Global Financial Private Client, LLC Jpmorgan Chase & CO Transaction History

Global Financial Private Client, LLC

$239 Billion
Q2 2024

A detailed history of Global Financial Private Client, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Global Financial Private Client, LLC holds 7,178 shares of JPM stock, worth $1.52 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

7,178

Previous 7,232 0.75%

Holding current value

$1.52 Million

Previous $1.44 Billion 0.91%

% of portfolio

0.61%

Previous 0.62%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$180.08 - $204.79 $9,724 - $11,058	-54 Reduced 0.75%	7,178 $1.45 Billion
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $115,793 - $138,807	693 Added 10.6%	7,232 $1.44 Billion
Q4 2023 May 15, 2024	BUY	$135.69 - $170.3 $15,197 - $19,073	112 Added 1.74%	6,539 $1.11 Billion
Q3 2023 May 15, 2024	SELL	$143.21 - $158.0 $1,288 - $1,422	-9 Reduced 0.14%	6,427 $924 Million
Q2 2023 May 15, 2024	SELL	$127.47 - $145.44 $2,931 - $3,345	-23 Reduced 0.36%	6,436 $944 Million
Q1 2023 May 15, 2024	BUY	$124.91 - $143.8 $240,701 - $277,102	1,927 Added 42.52%	6,459 $841 Million
Q4 2022 May 15, 2024	BUY	$101.96 - $137.84 $9,380 - $12,681	92 Added 2.07%	4,532 $608 Million
Q3 2022 May 15, 2024	SELL	$20.73 - $120.58 $41 - $241	-2 Reduced 0.05%	4,440 $478 Million
Q2 2022 May 15, 2024	BUY	$112.61 - $135.91 $131,753 - $159,014	1,170 Added 35.76%	4,442 $507 Million
Q1 2022 May 15, 2024	BUY	$128.3 - $168.44 $76,980 - $101,064	600 Added 22.46%	3,272 $443 Million
Q4 2021 May 15, 2024	BUY	$153.94 - $171.78 $55,264 - $61,669	359 Added 15.52%	2,672 $423 Million
Q3 2021 May 15, 2024	SELL	$146.97 - $166.98 $85,683 - $97,349	-583 Reduced 20.13%	2,313 $387 Million
Q2 2021 May 15, 2024	SELL	$147.37 - $166.44 $147 - $166	-1 Reduced 0.03%	2,896 $455 Million
Q1 2021 May 15, 2024	SELL	$125.65 - $157.65 $48,500 - $60,852	-386 Reduced 11.76%	2,897 $445 Million
Q4 2020 May 15, 2024	BUY	$96.54 - $127.07 $11,102 - $14,613	115 Added 3.63%	3,283 $417 Million
Q3 2020 May 15, 2024	SELL	$91.28 - $103.82 $547 - $622	-6 Reduced 0.19%	3,168 $307 Million
Q2 2020 May 15, 2024	SELL	$84.03 - $113.45 $30,754 - $41,522	-366 Reduced 10.34%	3,174 $296 Million
Q4 2019 May 15, 2024	BUY	$111.82 - $139.4 $395,842 - $493,476	3,540 New	3,540 $494 Million

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $620B
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 ...

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Global Financial Private Client, LLC Jpmorgan Chase & CO Transaction History