Copeland Capital Management, LLC Jpmorgan Chase & CO Transaction History

Copeland Capital Management, LLC

  • $5.61 Billion
  • Q3 2024

A detailed history of Copeland Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Copeland Capital Management, LLC holds 79,481 shares of JPM stock, worth $19.8 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
79,481
Previous 44,042 80.47%
Holding current value
$19.8 Million
Previous $8.91 Million 88.09%
% of portfolio
0.3%
Previous 0.17%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$194.9 - $224.8 $6.91 Million - $7.97 Million
35,439 Added 80.47%
79,481 $16.8 Million
Q2 2024

Jul 26, 2024
BUY
$180.08 - $204.79 $1.14 Million - $1.3 Million
6,352 Added 16.85%
44,042 $8.91 Million
Q1 2024

Apr 19, 2024
BUY
$167.09 - $200.3 $6.21 Million - $7.45 Million
37,190 Added 7438.0%
37,690 $7.55 Million
Q3 2023

Oct 23, 2023
SELL
$143.21 - $158.0 $261,071 - $288,034
-1,823 Reduced 78.48%
500 $72,000
Q2 2023

Jul 14, 2023
SELL
$127.47 - $145.44 $5,353 - $6,108
-42 Reduced 1.78%
2,323 $337,000
Q1 2023

Apr 14, 2023
SELL
$124.91 - $143.8 $2,498 - $2,876
-20 Reduced 0.84%
2,365 $308,000
Q4 2022

Jan 13, 2023
SELL
$101.96 - $137.84 $135,300 - $182,913
-1,327 Reduced 35.75%
2,385 $320,000
Q3 2022

Oct 12, 2022
SELL
$20.73 - $120.58 $208,232 - $1.21 Million
-10,045 Reduced 73.02%
3,712 $388,000
Q2 2022

Jul 15, 2022
SELL
$112.61 - $135.91 $6.33 Million - $7.64 Million
-56,182 Reduced 80.33%
13,757 $1.55 Million
Q1 2022

Apr 18, 2022
SELL
$128.3 - $168.44 $23,863 - $31,329
-186 Reduced 0.27%
69,939 $9.53 Million
Q4 2021

Jan 18, 2022
BUY
$153.94 - $171.78 $175,029 - $195,313
1,137 Added 1.65%
70,125 $11.1 Million
Q3 2021

Jan 18, 2022
BUY
$146.97 - $166.98 $14,990 - $17,031
102 Added 0.15%
68,988 $11.3 Million
Q3 2021

Oct 20, 2021
BUY
$146.97 - $166.98 $3.83 Million - $4.35 Million
26,030 Added 60.74%
68,886 $11.3 Million
Q2 2021

Jan 18, 2022
BUY
$147.37 - $166.44 $7,663 - $8,654
52 Added 0.12%
42,856 $6.67 Million
Q2 2021

Jul 19, 2021
BUY
$147.37 - $166.44 $361,498 - $408,277
2,453 Added 6.08%
42,804 $6.66 Million
Q1 2021

Jan 18, 2022
BUY
$125.65 - $157.65 $19,098 - $23,962
152 Added 0.38%
40,351 $6.14 Million
Q1 2021

Apr 26, 2021
SELL
$125.65 - $157.65 $50,511 - $63,375
-402 Reduced 0.99%
40,199 $6.12 Million
Q4 2020

Jan 18, 2022
BUY
$96.54 - $127.07 $14,384 - $18,933
149 Added 0.37%
40,601 $5.16 Million
Q4 2020

Jan 27, 2021
BUY
$96.54 - $127.07 $216,635 - $285,145
2,244 Added 5.87%
40,452 $5.14 Million
Q3 2020

Jan 18, 2022
BUY
$91.28 - $103.82 $4,655 - $5,294
51 Added 0.13%
38,208 $3.68 Million
Q3 2020

Oct 22, 2020
SELL
$91.28 - $103.82 $10,223 - $11,627
-112 Reduced 0.29%
38,157 $3.67 Million
Q2 2020

Jan 18, 2022
BUY
$84.03 - $113.45 $4,285 - $5,785
51 Added 0.13%
38,269 $3.6 Million
Q2 2020

Jul 30, 2020
SELL
$84.03 - $113.45 $138,733 - $187,305
-1,651 Reduced 4.14%
38,218 $3.59 Million
Q1 2020

Jan 18, 2022
BUY
$79.03 - $141.09 $4,030 - $7,195
51 Added 0.13%
39,869 $3.59 Million
Q1 2020

Apr 29, 2020
BUY
$79.03 - $141.09 $600,074 - $1.07 Million
7,593 Added 23.56%
39,818 $3.59 Million
Q4 2019

Feb 03, 2020
BUY
$111.82 - $139.4 $582,805 - $726,552
5,212 Added 19.29%
32,225 $4.49 Million
Q3 2019

Jan 18, 2022
BUY
$104.8 - $120.23 $3,772 - $4,328
36 Added 0.13%
27,013 $3.18 Million
Q3 2019

Nov 06, 2019
SELL
$104.8 - $120.23 $14,672 - $16,832
-140 Reduced 0.52%
26,977 $3.18 Million
Q2 2019

Jan 18, 2022
BUY
$104.64 - $116.12 $40,181 - $44,590
384 Added 1.44%
27,117 $3.03 Million
Q2 2019

Jul 19, 2019
SELL
$104.64 - $116.12 $20,404 - $22,643
-195 Reduced 0.72%
26,733 $2.99 Million
Q1 2019

Jan 18, 2022
BUY
$97.11 - $107.19 $7,283 - $8,039
75 Added 0.28%
26,928 $2.73 Million
Q1 2019

Apr 24, 2019
SELL
$97.11 - $107.19 $2.97 Million - $3.27 Million
-30,547 Reduced 53.22%
26,853 $2.72 Million
Q4 2018

Jan 28, 2019
BUY
$92.14 - $115.32 $470,651 - $589,054
5,108 Added 9.77%
57,400 $5.6 Million
Q3 2018

Nov 01, 2018
BUY
$103.61 - $118.63 $471,114 - $539,410
4,547 Added 9.52%
52,292 $5.9 Million
Q2 2018

Jul 17, 2018
SELL
$103.24 - $114.29 $106,233 - $117,604
-1,029 Reduced 2.11%
47,745 $4.98 Million
Q1 2018

May 04, 2018
SELL
$107.01 - $118.77 $46,442 - $51,546
-434 Reduced 0.88%
48,774 $5.36 Million
Q4 2017

Jan 30, 2018
BUY
$95.86 - $107.83 $2.36 Million - $2.66 Million
24,633 Added 100.24%
49,208 $5.26 Million
Q3 2017

Oct 27, 2017
BUY
$88.42 - $95.51 $2.17 Million - $2.35 Million
24,575
24,575 $2.35 Million

Others Institutions Holding JPM

# of Institutions
4,613
Shares Held
1.96B
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 $729B
  • 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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