Fort Sheridan Advisors LLC Jpmorgan Chase & CO Transaction History

Fort Sheridan Advisors LLC

$652 Million
Q3 2024

A detailed history of Fort Sheridan Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fort Sheridan Advisors LLC holds 95,884 shares of JPM stock, worth $23.5 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares

95,884

Previous 94,490 1.48%

Holding current value

$23.5 Million

Previous $19.1 Million 5.75%

% of portfolio

3.1%

Previous 3.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $271,690 - $313,371	1,394 Added 1.48%	95,884 $20.2 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $1.74 Million - $1.97 Million	9,644 Added 11.37%	94,490 $19.1 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $686,405 - $822,832	4,108 Added 5.09%	84,846 $17 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $569,402 - $628,208	3,976 Added 5.18%	80,738 $11.7 Million
Q2 2023 Aug 01, 2023	BUY	$127.47 - $145.44 $97,896 - $111,697	768 Added 1.01%	76,762 $11.2 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $1.37 Million - $1.57 Million	10,938 Added 16.81%	75,994 $9.9 Million
Q4 2022 Feb 15, 2023	BUY	$101.96 - $137.84 $7,952 - $10,751	78 Added 0.12%	65,056 $8.72 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $119,902 - $697,434	5,784 Added 9.77%	64,978 $6.79 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $514,515 - $620,972	4,569 Added 8.36%	59,194 $6.67 Million
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $41,056 - $53,900	-320 Reduced 0.58%	54,625 $7.45 Million
Q4 2021 Feb 10, 2022	SELL	$153.94 - $171.78 $11,545 - $12,883	-75 Reduced 0.14%	54,945 $8.7 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $222,806 - $253,141	1,516 Added 2.83%	55,020 $9.01 Million
Q2 2021 Aug 17, 2021	BUY	$147.37 - $166.44 $1.11 Million - $1.25 Million	7,537 Added 16.4%	53,504 $8.32 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $278,566 - $349,510	2,217 Added 5.07%	45,967 $7 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $215,091 - $283,111	2,228 Added 5.37%	43,750 $5.56 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $154,354 - $175,559	1,691 Added 4.25%	41,522 $4 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $31,847 - $42,997	379 Added 0.96%	39,831 $3.75 Million
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $171,653 - $306,447	2,172 Added 5.83%	39,452 $3.55 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $125,462 - $156,406	1,122 Added 3.1%	37,280 $5.2 Million
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $99,560 - $114,218	-950 Reduced 2.56%	36,158 $4.26 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $380,471 - $422,212	3,636 Added 10.86%	37,108 $4.15 Million
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $228,208 - $251,896	2,350 Added 7.55%	33,472 $3.39 Million
Q4 2018 May 13, 2019	BUY	$92.14 - $115.32 $2.87 Million - $3.59 Million	31,122 New	31,122 $3.04 Million

Others Institutions Holding JPM

# of Institutions

4,611

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 $719B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fort Sheridan Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fort Sheridan Advisors LLC with notifications on news.

Account

Fort Sheridan Advisors LLC Jpmorgan Chase & CO Transaction History