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 18,105 shares of JPM stock, worth $3.98 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
18,105
Previous 17,423 3.91%
Holding current value
$3.98 Million
Previous $3.52 Million 8.32%
% of portfolio
0.41%
Previous 0.44%

Shares

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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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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