Garrett Investment Advisors LLC Jpmorgan Chase & CO Transaction History

Garrett Investment Advisors LLC

$1.02 Billion
Q2 2025

A detailed history of Garrett Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 13,105 shares of JPM stock, worth $3.91 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

13,105

Previous 13,101 0.03%

Holding current value

$3.91 Million

Previous $3.21 Million 18.24%

% of portfolio

0.37%

Previous 0.35%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$210.28 - $289.91 $841 - $1,159	4 Added 0.03%	13,105 $3.8 Million
Q1 2025 Apr 10, 2025	SELL	$225.19 - $279.95 $538,879 - $669,920	-2,393 Reduced 15.44%	13,101 $3.21 Million
Q4 2024 Jan 15, 2025	SELL	$205.18 - $250.29 $535,724 - $653,507	-2,611 Reduced 14.42%	15,494 $3.71 Million
Q3 2024 Oct 17, 2024	BUY	$194.9 - $224.8 $132,921 - $153,313	682 Added 3.91%	18,105 $3.82 Million
Q2 2024 Jul 10, 2024	SELL	$180.08 - $204.79 $12,065 - $13,720	-67 Reduced 0.38%	17,423 $3.52 Million
Q1 2024 Apr 12, 2024	BUY	$167.09 - $200.3 $16,876 - $20,230	101 Added 0.58%	17,490 $3.5 Million
Q4 2023 Jan 05, 2024	SELL	$135.69 - $170.3 $130,262 - $163,488	-960 Reduced 5.23%	17,389 $2.96 Million
Q3 2023 Oct 13, 2023	BUY	$143.21 - $158.0 $39,955 - $44,082	279 Added 1.54%	18,349 $2.66 Million
Q2 2023 Jul 10, 2023	BUY	$127.47 - $145.44 $175,398 - $200,125	1,376 Added 8.24%	18,070 $2.63 Million
Q1 2023 Apr 04, 2023	BUY	$124.91 - $143.8 $221,840 - $255,388	1,776 Added 11.91%	16,694 $2.18 Million
Q4 2022 Jan 09, 2023	BUY	$101.96 - $137.84 $521,015 - $704,362	5,110 Added 52.1%	14,918 $0
Q3 2022 Oct 18, 2022	BUY	$20.73 - $120.58 $61,733 - $359,087	2,978 Added 43.6%	9,808 $1.03 Million
Q2 2022 Jul 27, 2022	BUY	$112.61 - $135.91 $151,910 - $183,342	1,349 Added 24.61%	6,830 $769,000
Q1 2022 Apr 04, 2022	BUY	$128.3 - $168.44 $72,104 - $94,663	562 Added 11.43%	5,481 $747,000
Q4 2021 Jan 14, 2022	BUY	$153.94 - $171.78 $22,937 - $25,595	149 Added 3.12%	4,919 $779,000
Q3 2021 Oct 07, 2021	BUY	$146.97 - $166.98 $82,891 - $94,176	564 Added 13.41%	4,770 $781,000
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $53,347 - $60,251	362 Added 9.42%	4,206 $654,000
Q1 2021 Apr 20, 2021	SELL	$125.65 - $157.65 $138,089 - $173,257	-1,099 Reduced 22.23%	3,844 $585,000
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $477,197 - $628,107	4,943 New	4,943 $628,000

Others Institutions Holding JPM

# of Institutions

5,239

Shares Held

2.04B

Call Options Held

23.3M

Put Options Held

26.3M

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 $875B
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 Garrett Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrett Investment Advisors LLC with notifications on news.

Account

Garrett Investment Advisors LLC Jpmorgan Chase & CO Transaction History