A detailed history of Girard Partners Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Girard Partners Ltd. holds 39,155 shares of JPM stock, worth $9.79 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
39,155
Previous 43,044 9.03%
Holding current value
$9.79 Million
Previous $8.62 Million 8.14%
% of portfolio
0.75%
Previous 0.81%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $700,331 - $796,428
-3,889 Reduced 9.03%
39,155 $7.92 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $5.07 Million - $6.08 Million
-30,349 Reduced 41.35%
43,044 $8.62 Million
Q4 2023

Feb 09, 2024

SELL
$135.69 - $170.3 $149,259 - $187,330
-1,100 Reduced 1.48%
73,393 $12.5 Million
Q3 2023

Nov 02, 2023

SELL
$143.21 - $158.0 $417,170 - $460,254
-2,913 Reduced 3.76%
74,493 $10.8 Million
Q2 2023

Aug 15, 2023

SELL
$127.47 - $145.44 $257,999 - $294,370
-2,024 Reduced 2.55%
77,406 $11.3 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $719,981 - $828,863
-5,764 Reduced 6.77%
79,430 $10.4 Million
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $58,219 - $78,706
571 Added 0.67%
85,194 $0
Q3 2022

Oct 20, 2022

SELL
$20.73 - $120.58 $124 - $723
-6 Reduced 0.01%
84,623 $8.84 Million
Q2 2022

Jul 26, 2022

BUY
$112.61 - $135.91 $97,520 - $117,698
866 Added 1.03%
84,629 $9.53 Million
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $652,148 - $856,180
5,083 Added 6.46%
83,763 $11.4 Million
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $274,628 - $306,455
1,784 Added 2.32%
78,680 $12.5 Million
Q3 2021

Nov 01, 2021

BUY
$146.97 - $166.98 $9.45 Million - $10.7 Million
64,309 Added 510.92%
76,896 $12.6 Million
Q3 2021

Nov 01, 2021

SELL
$146.97 - $166.98 $9.04 Million - $10.3 Million
-61,514 Reduced 83.01%
12,587 $12.6 Million
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $246,992 - $278,953
-1,676 Reduced 2.21%
74,101 $11.5 Million
Q1 2021

May 06, 2021

SELL
$125.65 - $157.65 $350,940 - $440,316
-2,793 Reduced 3.55%
75,777 $11.5 Million
Q4 2020

Feb 02, 2021

SELL
$96.54 - $127.07 $221,173 - $291,117
-2,291 Reduced 2.83%
78,570 $9.98 Million
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $129,343 - $147,112
-1,417 Reduced 1.72%
80,861 $7.78 Million
Q2 2020

Aug 10, 2020

SELL
$84.03 - $113.45 $155,035 - $209,315
-1,845 Reduced 2.19%
82,278 $7.74 Million
Q1 2020

May 05, 2020

SELL
$79.03 - $141.09 $27.1 Million - $48.4 Million
-343,178 Reduced 80.31%
84,123 $7.57 Million
Q1 2020

May 01, 2020

BUY
$79.03 - $141.09 $27.5 Million - $49.1 Million
348,327 Added 441.07%
427,301 $7.92 Million
Q4 2019

Feb 03, 2020

SELL
$111.82 - $139.4 $43,945 - $54,784
-393 Reduced 0.5%
78,974 $11 Million
Q3 2019

Nov 01, 2019

SELL
$104.8 - $120.23 $594,320 - $681,824
-5,671 Reduced 6.67%
79,367 $9.34 Million
Q2 2019

Aug 12, 2019

BUY
$104.64 - $116.12 $163,343 - $181,263
1,561 Added 1.87%
85,038 $9.51 Million
Q1 2019

May 08, 2019

BUY
$97.11 - $107.19 $458,941 - $506,579
4,726 Added 6.0%
83,477 $8.45 Million
Q4 2018

Feb 11, 2019

BUY
$92.14 - $115.32 $634,107 - $793,632
6,882 Added 9.58%
78,751 $7.69 Million
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $323,366 - $370,244
-3,121 Reduced 4.16%
71,869 $8.11 Million
Q2 2018

Aug 07, 2018

BUY
$103.24 - $114.29 $443,209 - $490,646
4,293 Added 6.07%
74,990 $7.81 Million
Q1 2018

Apr 18, 2018

BUY
$107.01 - $118.77 $146,710 - $162,833
1,371 Added 1.98%
70,697 $7.78 Million
Q4 2017

Feb 07, 2018

BUY
$95.86 - $107.83 $197,950 - $222,668
2,065 Added 3.07%
69,326 $7.41 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $350,762 - $378,888
3,967 Added 6.27%
67,261 $6.42 Million
Q2 2017

Aug 08, 2017

BUY
N/A
63,294
63,294 $5.79 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 $733B
  • 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 Girard Partners Ltd. Portfolio

Follow Girard Partners Ltd. 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 Girard Partners Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Girard Partners Ltd. with notifications on news.