A detailed history of Doliver Advisors, LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Doliver Advisors, LP holds 23,562 shares of JPM stock, worth $5.67 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
23,562
Previous 23,771 0.88%
Holding current value
$5.67 Million
Previous $4.81 Million 3.31%
% of portfolio
1.44%
Previous 1.38%

Shares

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

Oct 02, 2024

SELL
$194.9 - $224.8 $40,734 - $46,983
-209 Reduced 0.88%
23,562 $4.97 Million
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $158,830 - $180,624
-882 Reduced 3.58%
23,771 $4.81 Million
Q1 2024

Apr 12, 2024

SELL
$167.09 - $200.3 $305,440 - $366,148
-1,828 Reduced 6.9%
24,653 $4.94 Million
Q4 2023

Jan 03, 2024

SELL
$135.69 - $170.3 $137,589 - $172,684
-1,014 Reduced 3.69%
26,481 $4.5 Million
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $25,634 - $28,282
-179 Reduced 0.65%
27,495 $3.99 Million
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $33,142 - $37,814
-260 Reduced 0.93%
27,674 $4.02 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $63,704 - $73,338
510 Added 1.86%
27,934 $3.64 Million
Q4 2022

Feb 07, 2023

SELL
$101.96 - $137.84 $66,681 - $90,147
-654 Reduced 2.33%
27,424 $3.68 Million
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $34,183 - $198,836
-1,649 Reduced 5.55%
28,078 $2.93 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $512,938 - $619,070
4,555 Added 18.1%
29,727 $3.35 Million
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $366,681 - $481,401
2,858 Added 12.81%
25,172 $3.43 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $388,852 - $433,916
2,526 Added 12.77%
22,314 $3.4 Million
Q3 2021

Nov 03, 2021

BUY
$146.97 - $166.98 $351,258 - $399,082
2,390 Added 13.74%
19,788 $3.24 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $727,418 - $821,547
4,936 Added 39.61%
17,398 $2.71 Million
Q1 2021

May 07, 2021

BUY
$125.65 - $157.65 $125,398 - $157,334
998 Added 8.71%
12,462 $1.9 Million
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $125,984 - $165,826
1,305 Added 12.85%
11,464 $1.46 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $99,495 - $113,163
1,090 Added 12.02%
10,159 $978,000
Q2 2020

Aug 10, 2020

BUY
$84.03 - $113.45 $126,801 - $171,196
1,509 Added 19.96%
9,069 $853,000
Q1 2020

Apr 28, 2020

BUY
$79.03 - $141.09 $78,713 - $140,525
996 Added 15.17%
7,560 $715,000
Q4 2019

Jan 27, 2020

SELL
$111.82 - $139.4 $1,230 - $1,533
-11 Reduced 0.17%
6,564 $915,000
Q3 2019

Nov 04, 2019

BUY
$104.8 - $120.23 $84,992 - $97,506
811 Added 14.07%
6,575 $789,000
Q2 2019

Jul 25, 2019

SELL
$104.64 - $116.12 $12,975 - $14,398
-124 Reduced 2.11%
5,764 $644,000
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $59,722 - $65,921
615 Added 11.66%
5,888 $596,000
Q4 2018

Jan 31, 2019

BUY
$92.14 - $115.32 $9,951 - $12,454
108 Added 2.09%
5,273 $515,000
Q3 2018

Nov 02, 2018

BUY
$103.61 - $118.63 $98,429 - $112,698
950 Added 22.54%
5,165 $583,000
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $60,911 - $67,431
590 Added 16.28%
4,215 $439,000
Q1 2018

May 08, 2018

SELL
$107.01 - $118.77 $91,493 - $101,548
-855 Reduced 19.08%
3,625 $0
Q4 2017

Feb 12, 2018

SELL
$95.86 - $107.83 $138,517 - $155,814
-1,445 Reduced 24.39%
4,480 $479,000
Q3 2017

Nov 03, 2017

BUY
$88.42 - $95.51 $523,888 - $565,896
5,925
5,925 $566,000

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 $706B
  • 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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