A detailed history of Fidelis Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 36,681 shares of JPM stock, worth $7.53 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
36,681
Previous 30,326 20.96%
Holding current value
$7.53 Million
Previous $5.16 Billion 27.27%
% of portfolio
0.57%
Previous 1.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $78,699 - $94,341
-471 Reduced 1.28%
36,210 $7.25 Billion
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $1.06 Million - $1.27 Million
6,355 Added 20.96%
36,681 $3.75 Billion
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $950,915 - $1.19 Million
7,008 Added 30.05%
30,326 $5.16 Billion
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $211,377 - $233,208
1,476 Added 6.76%
23,318 $3.38 Billion
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $96,877 - $110,534
760 Added 3.6%
21,842 $3.18 Billion
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $1.59 Million - $1.83 Million
12,752 Added 153.09%
21,082 $2.88 Billion
Q4 2022

Jan 20, 2023

BUY
$101.96 - $137.84 $849,326 - $1.15 Million
8,330 New
8,330 $1.14 Billion

Others Institutions Holding JPM

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 ...
More about JPM
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