Epoch Investment Partners, Inc. Jpmorgan Chase & CO Transaction History

Epoch Investment Partners, Inc.

$21.7 Billion
Q3 2024

A detailed history of Epoch Investment Partners, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Epoch Investment Partners, Inc. holds 1,970,814 shares of JPM stock, worth $475 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

1,970,814

Previous 1,934,233 1.89%

Holding current value

$475 Million

Previous $391 Million 6.18%

% of portfolio

1.92%

Previous 1.83%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $7.13 Million - $8.22 Million	36,581 Added 1.89%	1,970,814 $415 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $73.7 Million - $83.9 Million	409,491 Added 26.86%	1,934,233 $391 Million
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $19.2 Million - $23 Million	114,780 Added 8.14%	1,524,742 $305 Million
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $4.4 Million - $5.52 Million	-32,420 Reduced 2.25%	1,409,962 $240 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $18.7 Million - $20.7 Million	-130,810 Reduced 8.31%	1,442,382 $209 Million
Q2 2023 Aug 11, 2023	SELL	$127.47 - $145.44 $7.49 Million - $8.55 Million	-58,786 Reduced 3.6%	1,573,192 $229 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $10.3 Million - $11.9 Million	82,846 Added 5.35%	1,631,978 $213 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $4.47 Million - $6.04 Million	43,821 Added 2.91%	1,549,132 $208 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $1.13 Million - $6.55 Million	54,346 Added 3.75%	1,505,311 $157 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $12.6 Million - $15.2 Million	112,046 Added 8.37%	1,450,965 $163 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $15.1 Million - $19.8 Million	117,480 Added 9.62%	1,338,919 $183 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $2.5 Million - $2.78 Million	16,209 Added 1.34%	1,221,439 $193 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $177 Million - $201 Million	1,205,230 New	1,205,230 $197 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $9 Million - $10.2 Million	-61,083 Reduced 4.7%	1,237,701 $193 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $12.1 Million - $15.2 Million	96,185 Added 8.0%	1,298,784 $198 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $92.9 Million - $122 Million	-961,969 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $14.1 Million - $16.1 Million	154,724 Added 19.17%	961,969 $92.6 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $67.8 Million - $91.6 Million	807,245 New	807,245 $75.9 Million
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $84.6 Million - $93.9 Million	-808,502 Closed	0 $0
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $12.3 Million - $13.6 Million	-126,983 Reduced 13.57%	808,502 $81.8 Million
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $44.1 Million - $55.1 Million	-478,121 Reduced 33.82%	935,485 $91.3 Million
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $83,924 - $96,090	810 Added 0.06%	1,413,606 $160 Million
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $8.58 Million - $9.5 Million	83,118 Added 6.25%	1,412,796 $147 Million
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $2.2 Million - $2.44 Million	20,576 Added 1.57%	1,329,678 $146 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $21.2 Million - $23.8 Million	221,165 Added 20.33%	1,309,102 $140 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $96.2 Million - $104 Million	1,087,937	1,087,937 $104 Million

Others Institutions Holding JPM

# of Institutions

4,612

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 $706B
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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Epoch Investment Partners, Inc. Jpmorgan Chase & CO Transaction History