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

Eldridge Investment Advisors, Inc.

$390 Million
Q1 2024

A detailed history of Eldridge Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 4,353 shares of JPM stock, worth $893,105. This represents 0.22% of its overall portfolio holdings.

Number of Shares

4,353

Previous 4,353 -0.0%

Holding current value

$893,105

Previous $740,000 17.84%

% of portfolio

0.22%

Previous 0.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $27,952 - $35,081	-206 Reduced 4.52%	4,353 $740,000
Q2 2023 Aug 03, 2023	BUY	$127.47 - $145.44 $28,043 - $31,996	220 Added 5.07%	4,559 $663,000
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $6,745 - $7,765	-54 Reduced 1.23%	4,339 $565,000
Q4 2022 Feb 03, 2023	BUY	$101.96 - $137.84 $21,411 - $28,946	210 Added 5.02%	4,393 $589,000
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $538 - $3,135	-26 Reduced 0.62%	4,183 $437,000

Q2 2022 Aug 11, 2022	SELL	$112.61 - $135.91 $8,445 - $10,193	-75 Reduced 1.75%	4,209 $474,000
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $4,233 - $5,558	-33 Reduced 0.76%	4,284 $584,000
Q2 2021 Aug 05, 2021	BUY	$147.37 - $166.44 $3,389 - $3,828	23 Added 0.54%	4,317 $671,000
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $1,825 - $2,076	-20 Reduced 0.46%	4,294 $413,000
Q2 2020 Aug 07, 2020	BUY	$84.03 - $113.45 $1,680 - $2,269	20 Added 0.47%	4,314 $406,000
Q1 2020 May 08, 2020	SELL	$79.03 - $141.09 $1,975 - $3,527	-25 Reduced 0.58%	4,294 $387,000
Q3 2019 Nov 01, 2019	SELL	$104.8 - $120.23 $5,344 - $6,131	-51 Reduced 1.17%	4,319 $508,000
Q1 2019 Apr 24, 2019	BUY	$97.11 - $107.19 $97,207 - $107,297	1,001 Added 29.71%	4,370 $442,000
Q4 2018 Jan 24, 2019	BUY	$92.14 - $115.32 $20,362 - $25,485	221 Added 7.02%	3,369 $329,000
Q3 2018 Oct 11, 2018	BUY	$103.61 - $118.63 $64,859 - $74,262	626 Added 24.82%	3,148 $355,000
Q2 2018 Jul 31, 2018	SELL	$103.24 - $114.29 $26,222 - $29,029	-254 Reduced 9.15%	2,522 $262,000
Q1 2018 May 11, 2018	BUY	$107.01 - $118.77 $18,833 - $20,903	176 Added 6.77%	2,776 $305,000
Q4 2017 Feb 09, 2018	BUY	$95.86 - $107.83 $249,236 - $280,358	2,600	2,600 $279,000

Others Institutions Holding JPM

# of Institutions

4,426

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 $602B
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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Eldridge Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History