A detailed history of Darwin Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Darwin Advisors, LLC holds 2,100 shares of JPM stock, worth $524,559. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,100
Previous 2,167 3.09%
Holding current value
$524,559
Previous $438,000 0.91%
% of portfolio
0.12%
Previous 0.22%

Shares

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

Nov 08, 2024

SELL
$194.9 - $224.8 $13,058 - $15,061
-67 Reduced 3.09%
2,100 $442,000
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $5,042 - $5,734
-28 Reduced 1.28%
2,167 $438,000
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $167 - $200
1 Added 0.05%
2,195 $439,000
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $17,639 - $22,139
-130 Reduced 5.59%
2,194 $373,000
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $716 - $790
-5 Reduced 0.21%
2,324 $337,000
Q1 2023

Apr 18, 2023

SELL
$124.91 - $143.8 $16,363 - $18,837
-131 Reduced 5.33%
2,329 $303,000
Q4 2022

Jan 17, 2023

SELL
$101.96 - $137.84 $5,811 - $7,856
-57 Reduced 2.26%
2,460 $0
Q3 2022

Oct 18, 2022

SELL
$20.73 - $120.58 $7,131 - $41,479
-344 Reduced 12.02%
2,517 $292,000
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $215,648 - $260,267
-1,915 Reduced 40.1%
2,861 $322,000
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $3,849 - $5,053
-30 Reduced 0.62%
4,776 $651,000
Q4 2021

Jan 21, 2022

SELL
$153.94 - $171.78 $46,335 - $51,705
-301 Reduced 5.89%
4,806 $710,000
Q3 2021

Oct 27, 2021

SELL
$146.97 - $166.98 $80,833 - $91,839
-550 Reduced 9.72%
5,107 $836,000
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $9,873 - $11,151
-67 Reduced 1.17%
5,657 $880,000
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $5,779 - $7,251
-46 Reduced 0.8%
5,724 $871,000
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $16,797 - $22,110
-174 Reduced 2.93%
5,770 $733,000
Q3 2020

Oct 16, 2020

SELL
$91.28 - $103.82 $221,354 - $251,763
-2,425 Reduced 28.98%
5,944 $572,000
Q2 2020

Aug 06, 2020

SELL
$84.03 - $113.45 $64,871 - $87,583
-772 Reduced 8.45%
8,369 $787,000
Q1 2020

May 01, 2020

SELL
$79.03 - $141.09 $1.09 Million - $1.95 Million
-13,819 Reduced 60.19%
9,141 $822,000
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $85,430 - $106,501
764 Added 3.44%
22,960 $3.2 Million
Q3 2019

Oct 16, 2019

BUY
$104.8 - $120.23 $86,040 - $98,708
821 Added 3.84%
22,196 $2.61 Million
Q2 2019

Aug 07, 2019

BUY
$104.64 - $116.12 $101,605 - $112,752
971 Added 4.76%
21,375 $2.39 Million
Q1 2019

May 01, 2019

BUY
$97.11 - $107.19 $156,444 - $172,683
1,611 Added 8.57%
20,404 $2.07 Million
Q4 2018

Jan 25, 2019

BUY
$92.14 - $115.32 $175,342 - $219,453
1,903 Added 11.27%
18,793 $1.84 Million
Q3 2018

Oct 23, 2018

BUY
$103.61 - $118.63 $547,475 - $626,840
5,284 Added 45.53%
16,890 $1.91 Million
Q2 2018

Aug 16, 2018

BUY
$103.24 - $114.29 $345,957 - $382,985
3,351 Added 40.59%
11,606 $1.21 Million
Q1 2018

May 08, 2018

BUY
$107.01 - $118.77 $189,193 - $209,985
1,768 Added 27.25%
8,255 $908,000
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $136,888 - $153,981
1,428 Added 28.23%
6,487 $693,000
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $447,316 - $483,185
5,059
5,059 $483,000

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 $733B
  • 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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