572	250 Added 4.84%	5,412 $564,000
Q1 2018 Apr 23, 2018	SELL	$107.01 - $118.77 $84,965 - $94,303	-794 Reduced 13.33%	5,162 $568,000
Q4 2017 Jan 16, 2018	SELL	$95.86 - $107.83 $115,032 - $129,396	-1,200 Reduced 16.77%	5,956 $637,000
Q3 2017 Oct 11, 2017	BUY	$88.42 - $95.51 $632,733 - $683,469	7,156	7,156 $683,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $733B
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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Clean Yield Group Jpmorgan Chase & CO Transaction History