A detailed history of Financial Partners Capital Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Partners Capital Management LLC holds 120,133 shares of JPM stock, worth $25.3 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares
120,133
Previous 119,037 0.92%
Holding current value
$25.3 Million
Previous $11.2 Million 143776.28%
% of portfolio
3.59%
Previous 3.22%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $111,748 - $151,072
1,096 Added 0.92%
120,133 $16.1 Billion
Q3 2022

Feb 27, 2023

BUY
$20.73 - $120.58 $767 - $4,461
37 Added 0.03%
120,378 $12.6 Million
Q2 2022

Feb 27, 2023

BUY
$112.61 - $135.91 $90,088 - $108,728
800 Added 0.67%
120,341 $13.6 Million
Q1 2022

Feb 27, 2023

SELL
$128.3 - $168.44 $75,953 - $99,716
-592 Reduced 0.49%
119,541 $16.3 Million
Q4 2021

Feb 27, 2023

SELL
$153.94 - $171.78 $220,903 - $246,504
-1,435 Reduced 1.2%
117,888 $18.7 Million
Q3 2021

Feb 27, 2023

SELL
$146.97 - $166.98 $213,106 - $242,120
-1,450 Reduced 1.2%
119,323 $19.5 Million
Q2 2021

Feb 27, 2023

SELL
$147.37 - $166.44 $53,053 - $59,918
-360 Reduced 0.3%
120,773 $18.8 Million
Q1 2021

Feb 27, 2023

BUY
$125.65 - $157.65 $125,650 - $157,650
1,000 Added 0.83%
121,133 $18.4 Million
Q4 2020

Feb 28, 2023

BUY
$96.54 - $127.07 $103,587 - $136,346
1,073 Added 0.9%
120,960 $15.4 Million
Q3 2020

Feb 28, 2023

BUY
$91.28 - $103.82 $129,800 - $147,632
1,422 Added 1.2%
119,887 $11.5 Million
Q2 2020

Aug 12, 2020

SELL
$84.03 - $113.45 $9.79 Million - $13.2 Million
-116,518 Closed
0 $0
Q1 2020

Feb 28, 2023

SELL
$79.03 - $141.09 $131,822 - $235,338
-1,668 Reduced 1.39%
118,465 $10.7 Million
Q4 2018

Feb 19, 2019

BUY
$92.14 - $115.32 $223,900 - $280,227
2,430 Added 2.13%
116,518 $11.4 Million
Q3 2018

Feb 19, 2019

BUY
$103.61 - $118.63 $40,407 - $46,265
390 Added 0.34%
114,088 $12.9 Million
Q2 2018

Feb 19, 2019

SELL
$103.24 - $114.29 $143,606 - $158,977
-1,391 Reduced 1.21%
113,698 $11.8 Million
Q1 2018

May 18, 2018

SELL
$107.01 - $118.77 $644,200 - $714,995
-6,020 Reduced 4.97%
115,089 $12.7 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $11.6 Million - $13.1 Million
121,109
121,109 $13 Million

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 $618B
  • 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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