A detailed history of Great Diamond Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Great Diamond Partners, LLC holds 3,213 shares of JPM stock, worth $786,413. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,213
Previous 5,044 36.3%
Holding current value
$786,413
Previous $1.02 Million 33.63%
% of portfolio
0.17%
Previous 0.24%

Shares

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

Oct 25, 2024

SELL
$194.9 - $224.8 $356,861 - $411,608
-1,831 Reduced 36.3%
3,213 $677,000
Q2 2024

Jul 29, 2024

SELL
$180.08 - $204.79 $60,867 - $69,219
-338 Reduced 6.28%
5,044 $1.02 Million
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $10,359 - $12,418
-62 Reduced 1.14%
5,382 $1.08 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $7,191 - $9,025
53 Added 0.98%
5,444 $926,000
Q3 2023

Oct 19, 2023

BUY
$143.21 - $158.0 $67,165 - $74,102
469 Added 9.53%
5,391 $781,000
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $7,520 - $8,580
59 Added 1.21%
4,922 $715,000
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $53,086 - $61,115
425 Added 9.58%
4,863 $633,000
Q4 2022

Feb 01, 2023

SELL
$101.96 - $137.84 $46,493 - $62,855
-456 Reduced 9.32%
4,438 $595,000
Q3 2022

Oct 24, 2022

SELL
$20.73 - $120.58 $17,309 - $100,684
-835 Reduced 14.57%
4,894 $511,000
Q2 2022

Jul 26, 2022

SELL
$112.61 - $135.91 $1.58 Million - $1.91 Million
-14,034 Reduced 71.01%
5,729 $645,000
Q1 2022

May 05, 2022

SELL
$128.3 - $168.44 $236,841 - $310,940
-1,846 Reduced 8.54%
19,763 $2.69 Million
Q4 2021

Jan 26, 2022

BUY
$153.94 - $171.78 $80,972 - $90,356
526 Added 2.49%
21,609 $3.42 Million
Q3 2021

Oct 21, 2021

BUY
$146.97 - $166.98 $200,320 - $227,593
1,363 Added 6.91%
21,083 $3.45 Million
Q2 2021

Jul 26, 2021

BUY
$147.37 - $166.44 $53,347 - $60,251
362 Added 1.87%
19,720 $3.07 Million
Q1 2021

May 04, 2021

SELL
$125.65 - $157.65 $120,498 - $151,186
-959 Reduced 4.72%
19,358 $2.95 Million
Q4 2020

Jan 26, 2021

SELL
$96.54 - $127.07 $13,901 - $18,298
-144 Reduced 0.7%
20,317 $2.58 Million
Q3 2020

Oct 19, 2020

BUY
$91.28 - $103.82 $68,916 - $78,384
755 Added 3.83%
20,461 $1.97 Million
Q2 2020

Aug 04, 2020

SELL
$84.03 - $113.45 $697,028 - $941,067
-8,295 Reduced 29.62%
19,706 $1.85 Million
Q1 2020

May 01, 2020

BUY
$79.03 - $141.09 $113,487 - $202,605
1,436 Added 5.41%
28,001 $2.52 Million
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $2.97 Million - $3.7 Million
26,565 New
26,565 $3.7 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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