Global Retirement Partners, LLC Jpmorgan Chase & CO Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Global Retirement Partners, LLC holds 71,767 shares of JPM stock, worth $17.5 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

71,767

Previous 72,677 1.25%

Holding current value

$17.5 Million

Previous $14.7 Million 2.91%

% of portfolio

0.47%

Previous 0.47%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$194.9 - $224.8 $177,359 - $204,568	-910 Reduced 1.25%	71,767 $15.1 Million
Q2 2024 Jul 23, 2024	BUY	$180.08 - $204.79 $1.76 Million - $2 Million	9,763 Added 15.52%	72,677 $14.7 Million
Q1 2024 Apr 23, 2024	BUY	$167.09 - $200.3 $114,957 - $137,806	688 Added 1.11%	62,914 $12.6 Million
Q4 2023 Jan 18, 2024	SELL	$135.69 - $170.3 $392,686 - $492,848	-2,894 Reduced 4.44%	62,226 $10.6 Million
Q3 2023 Oct 13, 2023	SELL	$143.21 - $158.0 $503,526 - $555,528	-3,516 Reduced 5.12%	65,120 $9.44 Million
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $755,642 - $862,168	5,928 Added 9.45%	68,636 $9.98 Million
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $1.77 Million - $2.04 Million	14,184 Added 29.23%	62,708 $8.17 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $333,919 - $451,426	3,275 Added 7.24%	48,524 $6.51 Million
Q3 2022 Nov 03, 2022	BUY	$20.73 - $120.58 $47,824 - $278,178	2,307 Added 5.37%	45,249 $5.7 Million
Q2 2022 Jul 15, 2022	SELL	$112.61 - $135.91 $408,323 - $492,809	-3,626 Reduced 7.79%	42,942 $4.84 Million
Q1 2022 Jul 14, 2022	BUY	$128.3 - $168.44 $5.97 Million - $7.84 Million	46,568 New	46,568 $5.88 Million
Q4 2021 Jan 21, 2022	SELL	$153.94 - $171.78 $5.29 Million - $5.91 Million	-34,392 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $215,311 - $244,625	1,465 Added 4.45%	34,392 $5.63 Million
Q2 2021 Jul 15, 2021	BUY	$147.37 - $166.44 $155,622 - $175,760	1,056 Added 3.31%	32,927 $5.12 Million
Q1 2021 Apr 14, 2021	SELL	$125.65 - $157.65 $163,093 - $204,629	-1,298 Reduced 3.91%	31,871 $4.85 Million
Q4 2020 Jan 13, 2021	BUY	$96.54 - $127.07 $271,856 - $357,829	2,816 Added 9.28%	33,169 $4.22 Million
Q3 2020 Oct 09, 2020	BUY	$91.28 - $103.82 $80,235 - $91,257	879 Added 2.98%	30,353 $2.92 Million
Q2 2020 Jul 13, 2020	BUY	$84.03 - $113.45 $194,949 - $263,204	2,320 Added 8.54%	29,474 $2.77 Million
Q1 2020 Apr 28, 2020	SELL	$79.03 - $141.09 $76,738 - $136,998	-971 Reduced 3.45%	27,154 $2.45 Million
Q4 2019 Jan 23, 2020	SELL	$111.82 - $139.4 $310,635 - $387,253	-2,778 Reduced 8.99%	28,125 $3.92 Million
Q3 2019 Nov 19, 2019	BUY	$104.8 - $120.23 $1.25 Million - $1.44 Million	11,942 Added 62.98%	30,903 $3.64 Million
Q2 2019 Nov 19, 2019	BUY	$104.64 - $116.12 $278,237 - $308,763	2,659 Added 16.31%	18,961 $2.12 Million
Q1 2019 May 07, 2019	BUY	$97.11 - $107.19 $33,697 - $37,194	347 Added 2.17%	16,302 $1.65 Million
Q4 2018 Feb 22, 2019	SELL	$92.14 - $115.32 $230,073 - $287,954	-2,497 Reduced 13.53%	15,955 $1.56 Million
Q3 2018 Oct 17, 2018	BUY	$103.61 - $118.63 $304,302 - $348,416	2,937 Added 18.93%	18,452 $2.08 Million
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $310,545 - $343,784	3,008 Added 24.05%	15,515 $1.62 Million
Q1 2018 Aug 10, 2018	BUY	$107.01 - $118.77 $126,592 - $140,504	1,183 Added 10.45%	12,507 $1.38 Million
Q4 2017 Aug 13, 2018	BUY	$95.86 - $107.83 $336,852 - $378,914	3,514 Added 44.99%	11,324 $1.21 Million
Q3 2017 Aug 10, 2018	BUY	$88.42 - $95.51 $92,045 - $99,425	1,041 Added 15.38%	7,810 $746,000
Q2 2017 Aug 10, 2018	BUY	N/A	1,336 Added 24.59%	6,769 $619,000
Q1 2017 Aug 10, 2018	BUY	N/A	2,981 Added 121.57%	5,433 $477,000
Q4 2016 Aug 10, 2018	BUY	N/A	2,452	2,452 $212,000

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $714B
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 Retirement Partners, LLC Jpmorgan Chase & CO Transaction History