A detailed history of Forte Capital LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Forte Capital LLC holds 31,893 shares of JPM stock, worth $7.82 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
31,893
Previous 32,213 0.99%
Holding current value
$7.82 Million
Previous $6.52 Million 3.18%
% of portfolio
0.8%
Previous 0.81%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$194.9 - $224.8 $62,368 - $71,936
-320 Reduced 0.99%
31,893 $6.72 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $57,805 - $65,737
-321 Reduced 0.99%
32,213 $6.52 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $576,126 - $690,634
-3,448 Reduced 9.58%
32,534 $6.52 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $167,441 - $210,150
1,234 Added 3.55%
35,982 $6.12 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $446,385 - $492,486
3,117 Added 9.85%
34,748 $5.04 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $154,621 - $176,418
1,213 Added 3.99%
31,631 $4.6 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $95,056 - $109,431
761 Added 2.57%
30,418 $3.96 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $230,327 - $311,380
-2,259 Reduced 7.08%
29,657 $3.98 Million
Q3 2022

Oct 21, 2022

SELL
$20.73 - $120.58 $6,239 - $36,294
-301 Reduced 0.93%
31,916 $3.34 Million
Q2 2022

Aug 09, 2022

SELL
$112.61 - $135.91 $221,053 - $266,791
-1,963 Reduced 5.74%
32,217 $3.63 Million
Q1 2022

Apr 29, 2022

SELL
$128.3 - $168.44 $19,245 - $25,266
-150 Reduced 0.44%
34,180 $5.41 Million
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $174,567 - $194,798
1,134 Added 3.42%
34,330 $5.44 Million
Q3 2021

Oct 27, 2021

BUY
$146.97 - $166.98 $195,617 - $222,250
1,331 Added 4.18%
33,196 $5.43 Million
Q2 2021

Jul 28, 2021

BUY
$147.37 - $166.44 $996,073 - $1.12 Million
6,759 Added 26.92%
31,865 $4.96 Million
Q1 2021

Apr 22, 2021

BUY
$125.65 - $157.65 $320,910 - $402,638
2,554 Added 11.32%
25,106 $3.82 Million
Q4 2020

Jan 19, 2021

BUY
$96.54 - $127.07 $66,998 - $88,186
694 Added 3.18%
22,552 $2.87 Million
Q3 2020

Nov 03, 2020

SELL
$91.28 - $103.82 $109,536 - $124,583
-1,200 Reduced 5.2%
21,858 $2.1 Million
Q2 2020

Jul 09, 2020

SELL
$84.03 - $113.45 $11,344 - $15,315
-135 Reduced 0.58%
23,058 $2.17 Million
Q1 2020

Apr 08, 2020

BUY
$79.03 - $141.09 $278,501 - $497,201
3,524 Added 17.92%
23,193 $2.09 Million
Q4 2019

Jan 10, 2020

SELL
$111.82 - $139.4 $37,459 - $46,699
-335 Reduced 1.67%
19,669 $2.74 Million
Q3 2019

Oct 09, 2019

SELL
$104.8 - $120.23 $68,853 - $78,991
-657 Reduced 3.18%
20,004 $2.35 Million
Q2 2019

Jul 16, 2019

BUY
$104.64 - $116.12 $179,248 - $198,913
1,713 Added 9.04%
20,661 $2.31 Million
Q1 2019

Apr 08, 2019

BUY
$97.11 - $107.19 $3,981 - $4,394
41 Added 0.22%
18,948 $1.92 Million
Q4 2018

Jan 24, 2019

BUY
$92.14 - $115.32 $202,800 - $253,819
2,201 Added 13.17%
18,907 $1.85 Million
Q3 2018

Oct 16, 2018

BUY
$103.61 - $118.63 $28,181 - $32,267
272 Added 1.66%
16,706 $1.89 Million
Q2 2018

Jul 13, 2018

BUY
$103.24 - $114.29 $2,064 - $2,285
20 Added 0.12%
16,434 $1.71 Million
Q1 2018

Apr 17, 2018

BUY
$107.01 - $118.77 $65,490 - $72,687
612 Added 3.87%
16,414 $1.81 Million
Q4 2017

Jan 22, 2018

BUY
$95.86 - $107.83 $78,988 - $88,851
824 Added 5.5%
15,802 $1.69 Million
Q3 2017

Oct 11, 2017

BUY
$88.42 - $95.51 $1.32 Million - $1.43 Million
14,978
14,978 $1.43 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 $720B
  • 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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