A detailed history of D L Carlson Investment Group Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 46,124 shares of JPM stock, worth $10.1 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
46,124
Previous 46,613 1.05%
Holding current value
$10.1 Million
Previous $9.34 Million 0.07%
% of portfolio
1.84%
Previous 1.84%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $88,059 - $100,142
-489 Reduced 1.05%
46,124 $9.33 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $174,441 - $209,113
-1,044 Reduced 2.19%
46,613 $9.34 Million
Q4 2023

Feb 16, 2024

SELL
$135.69 - $170.3 $1.89 Million - $2.37 Million
-13,941 Reduced 22.63%
47,657 $8.11 Million
Q3 2023

Nov 02, 2023

SELL
$143.21 - $158.0 $69,886 - $77,104
-488 Reduced 0.79%
61,598 $8.93 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $623,838 - $711,783
4,894 Added 8.56%
62,086 $9.03 Million
Q1 2023

May 17, 2023

SELL
$124.91 - $143.8 $744,088 - $856,616
-5,957 Reduced 9.43%
57,192 $7.45 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $504,396 - $681,894
-4,947 Reduced 7.26%
63,149 $8.47 Million
Q3 2022

Nov 18, 2022

SELL
$20.73 - $120.58 $16,273 - $94,655
-785 Reduced 1.14%
68,096 $7.12 Million
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $125,785 - $151,811
-1,117 Reduced 1.6%
68,881 $7.76 Million
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $944,288 - $1.24 Million
-7,360 Reduced 9.51%
69,998 $9.54 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $429,338 - $479,094
-2,789 Reduced 3.48%
77,358 $12.3 Million
Q3 2021

Nov 05, 2021

BUY
$146.97 - $166.98 $72,750 - $82,655
495 Added 0.62%
80,147 $13.1 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $414,109 - $467,696
-2,810 Reduced 3.41%
79,652 $12.4 Million
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $525,970 - $659,922
-4,186 Reduced 4.83%
82,462 $12.6 Million
Q4 2020

Feb 09, 2021

SELL
$96.54 - $127.07 $117,296 - $154,390
-1,215 Reduced 1.38%
86,648 $11 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $1.16 Million - $1.31 Million
12,664 Added 16.84%
87,863 $8.46 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $530,817 - $716,663
6,317 Added 9.17%
75,199 $7.07 Million
Q1 2020

May 07, 2020

SELL
$79.03 - $141.09 $962,585 - $1.72 Million
-12,180 Reduced 15.03%
68,882 $6.2 Million
Q4 2019

Feb 10, 2020

SELL
$111.82 - $139.4 $63,737 - $79,458
-570 Reduced 0.7%
81,062 $11.3 Million
Q3 2019

Nov 05, 2019

SELL
$104.8 - $120.23 $14,881 - $17,072
-142 Reduced 0.17%
81,632 $9.61 Million
Q2 2019

Aug 19, 2019

SELL
$104.64 - $116.12 $319,256 - $354,282
-3,051 Reduced 3.6%
81,774 $9.14 Million
Q1 2019

May 02, 2019

BUY
$97.11 - $107.19 $187,325 - $206,769
1,929 Added 2.33%
84,825 $8.59 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $749,282 - $937,782
8,132 Added 10.88%
82,896 $8.09 Million
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $55,016 - $62,992
531 Added 0.72%
74,764 $8.44 Million
Q2 2018

Aug 10, 2018

SELL
$103.24 - $114.29 $74,126 - $82,060
-718 Reduced 0.96%
74,233 $7.74 Million
Q1 2018

May 11, 2018

SELL
$107.01 - $118.77 $799,899 - $887,805
-7,475 Reduced 9.07%
74,951 $8.24 Million
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $437,313 - $491,920
4,562 Added 5.86%
82,426 $8.82 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $6.88 Million - $7.44 Million
77,864
77,864 $7.44 Million

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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