A detailed history of Crescent Grove Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 8,787 shares of JPM stock, worth $1.93 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,787
Previous 8,877 1.01%
Holding current value
$1.93 Million
Previous $1.8 Million 3.18%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Oct 30, 2024

SELL
$194.9 - $224.8 $17,541 - $20,232
-90 Reduced 1.01%
8,787 $1.85 Million
Q2 2024

Jul 22, 2024

SELL
$180.08 - $204.79 $179,179 - $203,766
-995 Reduced 10.08%
8,877 $1.8 Million
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $22,055 - $26,439
-132 Reduced 1.32%
9,872 $1.98 Million
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $16,689 - $20,946
-123 Reduced 1.21%
10,004 $1.7 Million
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $37,664 - $41,554
263 Added 2.67%
10,127 $1.47 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $305,545 - $348,619
-2,397 Reduced 19.55%
9,864 $1.43 Million
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $208,474 - $240,002
1,669 Added 15.76%
12,261 $1.6 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $112,156 - $151,624
1,100 Added 11.59%
10,592 $0
Q3 2022

Nov 08, 2022

SELL
$20.73 - $120.58 $5,182 - $30,145
-250 Reduced 2.57%
9,492 $992,000
Q2 2022

Jul 20, 2022

SELL
$112.61 - $135.91 $58,557 - $70,673
-520 Reduced 5.07%
9,742 $1.1 Million
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $196,299 - $257,713
-1,530 Reduced 12.97%
10,262 $1.4 Million
Q4 2021

Jan 24, 2022

BUY
$153.94 - $171.78 $111,144 - $124,025
722 Added 6.52%
11,792 $1.87 Million
Q3 2021

Oct 26, 2021

SELL
$146.97 - $166.98 $39,534 - $44,917
-269 Reduced 2.37%
11,070 $1.81 Million
Q2 2021

Jul 26, 2021

SELL
$147.37 - $166.44 $90,779 - $102,527
-616 Reduced 5.15%
11,339 $1.76 Million
Q1 2021

May 07, 2021

BUY
$125.65 - $157.65 $24,627 - $30,899
196 Added 1.67%
11,955 $1.82 Million
Q4 2020

Feb 01, 2021

SELL
$96.54 - $127.07 $19,211 - $25,286
-199 Reduced 1.66%
11,759 $1.49 Million
Q3 2020

Nov 06, 2020

BUY
$91.28 - $103.82 $60,062 - $68,313
658 Added 5.82%
11,958 $1.15 Million
Q2 2020

Aug 03, 2020

BUY
$84.03 - $113.45 $112,684 - $152,136
1,341 Added 13.47%
11,300 $1.06 Million
Q1 2020

Apr 27, 2020

BUY
$79.03 - $141.09 $27,265 - $48,676
345 Added 3.59%
9,959 $897,000
Q4 2019

Feb 03, 2020

SELL
$111.82 - $139.4 $42,379 - $52,832
-379 Reduced 3.79%
9,614 $1.34 Million
Q3 2019

Oct 31, 2019

SELL
$104.8 - $120.23 $205,932 - $236,251
-1,965 Reduced 16.43%
9,993 $1.18 Million
Q2 2019

Aug 06, 2019

BUY
$104.64 - $116.12 $41,856 - $46,448
400 Added 3.46%
11,958 $1.34 Million
Q1 2019

May 13, 2019

SELL
$97.11 - $107.19 $183,732 - $202,803
-1,892 Reduced 14.07%
11,558 $1.17 Million
Q4 2018

Jan 29, 2019

BUY
$92.14 - $115.32 $296,414 - $370,984
3,217 Added 31.44%
13,450 $1.31 Million
Q3 2018

Nov 05, 2018

BUY
$103.61 - $118.63 $31,083 - $35,589
300 Added 3.02%
10,233 $1.16 Million
Q2 2018

Jul 16, 2018

SELL
$103.24 - $114.29 $13,834 - $15,314
-134 Reduced 1.33%
9,933 $1.04 Million
Q1 2018

May 03, 2018

BUY
$107.01 - $118.77 $21,937 - $24,347
205 Added 2.08%
10,067 $1.11 Million
Q3 2017

Nov 06, 2017

BUY
$88.42 - $95.51 $871,998 - $941,919
9,862
9,862 $942,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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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