Fulcrum Capital LLC Jpmorgan Chase & CO Transaction History

Fulcrum Capital LLC

  • $451 Million
  • Q3 2024

A detailed history of Fulcrum Capital LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fulcrum Capital LLC holds 50,939 shares of JPM stock, worth $12.5 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
50,939
Previous 51,853 1.76%
Holding current value
$12.5 Million
Previous $10.5 Million 2.37%
% of portfolio
2.38%
Previous 2.43%

Shares

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

Oct 22, 2024
SELL
$194.9 - $224.8 $178,138 - $205,467
-914 Reduced 1.76%
50,939 $10.7 Million
Q2 2024

Jul 22, 2024
SELL
$180.08 - $204.79 $186,562 - $212,162
-1,036 Reduced 1.96%
51,853 $10.5 Million
Q1 2024

Apr 17, 2024
SELL
$167.09 - $200.3 $173,940 - $208,512
-1,041 Reduced 1.93%
52,889 $10.6 Million
Q4 2023

Jan 10, 2024
SELL
$135.69 - $170.3 $405,034 - $508,345
-2,985 Reduced 5.24%
53,930 $9.17 Million
Q3 2023

Oct 13, 2023
SELL
$143.21 - $158.0 $115,427 - $127,348
-806 Reduced 1.4%
56,915 $8.25 Million
Q2 2023

Jul 27, 2023
SELL
$127.47 - $145.44 $246,144 - $280,844
-1,931 Reduced 3.24%
57,721 $8.39 Million
Q1 2023

May 10, 2023
BUY
$124.91 - $143.8 $14,489 - $16,680
116 Added 0.19%
59,652 $7.77 Million
Q4 2022

Jan 24, 2023
BUY
$101.96 - $137.84 $42,517 - $57,479
417 Added 0.71%
59,536 $0
Q3 2022

Oct 17, 2022
SELL
$20.73 - $120.58 $11,401 - $66,319
-550 Reduced 0.92%
59,119 $6.18 Million
Q2 2022

Aug 03, 2022
BUY
$112.61 - $135.91 $374,991 - $452,580
3,330 Added 5.91%
59,669 $6.72 Million
Q1 2022

May 05, 2022
BUY
$128.3 - $168.44 $105,847 - $138,963
825 Added 1.49%
56,339 $7.68 Million
Q4 2021

Jan 25, 2022
BUY
$153.94 - $171.78 $207,819 - $231,903
1,350 Added 2.49%
55,514 $8.79 Million
Q3 2021

Oct 21, 2021
BUY
$146.97 - $166.98 $156,376 - $177,666
1,064 Added 2.0%
54,164 $8.87 Million
Q2 2021

Jul 30, 2021
BUY
$147.37 - $166.44 $291,203 - $328,885
1,976 Added 3.87%
53,100 $8.26 Million
Q1 2021

Apr 12, 2021
SELL
$125.65 - $157.65 $935,087 - $1.17 Million
-7,442 Reduced 12.71%
51,124 $7.78 Million
Q4 2020

Feb 09, 2021
BUY
$96.54 - $127.07 $380,560 - $500,909
3,942 Added 7.22%
58,566 $7.44 Million
Q3 2020

Oct 21, 2020
SELL
$91.28 - $103.82 $783,273 - $890,879
-8,581 Reduced 13.58%
54,624 $5.26 Million
Q2 2020

Jul 27, 2020
SELL
$84.03 - $113.45 $190,243 - $256,850
-2,264 Reduced 3.46%
63,205 $5.95 Million
Q1 2020

May 01, 2020
SELL
$79.03 - $141.09 $83,850 - $149,696
-1,061 Reduced 1.59%
65,469 $5.89 Million
Q4 2019

Feb 03, 2020
SELL
$111.82 - $139.4 $103,657 - $129,223
-927 Reduced 1.37%
66,530 $9.27 Million
Q3 2019

Oct 31, 2019
BUY
$104.8 - $120.23 $390,904 - $448,457
3,730 Added 5.85%
67,457 $57,000
Q2 2019

Jul 29, 2019
BUY
$104.64 - $116.12 $109,034 - $120,997
1,042 Added 1.66%
63,727 $7.13 Million
Q1 2019

May 08, 2019
BUY
$97.11 - $107.19 $180,818 - $199,587
1,862 Added 3.06%
62,685 $6.35 Million
Q4 2018

Feb 12, 2019
BUY
$92.14 - $115.32 $390,397 - $488,610
4,237 Added 7.49%
60,823 $5.94 Million
Q3 2018

Nov 06, 2018
BUY
$103.61 - $118.63 $253,948 - $290,762
2,451 Added 4.53%
56,586 $6.39 Million
Q2 2018

Aug 03, 2018
BUY
$103.24 - $114.29 $610,045 - $675,339
5,909 Added 12.25%
54,135 $5.64 Million
Q1 2018

May 09, 2018
BUY
$107.01 - $118.77 $4.61 Million - $5.12 Million
43,070 Added 835.34%
48,226 $5.3 Million
Q4 2017

Jan 30, 2018
BUY
$95.86 - $107.83 $494,254 - $555,971
5,156
5,156 $551,000

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

JPM Quotes by TradingView
  • 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
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