Financial Consulate, Inc Jpmorgan Chase & CO Transaction History

Financial Consulate, Inc

$358 Million
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 17, 2023	BUY	$124.91 - $143.8 $41,719 - $48,029	334 Added 6.46%	5,503 $717,000
Q4 2022 Jan 11, 2023	SELL	$101.96 - $137.84 $30,587 - $41,352	-300 Reduced 5.49%	5,169 $0
Q2 2022 Jul 19, 2022	SELL	$112.61 - $135.91 $13,287 - $16,037	-118 Reduced 2.11%	5,469 $616,000
Q1 2022 Apr 28, 2022	BUY	$128.3 - $168.44 $19,245 - $25,266	150 Added 2.76%	5,587 $762,000
Q4 2021 Feb 07, 2022	SELL	$153.94 - $171.78 $7,697 - $8,589	-50 Reduced 0.91%	5,437 $861,000
Q3 2021 Oct 19, 2021	BUY	$146.97 - $166.98 $44,091 - $50,094	300 Added 5.78%	5,487 $898,000
Q1 2021 Apr 19, 2021	BUY	$125.65 - $157.65 $12,565 - $15,765	100 Added 1.97%	5,187 $790,000
Q3 2020 Oct 20, 2020	BUY	$91.28 - $103.82 $9,766 - $11,108	107 Added 2.15%	5,087 $490,000
Q2 2020 Jul 22, 2020	SELL	$84.03 - $113.45 $4,957 - $6,693	-59 Reduced 1.17%	4,980 $468,000
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $79 - $141	1 Added 0.02%	5,039 $454,000
Q4 2019 Jan 22, 2020	SELL	$111.82 - $139.4 $2,236 - $2,788	-20 Reduced 0.4%	5,038 $702,000
Q3 2019 Oct 16, 2019	BUY	$104.8 - $120.23 $23,056 - $26,450	220 Added 4.55%	5,058 $595,000
Q2 2019 Jul 24, 2019	SELL	$104.64 - $116.12 $13,289 - $14,747	-127 Reduced 2.56%	4,838 $541,000
Q1 2019 May 01, 2019	SELL	$97.11 - $107.19 $21,752 - $24,010	-224 Reduced 4.32%	4,965 $503,000
Q4 2018 Jan 25, 2019	BUY	$92.14 - $115.32 $2,119 - $2,652	23 Added 0.45%	5,189 $507,000
Q3 2018 Oct 29, 2018	SELL	$103.61 - $118.63 $12,951 - $14,828	-125 Reduced 2.36%	5,166 $583,000
Q2 2018 Jul 27, 2018	BUY	$103.24 - $114.29 $25,810 - $28,572	250 Added 4.96%	5,291 $551,000
Q1 2018 Apr 16, 2018	BUY	$107.01 - $118.77 $5,350 - $5,938	50 Added 1.0%	5,041 $554,000
Q3 2017 Oct 19, 2017	BUY	$88.42 - $95.51 $441,304 - $476,690	4,991	4,991 $477,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $732B
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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