Goelzer Investment Management, Inc. Jpmorgan Chase & CO Transaction History

Goelzer Investment Management, Inc.

$1.81 Billion
Q3 2024

A detailed history of Goelzer Investment Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 52,466 shares of JPM stock, worth $12.5 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

52,466

Previous 52,590 0.24%

Holding current value

$12.5 Million

Previous $10.6 Million 3.97%

% of portfolio

0.61%

Previous 0.6%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$194.9 - $224.8 $24,167 - $27,875	-124 Reduced 0.24%	52,466 $11.1 Million
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $168,554 - $191,683	-936 Reduced 1.75%	52,590 $10.6 Million
Q1 2024 May 01, 2024	BUY	$167.09 - $200.3 $369,101 - $442,462	2,209 Added 4.3%	53,526 $10.7 Million
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $222,531 - $279,292	1,640 Added 3.3%	51,317 $8.73 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $144,785 - $159,738	-1,011 Reduced 1.99%	49,677 $7.2 Million
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $4,461 - $5,090	35 Added 0.07%	50,688 $7.37 Million
Q1 2023 Apr 27, 2023	BUY	$124.91 - $143.8 $221,965 - $255,532	1,777 Added 3.64%	50,653 $6.6 Million
Q4 2022 Jan 20, 2023	SELL	$101.96 - $137.84 $45,066 - $60,925	-442 Reduced 0.9%	48,876 $0
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $263,561 - $1.53 Million	-12,714 Reduced 20.5%	49,318 $5.15 Million
Q2 2022 Aug 01, 2022	SELL	$112.61 - $135.91 $1.12 Million - $1.36 Million	-9,975 Reduced 13.85%	62,032 $6.99 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $2.13 Million - $2.8 Million	16,607 Added 29.98%	72,007 $9.82 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $4.12 Million - $4.6 Million	26,783 Added 93.59%	55,400 $8.77 Million
Q3 2021 Oct 29, 2021	SELL	$146.97 - $166.98 $142,119 - $161,469	-967 Reduced 3.27%	28,617 $4.68 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $387,730 - $437,903	2,631 Added 9.76%	29,584 $4.6 Million
Q1 2021 May 06, 2021	SELL	$125.65 - $157.65 $1.91 Million - $2.4 Million	-15,213 Reduced 36.08%	26,953 $4.1 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $660,043 - $868,777	-6,837 Reduced 13.95%	42,166 $5.36 Million
Q3 2020 Oct 27, 2020	SELL	$91.28 - $103.82 $55,498 - $63,122	-608 Reduced 1.23%	49,003 $4.72 Million
Q2 2020 Aug 12, 2020	SELL	$84.03 - $113.45 $15,461 - $20,874	-184 Reduced 0.37%	49,611 $4.67 Million
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $26,396 - $47,124	-334 Reduced 0.67%	49,795 $4.48 Million
Q4 2019 Feb 07, 2020	SELL	$111.82 - $139.4 $38,242 - $47,674	-342 Reduced 0.68%	50,129 $6.99 Million
Q3 2019 Nov 06, 2019	SELL	$104.8 - $120.23 $31,544 - $36,189	-301 Reduced 0.59%	50,471 $5.94 Million
Q2 2019 Jul 29, 2019	BUY	$104.64 - $116.12 $166,586 - $184,863	1,592 Added 3.24%	50,772 $5.68 Million
Q1 2019 May 03, 2019	BUY	$97.11 - $107.19 $1 Million - $1.11 Million	10,336 Added 26.61%	49,180 $4.98 Million
Q4 2018 Jan 28, 2019	BUY	$92.14 - $115.32 $22,758 - $28,484	247 Added 0.64%	38,844 $3.79 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $61,337 - $70,228	-592 Reduced 1.51%	38,597 $4.36 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $345,750 - $382,757	-3,349 Reduced 7.87%	39,189 $4.08 Million
Q1 2018 May 07, 2018	BUY	$107.01 - $118.77 $69,128 - $76,725	646 Added 1.54%	42,538 $4.68 Million
Q4 2017 Feb 06, 2018	SELL	$95.86 - $107.83 $80,522 - $90,577	-840 Reduced 1.97%	41,892 $4.48 Million
Q3 2017 Oct 31, 2017	BUY	$88.42 - $95.51 $3.78 Million - $4.08 Million	42,732	42,732 $4.08 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
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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Goelzer Investment Management, Inc. Jpmorgan Chase & CO Transaction History