Diligent Investors, LLC Jpmorgan Chase & CO Transaction History

Diligent Investors, LLC

$369 Million
Q1 2024

A detailed history of Diligent Investors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Diligent Investors, LLC holds 11,041 shares of JPM stock, worth $2.27 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

11,041

Previous 11,204 1.45%

Holding current value

$2.27 Million

Previous $1.91 Million 16.06%

% of portfolio

0.6%

Previous 0.55%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$167.09 - $200.3 $27,235 - $32,648	-163 Reduced 1.45%	11,041 $2.21 Million
Q4 2023 Jan 10, 2024	BUY	$135.69 - $170.3 $11,397 - $14,305	84 Added 0.76%	11,204 $1.91 Million
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $842,361 - $929,356	5,882 Added 112.29%	11,120 $1.61 Million
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $23,964 - $27,342	188 Added 3.72%	5,238 $761,000
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $74,071 - $85,273	593 Added 13.3%	5,050 $658,000

Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $37,623 - $50,862	369 Added 9.03%	4,457 $0
Q3 2022 Oct 14, 2022	BUY	$20.73 - $120.58 $7,732 - $44,976	373 Added 10.04%	4,088 $427,000
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $50,224 - $60,615	446 Added 13.64%	3,715 $418,000
Q1 2022 Apr 26, 2022	BUY	$128.3 - $168.44 $63,123 - $82,872	492 Added 17.72%	3,269 $446,000
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $20,935 - $23,362	136 Added 5.15%	2,777 $440,000
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $26,673 - $30,125	181 Added 7.36%	2,641 $411,000
Q1 2021 Apr 23, 2021	SELL	$125.65 - $157.65 $28,145 - $35,313	-224 Reduced 8.35%	2,460 $374,000
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $6,371 - $8,386	66 Added 2.52%	2,684 $341,000
Q3 2020 Nov 09, 2020	SELL	$91.28 - $103.82 $10,132 - $11,524	-111 Reduced 4.07%	2,618 $252,000
Q2 2020 Jul 09, 2020	BUY	$84.03 - $113.45 $229,317 - $309,605	2,729 New	2,729 $257,000

Others Institutions Holding JPM

# of Institutions

4,426

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 $602B
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 Diligent Investors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diligent Investors, LLC with notifications on news.

Account

Diligent Investors, LLC Jpmorgan Chase & CO Transaction History