David J Yvars Group Jpmorgan Chase & CO Transaction History

David J Yvars Group

$157 Million
Q3 2024

A detailed history of David J Yvars Group transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, David J Yvars Group holds 1,880 shares of JPM stock, worth $446,688. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,880

Previous 1,880 -0.0%

Holding current value

$446,688

Previous $380,000 4.21%

% of portfolio

0.25%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$180.08 - $204.79 $22,149 - $25,189	123 Added 7.0%	1,880 $380,000
Q2 2023 Jul 10, 2023	BUY	$127.47 - $145.44 $6,628 - $7,562	52 Added 3.05%	1,757 $255,000
Q1 2023 Apr 19, 2023	BUY	$124.91 - $143.8 $22,109 - $25,452	177 Added 11.58%	1,705 $222,000
Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $155,794 - $210,619	1,528 New	1,528 $0
Q2 2022 Jul 15, 2022	SELL	$112.61 - $135.91 $285,916 - $345,075	-2,539 Closed	0 $0
Q1 2022 Apr 21, 2022	SELL	$128.3 - $168.44 $91,734 - $120,434	-715 Reduced 21.97%	2,539 $346,000
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $313,575 - $349,915	2,037 Added 167.38%	3,254 $515,000
Q4 2021 Jan 18, 2022	SELL	$153.94 - $171.78 $311,266 - $347,339	-2,022 Reduced 62.43%	1,217 $579,000
Q3 2021 Oct 18, 2021	BUY	$146.97 - $166.98 $881 - $1,001	6 Added 0.19%	3,239 $541,000
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $29,474 - $33,288	200 Added 6.59%	3,233 $503,000
Q1 2021 Apr 19, 2021	BUY	$125.65 - $157.65 $47,872 - $60,064	381 Added 14.37%	3,033 $462,000
Q4 2020 Jan 20, 2021	BUY	$96.54 - $127.07 $256,024 - $336,989	2,652 New	2,652 $337,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $697B
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 David J Yvars Group, based on Form 13F filings with the SEC.

News

Stay updated on David J Yvars Group with notifications on news.

Account

David J Yvars Group Jpmorgan Chase & CO Transaction History