Davidson Investment Advisors Jpmorgan Chase & CO Transaction History

Davidson Investment Advisors

  • $1.93 Billion
  • Q1 2024

A detailed history of Davidson Investment Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Davidson Investment Advisors holds 4,488 shares of JPM stock, worth $936,600. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,488
Previous 4,642 3.32%
Holding current value
$936,600
Previous $789,000 13.81%
% of portfolio
0.05%
Previous 0.05%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$167.09 - $200.3 $25,731 - $30,846
-154 Reduced 3.32%
4,488 $898,000
Q4 2023

Feb 09, 2024
SELL
$135.69 - $170.3 $225,245 - $282,698
-1,660 Reduced 26.34%
4,642 $789,000
Q3 2023

Nov 08, 2023
BUY
$143.21 - $158.0 $236,869 - $261,332
1,654 Added 35.59%
6,302 $913,000
Q1 2023

May 02, 2023
SELL
$124.91 - $143.8 $67,451 - $77,652
-540 Reduced 10.41%
4,648 $605,000
Q4 2022

Feb 02, 2023
SELL
$101.96 - $137.84 $266,931 - $360,865
-2,618 Reduced 33.54%
5,188 $695,000
Q3 2022

Nov 07, 2022
SELL
$20.73 - $120.58 $30,576 - $177,855
-1,475 Reduced 15.89%
7,806 $816,000
Q2 2022

Jul 27, 2022
SELL
$112.61 - $135.91 $30,404 - $36,695
-270 Reduced 2.83%
9,281 $1.05 Million
Q1 2022

May 12, 2022
SELL
$128.3 - $168.44 $59,659 - $78,324
-465 Reduced 4.64%
9,551 $1.3 Million
Q4 2021

Jan 28, 2022
SELL
$153.94 - $171.78 $18.4 Million - $20.5 Million
-119,527 Reduced 92.27%
10,016 $1.59 Million
Q3 2021

Nov 03, 2021
SELL
$146.97 - $166.98 $92,444 - $105,030
-629 Reduced 0.48%
129,543 $21.2 Million
Q2 2021

Aug 10, 2021
SELL
$147.37 - $166.44 $461,710 - $521,456
-3,133 Reduced 2.35%
130,172 $20.2 Million
Q1 2021

May 07, 2021
SELL
$125.65 - $157.65 $552,357 - $693,029
-4,396 Reduced 3.19%
133,305 $20.3 Million
Q4 2020

Feb 10, 2021
SELL
$96.54 - $127.07 $189,218 - $249,057
-1,960 Reduced 1.4%
137,701 $17.5 Million
Q3 2020

Nov 02, 2020
SELL
$91.28 - $103.82 $8.24 Million - $9.37 Million
-90,268 Reduced 39.26%
139,661 $13.4 Million
Q2 2020

Aug 10, 2020
SELL
$84.03 - $113.45 $502,079 - $677,863
-5,975 Reduced 2.53%
229,929 $21.6 Million
Q1 2020

May 07, 2020
SELL
$79.03 - $141.09 $523,178 - $934,015
-6,620 Reduced 2.73%
235,904 $21.2 Million
Q4 2019

Feb 14, 2020
SELL
$111.82 - $139.4 $4.29 Million - $5.34 Million
-38,340 Reduced 13.65%
242,524 $33.8 Million
Q3 2019

Nov 06, 2019
SELL
$104.8 - $120.23 $61,308 - $70,334
-585 Reduced 0.21%
280,864 $33.1 Million
Q2 2019

Aug 13, 2019
SELL
$104.64 - $116.12 $627,840 - $696,720
-6,000 Reduced 2.09%
281,449 $31.5 Million
Q1 2019

May 13, 2019
SELL
$97.11 - $107.19 $5.83 Million - $6.43 Million
-60,033 Reduced 17.28%
287,449 $0
Q4 2018

Jan 29, 2019
SELL
$92.14 - $115.32 $16,400 - $20,526
-178 Reduced 0.05%
347,482 $33.9 Million
Q3 2018

Nov 13, 2018
SELL
$103.61 - $118.63 $180,385 - $206,534
-1,741 Reduced 0.5%
347,660 $39.2 Million
Q2 2018

Aug 02, 2018
SELL
$103.24 - $114.29 $412,443 - $456,588
-3,995 Reduced 1.13%
349,401 $36.4 Million
Q1 2018

May 04, 2018
SELL
$107.01 - $118.77 $1.01 Million - $1.12 Million
-9,413 Reduced 2.59%
353,396 $38.9 Million
Q4 2017

Feb 08, 2018
SELL
$95.86 - $107.83 $97,393 - $109,555
-1,016 Reduced 0.28%
362,809 $38.8 Million
Q3 2017

Nov 09, 2017
BUY
$88.42 - $95.51 $7.22 Million - $7.8 Million
81,683 Added 28.95%
363,825 $34.7 Million
Q2 2017

Aug 11, 2017
BUY
N/A
282,142
282,142 $25.8 Million

Others Institutions Holding JPM

# of Institutions
4,422
Shares Held
1.98B
Call Options Held
35.5M
Put Options Held
32.6M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $612B
  • 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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