Dowling & Yahnke LLC Jpmorgan Chase & CO Transaction History

Dowling & Yahnke LLC

$215 Million
Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dowling & Yahnke LLC holds 91,188 shares of JPM stock, worth $21.7 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares

91,188

Previous 92,629 1.56%

Holding current value

$21.7 Million

Previous $10.4 Million 8.65%

% of portfolio

4.44%

Previous 0.49%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	SELL	$20.73 - $120.58 $29,871 - $173,755	-1,441 Reduced 1.56%	91,188 $9.53 Million
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $350,892 - $423,495	3,116 Added 3.48%	92,629 $10.4 Million
Q1 2022 May 04, 2022	SELL	$128.3 - $168.44 $38,490 - $50,532	-300 Reduced 0.33%	89,513 $12.2 Million
Q4 2021 Feb 10, 2022	SELL	$153.94 - $171.78 $15,394 - $17,178	-100 Reduced 0.11%	89,813 $14.2 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $124,630 - $141,599	-848 Reduced 0.93%	89,913 $14.7 Million
Q2 2021 Jul 21, 2021	SELL	$147.37 - $166.44 $59,095 - $66,742	-401 Reduced 0.44%	90,761 $14.1 Million
Q1 2021 Apr 29, 2021	SELL	$125.65 - $157.65 $5,528 - $6,936	-44 Reduced 0.05%	91,162 $13.9 Million
Q4 2020 Jan 28, 2021	BUY	$96.54 - $127.07 $8,688 - $11,436	90 Added 0.1%	91,206 $11.6 Million
Q3 2020 Oct 19, 2020	SELL	$91.28 - $103.82 $97,121 - $110,464	-1,064 Reduced 1.15%	91,116 $8.77 Million
Q2 2020 Jul 31, 2020	SELL	$84.03 - $113.45 $238,645 - $322,198	-2,840 Reduced 2.99%	92,180 $8.67 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $220,098 - $392,935	-2,785 Reduced 2.85%	95,020 $8.56 Million
Q4 2019 Jan 27, 2020	SELL	$111.82 - $139.4 $246,003 - $306,680	-2,200 Reduced 2.2%	97,805 $13.6 Million
Q3 2019 Oct 29, 2019	SELL	$104.8 - $120.23 $25,361 - $29,095	-242 Reduced 0.24%	100,005 $11.8 Million
Q2 2019 Jul 22, 2019	BUY	$104.64 - $116.12 $101,919 - $113,100	974 Added 0.98%	100,247 $11.2 Million
Q1 2019 Apr 30, 2019	BUY	$97.11 - $107.19 $103,810 - $114,586	1,069 Added 1.09%	99,273 $10 Million
Q4 2018 Jan 24, 2019	BUY	$92.14 - $115.32 $144,751 - $181,167	1,571 Added 1.63%	98,204 $10.9 Million
Q3 2018 Oct 30, 2018	SELL	$103.61 - $118.63 $13,365 - $15,303	-129 Reduced 0.13%	96,633 $10.9 Million
Q2 2018 Jul 30, 2018	BUY	$103.24 - $114.29 $9,911 - $10,971	96 Added 0.1%	96,762 $10.1 Million
Q1 2018 May 01, 2018	SELL	$107.01 - $118.77 $335,476 - $372,343	-3,135 Reduced 3.14%	96,666 $10.6 Million
Q4 2017 Feb 02, 2018	SELL	$95.86 - $107.83 $9.61 Million - $10.8 Million	-100,254 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	$88.42 - $95.51 $8.86 Million - $9.58 Million	100,254	100,254 $9.58 Million

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.96B

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 $699B
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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Dowling & Yahnke LLC Jpmorgan Chase & CO Transaction History