Crestone Asset Management LLC Jpmorgan Chase & CO Transaction History

Crestone Asset Management LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$167.09 - $200.3 $12,865 - $15,423	-77 Reduced 4.05%	1,823 $365,000
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $158,078 - $198,399	-1,165 Reduced 38.01%	1,900 $323,000
Q3 2023 Oct 27, 2023	BUY	$143.21 - $158.0 $438,938 - $484,270	3,065 New	3,065 $444,000
Q2 2020 Mar 12, 2021	SELL	$84.03 - $113.45 $296,793 - $400,705	-3,532 Closed	0 $0
Q1 2020 Mar 12, 2021	BUY	$79.03 - $141.09 $279,133 - $498,329	3,532 New	3,532 $318,000
Q3 2019 Mar 12, 2021	SELL	$104.8 - $120.23 $217,984 - $250,078	-2,080 Closed	0 $0
Q1 2019 Mar 12, 2021	BUY	$97.11 - $107.19 $201,988 - $222,955	2,080 New	2,080 $211,000
Q3 2018 Mar 12, 2021	SELL	$103.61 - $118.63 $200,796 - $229,904	-1,938 Closed	0 $0
Q2 2018 Mar 12, 2021	BUY	$103.24 - $114.29 $2,271 - $2,514	22 Added 1.15%	1,938 $202,000
Q4 2017 Mar 12, 2021	BUY	$95.86 - $107.83 $183,667 - $206,602	1,916 New	1,916 $205,000
Q3 2017 Mar 12, 2021	SELL	$88.42 - $95.51 $237,584 - $256,635	-2,687 Closed	0 $0
Q2 2017 Mar 12, 2021	BUY	N/A	2,687	2,687 $246,000

4,617

1.95B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $706B
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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