Crystal Rock Capital Management Jpmorgan Chase & CO Transaction History

Crystal Rock Capital Management

$164 Million
Q3 2024

A detailed history of Crystal Rock Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Crystal Rock Capital Management holds 28,543 shares of JPM stock, worth $7.14 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares

28,543

Previous 27,293 4.58%

Holding current value

$7.14 Million

Previous $5.52 Million 8.99%

% of portfolio

3.68%

Previous 3.38%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$194.9 - $224.8 $243,625 - $281,000	1,250 Added 4.58%	28,543 $6.02 Million
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $139,562 - $158,712	-775 Reduced 2.76%	27,293 $5.52 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $105,159 - $131,982	-775 Reduced 2.69%	28,068 $4.77 Million
Q1 2023 May 05, 2023	SELL	$124.91 - $143.8 $874,370 - $1.01 Million	-7,000 Reduced 19.53%	28,843 $3.76 Million
Q4 2022 Feb 03, 2023	BUY	$101.96 - $137.84 $2.98 Million - $4.03 Million	29,208 Added 440.21%	35,843 $4.81 Million
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $119,363 - $694,299	-5,758 Reduced 46.46%	6,635 $1.86 Million
Q3 2021 Nov 09, 2021	SELL	$146.97 - $166.98 $418,864 - $475,892	-2,850 Reduced 18.7%	12,393 $2.03 Million
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $361,243 - $453,243	2,875 Added 23.25%	15,243 $2.32 Million
Q4 2020 Feb 05, 2021	SELL	$96.54 - $127.07 $839,898 - $1.11 Million	-8,700 Reduced 41.29%	12,368 $1.57 Million
Q3 2020 Nov 06, 2020	SELL	$91.28 - $103.82 $524,860 - $596,965	-5,750 Reduced 21.44%	21,068 $2.03 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $1.45 Million - $1.96 Million	-17,275 Reduced 39.18%	26,818 $2.52 Million
Q1 2020 May 08, 2020	SELL	$79.03 - $141.09 $462,325 - $825,376	-5,850 Reduced 11.71%	44,093 $3.97 Million
Q3 2019 Nov 08, 2019	SELL	$104.8 - $120.23 $1.47 Million - $1.69 Million	-14,050 Reduced 21.96%	49,943 $5.88 Million
Q2 2019 Aug 09, 2019	SELL	$104.64 - $116.12 $222,360 - $246,755	-2,125 Reduced 3.21%	63,993 $7.15 Million
Q4 2018 Feb 08, 2019	SELL	$92.14 - $115.32 $467,610 - $585,249	-5,075 Reduced 7.13%	66,118 $6.45 Million
Q1 2018 May 11, 2018	SELL	$107.01 - $118.77 $3.58 Million - $3.97 Million	-33,450 Reduced 31.97%	71,193 $7.83 Million
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $218,944 - $246,283	-2,284 Reduced 2.14%	104,643 $11.2 Million
Q3 2017 Nov 13, 2017	SELL	$88.42 - $95.51 $688,791 - $744,022	-7,790 Reduced 6.79%	106,927 $10.2 Million
Q2 2017 Aug 11, 2017	BUY	N/A	114,717	114,717 $10.5 Million

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 $734B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Crystal Rock Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Crystal Rock Capital Management with notifications on news.

Account

Crystal Rock Capital Management Jpmorgan Chase & CO Transaction History