A detailed history of Graybill Bartz & Assoc LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Graybill Bartz & Assoc LTD holds 18,389 shares of JPM stock, worth $4.5 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
18,389
Previous 18,733 1.84%
Holding current value
$4.5 Million
Previous $3.79 Million 2.32%
% of portfolio
1.56%
Previous 1.6%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$194.9 - $224.8 $67,045 - $77,331
-344 Reduced 1.84%
18,389 $3.88 Million
Q2 2024

Jul 22, 2024

SELL
$180.08 - $204.79 $20,889 - $23,755
-116 Reduced 0.62%
18,733 $3.79 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $6,182 - $7,411
-37 Reduced 0.2%
18,849 $3.78 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $22,660 - $28,440
167 Added 0.89%
18,886 $3.21 Million
Q3 2023

Nov 03, 2023

SELL
$143.21 - $158.0 $29,501 - $32,548
-206 Reduced 1.09%
18,719 $2.71 Million
Q2 2023

Jul 21, 2023

SELL
$127.47 - $145.44 $7,010 - $7,999
-55 Reduced 0.29%
18,925 $2.75 Million
Q1 2023

Apr 27, 2023

SELL
$124.91 - $143.8 $10,242 - $11,791
-82 Reduced 0.43%
18,980 $2.47 Million
Q4 2022

Jan 23, 2023

BUY
$101.96 - $137.84 $16,109 - $21,778
158 Added 0.84%
19,062 $0
Q3 2022

Oct 28, 2022

BUY
$20.73 - $120.58 $1,616 - $9,405
78 Added 0.41%
18,904 $1.98 Million
Q2 2022

Jul 29, 2022

SELL
$112.61 - $135.91 $16,215 - $19,571
-144 Reduced 0.76%
18,826 $2.12 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $63,893 - $83,883
498 Added 2.7%
18,970 $2.59 Million
Q4 2021

Jan 28, 2022

BUY
$153.94 - $171.78 $24,784 - $27,656
161 Added 0.88%
18,472 $2.93 Million
Q3 2021

Oct 22, 2021

SELL
$146.97 - $166.98 $2.76 Million - $3.13 Million
-18,755 Closed
0 $0
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $14,589 - $16,477
99 Added 0.53%
18,755 $2.92 Million
Q1 2021

Apr 19, 2021

SELL
$125.65 - $157.65 $576,105 - $722,825
-4,585 Reduced 19.73%
18,656 $2.84 Million
Q4 2020

Jan 20, 2021

BUY
$96.54 - $127.07 $2,123 - $2,795
22 Added 0.09%
23,241 $2.95 Million
Q3 2020

Oct 19, 2020

BUY
$91.28 - $103.82 $138,745 - $157,806
1,520 Added 7.0%
23,219 $2.24 Million
Q2 2020

Jul 20, 2020

BUY
$84.03 - $113.45 $12,856 - $17,357
153 Added 0.71%
21,699 $2.04 Million
Q1 2020

Apr 30, 2020

SELL
$79.03 - $141.09 $33,113 - $59,116
-419 Reduced 1.91%
21,546 $1.94 Million
Q4 2019

Jan 24, 2020

SELL
$111.82 - $139.4 $61,836 - $77,088
-553 Reduced 2.46%
21,965 $3.06 Million
Q3 2019

Oct 24, 2019

SELL
$104.8 - $120.23 $16,977 - $19,477
-162 Reduced 0.71%
22,518 $2.65 Million
Q2 2019

Jul 25, 2019

BUY
$104.64 - $116.12 $17,998 - $19,972
172 Added 0.76%
22,680 $2.54 Million
Q1 2019

Apr 24, 2019

SELL
$97.11 - $107.19 $18,645 - $20,580
-192 Reduced 0.85%
22,508 $2.28 Million
Q4 2018

Feb 06, 2019

BUY
$92.14 - $115.32 $134,524 - $168,367
1,460 Added 6.87%
22,700 $2.22 Million
Q3 2018

Oct 12, 2018

SELL
$103.61 - $118.63 $18,649 - $21,353
-180 Reduced 0.84%
21,240 $2.4 Million
Q2 2018

Jul 23, 2018

SELL
$103.24 - $114.29 $26,326 - $29,143
-255 Reduced 1.18%
21,420 $2.23 Million
Q1 2018

Apr 18, 2018

SELL
$107.01 - $118.77 $25,254 - $28,029
-236 Reduced 1.08%
21,675 $2.38 Million
Q4 2017

Jan 16, 2018

SELL
$95.86 - $107.83 $6,710 - $7,548
-70 Reduced 0.32%
21,911 $2.34 Million
Q3 2017

Oct 18, 2017

BUY
$88.42 - $95.51 $1.94 Million - $2.1 Million
21,981
21,981 $2.1 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 $718B
  • 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
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