Edgemoor Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History

Edgemoor Investment Advisors, Inc.

$1.14 Billion
Q3 2024

A detailed history of Edgemoor Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 6,787 shares of JPM stock, worth $1.69 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,787

Previous 7,048 3.7%

Holding current value

$1.69 Million

Previous $1.43 Million 0.35%

% of portfolio

0.13%

Previous 0.13%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $50,868 - $58,672	-261 Reduced 3.7%	6,787 $1.43 Million
Q2 2024 Aug 07, 2024	BUY	$180.08 - $204.79 $180 - $204	1 Added 0.01%	7,048 $1.43 Million
Q1 2024 May 09, 2024	BUY	$167.09 - $200.3 $85,884 - $102,954	514 Added 7.87%	7,047 $1.41 Million
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $135 - $170	1 Added 0.02%	6,533 $1.11 Million
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $143 - $158	1 Added 0.02%	6,532 $947,000
Q2 2023 Aug 09, 2023	BUY	$127.47 - $145.44 $127 - $145	1 Added 0.02%	6,531 $949,000
Q1 2023 May 09, 2023	SELL	$124.91 - $143.8 $62,829 - $72,331	-503 Reduced 7.15%	6,530 $850,000
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $176,696 - $238,876	1,733 Added 32.7%	7,033 $943,000
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $20 - $120	1 Added 0.02%	5,300 $554,000
Q2 2022 Aug 04, 2022	SELL	$112.61 - $135.91 $6,306 - $7,610	-56 Reduced 1.05%	5,299 $597,000
Q1 2022 May 12, 2022	BUY	$128.3 - $168.44 $194,374 - $255,186	1,515 Added 39.45%	5,355 $730,000
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $13,546 - $15,116	88 Added 2.35%	3,840 $608,000
Q3 2021 Nov 02, 2021	SELL	$146.97 - $166.98 $66,136 - $75,141	-450 Reduced 10.71%	3,752 $614,000
Q1 2021 May 12, 2021	BUY	$125.65 - $157.65 $4,649 - $5,833	37 Added 0.89%	4,202 $640,000
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $9,364 - $12,325	-97 Reduced 2.28%	4,165 $529,000
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $6,298 - $7,163	-69 Reduced 1.59%	4,262 $410,000
Q4 2019 Feb 04, 2020	SELL	$111.82 - $139.4 $447 - $557	-4 Reduced 0.09%	4,331 $604,000
Q3 2019 Nov 06, 2019	SELL	$104.8 - $120.23 $21,693 - $24,887	-207 Reduced 4.56%	4,335 $510,000
Q1 2019 May 08, 2019	BUY	$97.11 - $107.19 $43,602 - $48,128	449 Added 10.97%	4,542 $460,000
Q3 2018 Oct 26, 2018	SELL	$103.61 - $118.63 $46,210 - $52,908	-446 Reduced 9.83%	4,093 $462,000
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $11,771 - $13,064	110 Added 2.48%	4,539 $499,000
Q4 2017 Feb 07, 2018	SELL	$95.86 - $107.83 $48,505 - $54,561	-506 Reduced 10.25%	4,429 $497,000
Q3 2017 Nov 09, 2017	BUY	$88.42 - $95.51 $436,352 - $471,341	4,935	4,935 $471,000

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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 Edgemoor Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Edgemoor Investment Advisors, Inc. with notifications on news.

Account

Edgemoor Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History