Edgestream Partners, L.P. Jpmorgan Chase & CO Transaction History

Edgestream Partners, L.P.

$2.29 Billion
Q4 2024

A detailed history of Edgestream Partners, L.P. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Edgestream Partners, L.P. holds 37,567 shares of JPM stock, worth $10 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

37,567

Previous 9,661 288.85%

Holding current value

$10 Million

Previous $2.04 Million 342.29%

% of portfolio

0.39%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$205.18 - $250.29 $5.73 Million - $6.98 Million	27,906 Added 288.85%	37,567 $9.01 Million
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $725,612 - $836,930	3,723 Added 62.7%	9,661 $2.04 Million
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $3.38 Million - $3.84 Million	-18,763 Reduced 75.96%	5,938 $1.2 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $849,986 - $1.02 Million	-5,087 Reduced 17.08%	24,701 $4.95 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $2.75 Million - $3.45 Million	20,264 Added 212.77%	29,788 $5.07 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $970,677 - $1.07 Million	6,778 Added 246.83%	9,524 $1.38 Million
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $1.39 Million - $1.59 Million	-10,942 Reduced 79.94%	2,746 $399,000
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $1.71 Million - $1.97 Million	13,688 New	13,688 $1.78 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $398,161 - $2.32 Million	-19,207 Reduced 54.95%	15,744 $1.65 Million
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $1.7 Million - $2.05 Million	-15,094 Reduced 30.16%	34,951 $3.94 Million
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $4.34 Million - $5.69 Million	-33,793 Reduced 40.31%	50,045 $6.82 Million
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $8.36 Million - $9.33 Million	54,336 Added 184.18%	83,838 $13.3 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $5.63 Million - $6.4 Million	-38,336 Reduced 56.51%	29,502 $4.83 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $8.33 Million - $9.4 Million	56,492 Added 497.9%	67,838 $10.6 Million
Q1 2021 May 06, 2021	SELL	$125.65 - $157.65 $831,174 - $1.04 Million	-6,615 Reduced 36.83%	11,346 $1.73 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $1.73 Million - $2.28 Million	17,961 New	17,961 $2.28 Million
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $2.13 Million - $2.42 Million	-23,308 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $1.96 Million - $2.64 Million	23,308 New	23,308 $2.19 Million
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $845,621 - $1.51 Million	-10,700 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $1.01 Million - $1.26 Million	-9,023 Reduced 45.75%	10,700 $1.49 Million
Q3 2019 Nov 08, 2019	BUY	$104.8 - $120.23 $2.07 Million - $2.37 Million	19,723 New	19,723 $2.32 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $1.31 Million - $1.64 Million	-14,234 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	$103.61 - $118.63 $590,887 - $676,546	5,703 Added 66.85%	14,234 $1.61 Million
Q2 2018 Aug 09, 2018	BUY	$103.24 - $114.29 $880,740 - $975,007	8,531 New	8,531 $889,000
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $269,237 - $298,825	-2,516 Closed	0 $0
Q4 2017 Feb 09, 2018	SELL	$95.86 - $107.83 $192,582 - $216,630	-2,009 Reduced 44.4%	2,516 $269,000
Q3 2017 Oct 30, 2017	BUY	$88.42 - $95.51 $400,100 - $432,182	4,525	4,525 $432,000

Others Institutions Holding JPM

# of Institutions

5,041

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

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 $783B
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 Edgestream Partners, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Edgestream Partners, L.P. with notifications on news.

Account

Edgestream Partners, L.P. Jpmorgan Chase & CO Transaction History