Cooper/Haims Advisors, LLC Jpmorgan Chase & CO Transaction History

Cooper/Haims Advisors, LLC

$179 Million
Q3 2024

A detailed history of Cooper/Haims Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 3,055 shares of JPM stock, worth $763,108. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,055

Previous 3,239 5.68%

Holding current value

$763,108

Previous $655,000 1.83%

% of portfolio

0.36%

Previous 0.37%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $35,861 - $41,363	-184 Reduced 5.68%	3,055 $643,000
Q2 2024 Aug 09, 2024	BUY	$180.08 - $204.79 $57,445 - $65,328	319 Added 10.92%	3,239 $655,000
Q1 2024 May 10, 2024	BUY	$167.09 - $200.3 $26,567 - $31,847	159 Added 5.76%	2,920 $584,000
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $9,905 - $12,431	-73 Reduced 2.58%	2,761 $469,000
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $10,883 - $12,008	76 Added 2.76%	2,834 $410,000
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $15,168 - $17,307	119 Added 4.51%	2,758 $401,000
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $249 - $287	2 Added 0.08%	2,639 $343,000
Q4 2022 Feb 10, 2023	SELL	$101.96 - $137.84 $11,929 - $16,127	-117 Reduced 4.25%	2,637 $354,000
Q3 2022 Nov 01, 2022	SELL	$20.73 - $120.58 $2,031 - $11,816	-98 Reduced 3.44%	2,754 $288,000
Q2 2022 Jul 25, 2022	BUY	$112.61 - $135.91 $7,544 - $9,105	67 Added 2.41%	2,852 $321,000
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $91,991 - $120,771	-717 Reduced 20.47%	2,785 $380,000
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $153 - $171	1 Added 0.03%	3,502 $555,000
Q2 2021 Aug 04, 2021	BUY	$147.37 - $166.44 $157,685 - $178,090	1,070 Added 44.01%	3,501 $545,000
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $14,701 - $18,445	117 Added 5.06%	2,431 $370,000
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $223,393 - $294,039	2,314 New	2,314 $294,000
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $146,284 - $261,157	-1,851 Closed	0 $0
Q2 2019 Jul 26, 2019	SELL	$104.64 - $116.12 $3.88 Million - $4.3 Million	-37,058 Reduced 95.24%	1,851 $207,000
Q1 2019 Apr 26, 2019	BUY	$97.11 - $107.19 $3.78 Million - $4.17 Million	38,909 New	38,909 $3.94 Million
Q4 2018 Jan 25, 2019	SELL	$92.14 - $115.32 $192,019 - $240,326	-2,084 Closed	0 $0
Q3 2018 Nov 09, 2018	SELL	$103.61 - $118.63 $1,864 - $2,135	-18 Reduced 0.86%	2,084 $235,000
Q2 2018 Aug 01, 2018	BUY	$103.24 - $114.29 $3,510 - $3,885	34 Added 1.64%	2,102 $219,000
Q1 2018 May 02, 2018	SELL	$107.01 - $118.77 $7,062 - $7,838	-66 Reduced 3.09%	2,068 $227,000
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $204,565 - $230,109	2,134	2,134 $228,000

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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Cooper/Haims Advisors, LLC Jpmorgan Chase & CO Transaction History