Gradient Investments LLC Jpmorgan Chase & CO Transaction History

Gradient Investments LLC

$3.78 Billion
Q4 2024

A detailed history of Gradient Investments LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gradient Investments LLC holds 173,293 shares of JPM stock, worth $47.8 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

173,293

Previous 173,992 0.4%

Holding current value

$47.8 Million

Previous $36.7 Million 13.27%

% of portfolio

1.1%

Previous 0.97%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$205.18 - $250.29 $143,420 - $174,952	-699 Reduced 0.4%	173,293 $41.5 Million
Q3 2024 Oct 15, 2024	SELL	$194.9 - $224.8 $4.38 Million - $5.05 Million	-22,483 Reduced 11.44%	173,992 $36.7 Million
Q2 2024 Jul 18, 2024	SELL	$180.08 - $204.79 $1.35 Million - $1.54 Million	-7,523 Reduced 3.69%	196,475 $39.7 Million
Q1 2024 Apr 23, 2024	SELL	$167.09 - $200.3 $1.67 Million - $2 Million	-9,976 Reduced 4.66%	203,998 $40.9 Million
Q4 2023 Jan 18, 2024	SELL	$135.69 - $170.3 $4.39 Million - $5.5 Million	-32,320 Reduced 13.12%	213,974 $36.4 Million
Q3 2023 Oct 27, 2023	BUY	$143.21 - $158.0 $803,121 - $886,064	5,608 Added 2.33%	246,294 $35.7 Million
Q2 2023 Jul 11, 2023	BUY	$127.47 - $145.44 $439,771 - $501,768	3,450 Added 1.45%	240,686 $35 Million
Q1 2023 Apr 17, 2023	BUY	$124.91 - $143.8 $1.09 Million - $1.26 Million	8,752 Added 3.83%	237,236 $30.9 Million
Q4 2022 Jan 10, 2023	SELL	$101.96 - $137.84 $3.9 Million - $5.27 Million	-38,241 Reduced 14.34%	228,484 $0
Q3 2022 Oct 14, 2022	SELL	$20.73 - $120.58 $25,228 - $146,745	-1,217 Reduced 0.45%	266,725 $27.9 Million
Q2 2022 Jul 11, 2022	BUY	$112.61 - $135.91 $4.63 Million - $5.59 Million	41,095 Added 18.12%	267,942 $30.2 Million
Q1 2022 May 26, 2022	SELL	$128.3 - $168.44 $244,283 - $320,709	-1,904 Reduced 0.83%	226,847 $30.9 Million
Q4 2021 Jan 12, 2022	BUY	$153.94 - $171.78 $1.5 Million - $1.67 Million	9,720 Added 4.44%	228,751 $36.2 Million
Q3 2021 Oct 18, 2021	BUY	$146.97 - $166.98 $4.22 Million - $4.8 Million	28,747 Added 15.11%	219,031 $35.9 Million
Q2 2021 Jul 12, 2021	BUY	$147.37 - $166.44 $1.84 Million - $2.08 Million	12,480 Added 7.02%	190,284 $29.6 Million
Q1 2021 Apr 21, 2021	SELL	$125.65 - $157.65 $2.05 Million - $2.57 Million	-16,280 Reduced 8.39%	177,804 $27.1 Million
Q4 2020 Jan 08, 2021	SELL	$96.54 - $127.07 $174,447 - $229,615	-1,807 Reduced 0.92%	194,084 $18.7 Million
Q3 2020 Oct 06, 2020	BUY	$91.28 - $103.82 $1.5 Million - $1.71 Million	16,430 Added 9.16%	195,891 $18.9 Million
Q2 2020 Jul 10, 2020	BUY	$84.03 - $113.45 $4.66 Million - $6.29 Million	55,443 Added 44.71%	179,461 $16.9 Million
Q1 2020 Apr 07, 2020	BUY	$79.03 - $141.09 $1.43 Million - $2.55 Million	18,067 Added 17.05%	124,018 $11.2 Million
Q4 2019 Jan 15, 2020	SELL	$111.82 - $139.4 $306,610 - $382,234	-2,742 Reduced 2.52%	105,951 $14.8 Million
Q3 2019 Oct 10, 2019	BUY	$104.8 - $120.23 $561,623 - $644,312	5,359 Added 5.19%	108,693 $12.8 Million
Q2 2019 Jul 16, 2019	BUY	$104.64 - $116.12 $2.75 Million - $3.05 Million	26,288 Added 34.12%	103,334 $11.6 Million
Q1 2019 Apr 11, 2019	SELL	$97.11 - $107.19 $762,896 - $842,084	-7,856 Reduced 9.25%	77,046 $7.8 Million
Q4 2018 Jan 18, 2019	BUY	$92.14 - $115.32 $28,471 - $35,633	309 Added 0.37%	84,902 $8.29 Million
Q3 2018 Oct 11, 2018	BUY	$103.61 - $118.63 $431,017 - $493,500	4,160 Added 5.17%	84,593 $9.55 Million
Q2 2018 Aug 09, 2018	BUY	$103.24 - $114.29 $349,467 - $386,871	3,385 Added 4.39%	80,433 $8.38 Million
Q1 2018 Apr 11, 2018	SELL	$107.01 - $118.77 $470,736 - $522,469	-4,399 Reduced 5.4%	77,048 $8.47 Million
Q4 2017 Feb 07, 2018	BUY	$95.86 - $107.83 $282,307 - $317,559	2,945 Added 3.75%	81,447 $8.71 Million
Q3 2017 Oct 16, 2017	BUY	$88.42 - $95.51 $6.94 Million - $7.5 Million	78,502	78,502 $7.5 Million

Others Institutions Holding JPM

# of Institutions

4,825

Shares Held

1.97B

Call Options Held

29.8M

Put Options Held

35.8M

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 $809B
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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Gradient Investments LLC Jpmorgan Chase & CO Transaction History