Dumont & Blake Investment Advisors LLC Jpmorgan Chase & CO Transaction History

Dumont & Blake Investment Advisors LLC

  • $358 Million
  • Q2 2025

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 15,415 shares of JPM stock, worth $4.74 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
15,415
Previous 15,430 0.1%
Holding current value
$4.74 Million
Previous $3.78 Million 18.08%
% of portfolio
1.25%
Previous 1.13%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$210.28 - $289.91 $3,154 - $4,348
-15 Reduced 0.1%
15,415 $4.47 Million
Q1 2025

Apr 08, 2025
SELL
$225.19 - $279.95 $225 - $279
-1 Reduced 0.01%
15,430 $3.78 Million
Q4 2024

Jan 23, 2025
SELL
$205.18 - $250.29 $486,892 - $593,938
-2,373 Reduced 13.33%
15,431 $3.7 Million
Q3 2024

Oct 23, 2024
SELL
$194.9 - $224.8 $3.49 Million - $4.02 Million
-17,892 Reduced 50.12%
17,804 $3.75 Million
Q2 2024

Jul 23, 2024
BUY
$180.08 - $204.79 $3.21 Million - $3.65 Million
17,817 Added 99.65%
35,696 $7.22 Million
Q1 2024

Apr 17, 2024
SELL
$167.09 - $200.3 $334 - $400
-2 Reduced 0.01%
17,879 $3.58 Million
Q4 2023

Jan 23, 2024
SELL
$135.69 - $170.3 $162,149 - $203,508
-1,195 Reduced 6.26%
17,881 $3.04 Million
Q3 2023

Oct 27, 2023
SELL
$143.21 - $158.0 $6,730 - $7,426
-47 Reduced 0.25%
19,076 $2.77 Million
Q2 2023

Aug 03, 2023
SELL
$127.47 - $145.44 $126,322 - $144,131
-991 Reduced 4.93%
19,123 $2.78 Million
Q1 2023

Apr 14, 2023
SELL
$124.91 - $143.8 $18,736 - $21,570
-150 Reduced 0.74%
20,114 $2.62 Million
Q4 2022

Jan 26, 2023
SELL
$101.96 - $137.84 $12,643 - $17,092
-124 Reduced 0.61%
20,264 $2.72 Million
Q3 2022

Oct 24, 2022
BUY
$20.73 - $120.58 $13,702 - $79,703
661 Added 3.35%
20,388 $2.13 Million
Q2 2022

Aug 03, 2022
BUY
$112.61 - $135.91 $15,878 - $19,163
141 Added 0.72%
19,727 $2.22 Million
Q1 2022

Apr 27, 2022
BUY
$128.3 - $168.44 $10,520 - $13,812
82 Added 0.42%
19,586 $2.67 Million
Q4 2021

Jan 31, 2022
SELL
$153.94 - $171.78 $22,783 - $25,423
-148 Reduced 0.75%
19,504 $3.09 Million
Q3 2021

Nov 02, 2021
SELL
$146.97 - $166.98 $22,045 - $25,047
-150 Reduced 0.76%
19,652 $3.22 Million
Q2 2021

Jul 22, 2021
BUY
$147.37 - $166.44 $13,115 - $14,813
89 Added 0.45%
19,802 $3.08 Million
Q1 2021

May 03, 2021
BUY
$125.65 - $157.65 $17,214 - $21,598
137 Added 0.7%
19,713 $3 Million
Q4 2020

Jan 29, 2021
SELL
$96.54 - $127.07 $66,998 - $88,186
-694 Reduced 3.42%
19,576 $2.49 Million
Q3 2020

Oct 30, 2020
BUY
$91.28 - $103.82 $19,533 - $22,217
214 Added 1.07%
20,270 $1.95 Million
Q2 2020

Jul 31, 2020
BUY
$84.03 - $113.45 $10,503 - $14,181
125 Added 0.63%
20,056 $1.89 Million
Q1 2020

May 05, 2020
SELL
$79.03 - $141.09 $948 - $1,693
-12 Reduced 0.06%
19,931 $1.79 Million
Q4 2019

Feb 05, 2020
SELL
$111.82 - $139.4 $382,648 - $477,026
-3,422 Reduced 14.65%
19,943 $2.78 Million
Q3 2019

Nov 12, 2019
SELL
$104.8 - $120.23 $26,304 - $30,177
-251 Reduced 1.06%
23,365 $2.75 Million
Q2 2019

Aug 01, 2019
BUY
$104.64 - $116.12 $15,696 - $17,418
150 Added 0.64%
23,616 $2.64 Million
Q1 2019

Apr 04, 2019
BUY
$97.11 - $107.19 $33,502 - $36,980
345 Added 1.49%
23,466 $2.38 Million
Q4 2018

Feb 07, 2019
SELL
$92.14 - $115.32 $119,321 - $149,339
-1,295 Reduced 5.3%
23,121 $2.26 Million
Q3 2018

Oct 19, 2018
BUY
$103.61 - $118.63 $54,913 - $62,873
530 Added 2.22%
24,416 $2.76 Million
Q2 2018

Jul 25, 2018
SELL
$103.24 - $114.29 $314,365 - $348,013
-3,045 Reduced 11.31%
23,886 $2.49 Million
Q1 2018

Apr 26, 2018
SELL
$107.01 - $118.77 $11,771 - $13,064
-110 Reduced 0.41%
26,931 $2.96 Million
Q4 2017

Feb 15, 2018
SELL
$95.86 - $107.83 $115,990 - $130,474
-1,210 Reduced 4.28%
27,041 $2.89 Million
Q3 2017

Oct 31, 2017
BUY
$88.42 - $95.51 $2.5 Million - $2.7 Million
28,251
28,251 $2.7 Million

Others Institutions Holding JPM

# of Institutions
5,339
Shares Held
2.09B
Call Options Held
28.7M
Put Options Held
30.3M
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 $903B
  • 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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