A detailed history of Galvin, Gaustad & Stein, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Galvin, Gaustad & Stein, LLC holds 137,291 shares of JPM stock, worth $34.1 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
137,291
Previous 149,579 8.22%
Holding current value
$34.1 Million
Previous $30.3 Million 4.35%
% of portfolio
2.73%
Previous 2.96%

Shares

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

Nov 01, 2024

SELL
$194.9 - $224.8 $2.39 Million - $2.76 Million
-12,288 Reduced 8.22%
137,291 $28.9 Million
Q2 2024

Jul 17, 2024

SELL
$180.08 - $204.79 $2.16 Million - $2.45 Million
-11,980 Reduced 7.42%
149,579 $30.3 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $1.65 Million - $1.98 Million
-9,870 Reduced 5.76%
161,559 $32.4 Million
Q4 2023

Jan 11, 2024

SELL
$135.69 - $170.3 $1.05 Million - $1.32 Million
-7,726 Reduced 4.31%
171,429 $29.2 Million
Q3 2023

Oct 18, 2023

SELL
$143.21 - $158.0 $1.24 Million - $1.37 Million
-8,684 Reduced 4.62%
179,155 $26 Million
Q2 2023

Jul 24, 2023

SELL
$127.47 - $145.44 $1.59 Million - $1.81 Million
-12,448 Reduced 6.22%
187,839 $27.3 Million
Q1 2023

Apr 17, 2023

SELL
$124.91 - $143.8 $2.62 Million - $3.01 Million
-20,936 Reduced 9.46%
200,287 $26.1 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $956,282 - $1.29 Million
-9,379 Reduced 4.07%
221,223 $29.7 Million
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $402,203 - $2.34 Million
19,402 Added 9.19%
230,602 $24.1 Million
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $420,260 - $507,216
3,732 Added 1.8%
211,200 $23.8 Million
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $883,602 - $1.16 Million
6,887 Added 3.43%
207,468 $28.3 Million
Q4 2021

Jan 31, 2022

SELL
$153.94 - $171.78 $165,331 - $184,491
-1,074 Reduced 0.53%
200,581 $31.8 Million
Q3 2021

Oct 29, 2021

BUY
$146.97 - $166.98 $278,067 - $315,926
1,892 Added 0.95%
201,655 $33 Million
Q2 2021

Jul 29, 2021

SELL
$147.37 - $166.44 $17,831 - $20,139
-121 Reduced 0.06%
199,763 $31.1 Million
Q1 2021

Apr 19, 2021

SELL
$125.65 - $157.65 $582,262 - $730,550
-4,634 Reduced 2.27%
199,884 $30.4 Million
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $19.7 Million - $26 Million
204,518 New
204,518 $26 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 $729B
  • 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

Track Galvin, Gaustad & Stein, LLC Portfolio

Follow Galvin, Gaustad & Stein, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Galvin, Gaustad & Stein, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Galvin, Gaustad & Stein, LLC with notifications on news.