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 $2.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,787
Previous 8,877 1.01%
Holding current value
$2.18 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 $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
Track This Portfolio

Track Crescent Grove Advisors, LLC Portfolio

Follow Crescent Grove Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crescent Grove Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crescent Grove Advisors, LLC with notifications on news.