Delphi Management Inc /Ma/ Jpmorgan Chase & CO Transaction History

Delphi Management Inc /Ma/

$129 Million
Q1 2024

A detailed history of Delphi Management Inc /Ma/ transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Delphi Management Inc /Ma/ holds 8,908 shares of JPM stock, worth $1.85 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

8,908

Previous 9,263 3.83%

Holding current value

$1.85 Million

Previous $1.58 Million 13.2%

% of portfolio

1.38%

Previous 1.45%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 21, 2024	SELL	$167.09 - $200.3 $59,316 - $71,106	-355 Reduced 3.83%	8,908 $1.78 Million
Q4 2023 May 20, 2024	BUY	$135.69 - $170.3 $72,187 - $90,599	532 Added 6.09%	9,263 $1.58 Million
Q3 2023 Jan 25, 2024	SELL	$143.21 - $158.0 $62,296 - $68,730	-435 Reduced 4.75%	8,731 $1.27 Million
Q2 2023 Aug 28, 2023	SELL	$127.47 - $145.44 $124,793 - $142,385	-979 Reduced 9.65%	9,166 $1.33 Million
Q4 2022 Jul 11, 2023	BUY	$101.96 - $137.84 $85,034 - $114,958	834 Added 8.96%	10,145 $1.36 Million

Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $33,404 - $37,276	217 Added 2.39%	9,311 $1.47 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $4,703 - $5,343	32 Added 0.35%	9,094 $1.49 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $140,738 - $158,950	955 Added 11.78%	9,062 $1.41 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $514,536 - $645,576	-4,095 Reduced 33.56%	8,107 $1.23 Million
Q3 2019 Oct 07, 2019	SELL	$104.8 - $120.23 $243,869 - $279,775	-2,327 Reduced 16.02%	12,202 $1.44 Million
Q2 2019 Aug 20, 2019	SELL	$104.64 - $116.12 $95,013 - $105,436	-908 Reduced 5.88%	14,529 $1.62 Million
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $380,962 - $420,506	-3,923 Reduced 20.26%	15,437 $1.56 Million
Q4 2018 Feb 22, 2019	SELL	$92.14 - $115.32 $89,560 - $112,091	-972 Reduced 4.78%	19,360 $1.89 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $91,591 - $104,868	-884 Reduced 4.17%	20,332 $2.29 Million
Q2 2018 Aug 20, 2018	BUY	$103.24 - $114.29 $2.19 Million - $2.42 Million	21,216 New	21,216 $2.44 Million

Others Institutions Holding JPM

# of Institutions

4,429

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $610B
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 ...

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Delphi Management Inc /Ma/ Jpmorgan Chase & CO Transaction History