Efg Asset Management (Americas) Corp. Jpmorgan Chase & CO Transaction History

Efg Asset Management (Americas) Corp.

$327 Million
Q1 2024

A detailed history of Efg Asset Management (Americas) Corp. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Efg Asset Management (Americas) Corp. holds 30,985 shares of JPM stock, worth $6.27 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

30,985

Previous 46,083 32.76%

Holding current value

$6.27 Million

Previous $7.84 Million 20.82%

% of portfolio

1.9%

Previous 1.7%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$167.09 - $200.3 $2.52 Million - $3.02 Million	-15,098 Reduced 32.76%	30,985 $6.21 Million
Q4 2023 Feb 01, 2024	SELL	$135.69 - $170.3 $484,006 - $607,460	-3,567 Reduced 7.18%	46,083 $7.84 Million
Q3 2023 Nov 09, 2023	SELL	$143.21 - $158.0 $42,819 - $47,242	-299 Reduced 0.6%	49,650 $7.2 Million
Q2 2023 Aug 29, 2023	SELL	$127.47 - $145.44 $480,306 - $548,017	-3,768 Reduced 7.01%	49,949 $7.26 Million
Q1 2023 May 04, 2023	BUY	$124.91 - $143.8 $440,432 - $507,038	3,526 Added 7.03%	53,717 $7 Million

Q4 2022 Feb 09, 2023	SELL	$101.96 - $137.84 $145,700 - $196,973	-1,429 Reduced 2.77%	50,191 $6.73 Million
Q3 2022 Nov 07, 2022	SELL	$20.73 - $120.58 $409,935 - $2.38 Million	-19,775 Reduced 27.7%	51,620 $5.41 Million
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $88,398 - $106,689	785 Added 1.11%	71,395 $8.06 Million
Q1 2022 May 05, 2022	SELL	$128.3 - $168.44 $4.41 Million - $5.79 Million	-34,370 Reduced 32.74%	70,610 $9.65 Million
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $64,654 - $72,147	420 Added 0.4%	104,980 $16.7 Million
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $1.02 Million - $1.16 Million	6,922 Added 7.09%	104,560 $17.2 Million
Q2 2021 Jul 23, 2021	BUY	$147.37 - $166.44 $330,403 - $373,158	2,242 Added 2.35%	97,638 $15.2 Million
Q1 2021 Apr 09, 2021	BUY	$125.65 - $157.65 $546,074 - $685,146	4,346 Added 4.77%	95,396 $14.5 Million
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $341,944 - $450,081	3,542 Added 4.05%	91,050 $11.6 Million
Q3 2020 Nov 06, 2020	BUY	$91.28 - $103.82 $638,777 - $726,532	6,998 Added 8.69%	87,508 $8.43 Million
Q2 2020 Jul 30, 2020	BUY	$84.03 - $113.45 $2.45 Million - $3.3 Million	29,104 Added 56.62%	80,510 $7.58 Million
Q1 2020 May 08, 2020	SELL	$79.03 - $141.09 $7.77 Million - $13.9 Million	-98,341 Reduced 65.67%	51,406 $4.64 Million
Q4 2019 Jan 28, 2020	BUY	$111.82 - $139.4 $12.3 Million - $15.3 Million	110,086 Added 277.57%	149,747 $8.03 Million
Q3 2019 Nov 05, 2019	SELL	$104.8 - $120.23 $95,787 - $109,890	-914 Reduced 2.25%	39,661 $4.73 Million
Q2 2019 Jul 09, 2019	SELL	$104.64 - $116.12 $138,438 - $153,626	-1,323 Reduced 3.16%	40,575 $4.59 Million
Q1 2019 Apr 05, 2019	SELL	$97.11 - $107.19 $1.6 Million - $1.77 Million	-16,470 Reduced 28.22%	41,898 $4.29 Million
Q4 2018 Feb 06, 2019	BUY	$92.14 - $115.32 $173,223 - $216,801	1,880 Added 3.33%	58,368 $5.75 Million
Q3 2018 Oct 09, 2018	BUY	$103.61 - $118.63 $107,443 - $123,019	1,037 Added 1.87%	56,488 $6.43 Million
Q2 2018 Aug 07, 2018	BUY	$103.24 - $114.29 $1.4 Million - $1.55 Million	13,556 Added 32.36%	55,451 $5.83 Million
Q1 2018 May 07, 2018	SELL	$107.01 - $118.77 $66,132 - $73,399	-618 Reduced 1.45%	41,895 $4.66 Million
Q4 2017 Feb 07, 2018	BUY	$95.86 - $107.83 $1.01 Million - $1.14 Million	10,560 Added 33.05%	42,513 $4.59 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $2.37 Million - $2.56 Million	26,793 Added 519.24%	31,953 $3.09 Million
Q2 2017 Aug 14, 2017	BUY	N/A	5,160	5,160 $472,000

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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 Efg Asset Management (Americas) Corp., based on Form 13F filings with the SEC.

News

Stay updated on Efg Asset Management (Americas) Corp. with notifications on news.

Account

Efg Asset Management (Americas) Corp. Jpmorgan Chase & CO Transaction History