Edgewood Management LLC Jpmorgan Chase & CO Transaction History

Edgewood Management LLC

$37.1 Billion
Q3 2024

A detailed history of Edgewood Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Edgewood Management LLC holds 20,158 shares of JPM stock, worth $4.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,158

Previous 21,464 6.08%

Holding current value

$4.8 Million

Previous $4.34 Million 2.14%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $254,539 - $293,588	-1,306 Reduced 6.08%	20,158 $4.25 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $203,920 - $275,680	2,000 Added 10.28%	21,464 $2.88 Million
Q1 2022 May 11, 2022	BUY	$128.3 - $168.44 $256,600 - $336,880	2,000 Added 11.45%	19,464 $2.65 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $29,394 - $33,396	-200 Reduced 1.13%	17,464 $2.86 Million
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $22,105 - $24,966	-150 Reduced 0.84%	17,664 $2.75 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $584,192 - $664,448	6,400 Added 56.07%	17,814 $1.72 Million
Q1 2020 May 13, 2020	BUY	$79.03 - $141.09 $118,545 - $211,635	1,500 Added 15.13%	11,414 $1.03 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $649,674 - $809,914	5,810 Added 141.57%	9,914 $1.38 Million
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $187,907 - $207,412	-1,935 Reduced 32.04%	4,104 $415,000
Q2 2018 Aug 10, 2018	SELL	$103.24 - $114.29 $12,388 - $13,714	-120 Reduced 1.95%	6,039 $629,000
Q1 2018 May 11, 2018	SELL	$107.01 - $118.77 $84,537 - $93,828	-790 Reduced 11.37%	6,159 $677,000
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $9,586 - $10,783	-100 Reduced 1.42%	6,949 $743,000
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $623,272 - $673,249	7,049	7,049 $673,000

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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Edgewood Management LLC Jpmorgan Chase & CO Transaction History