Halbert Hargrove Global Advisors, LLC Jpmorgan Chase & CO Transaction History

Halbert Hargrove Global Advisors, LLC

$1.81 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$135.69 - $170.3 $181,960 - $228,372	1,341 New	1,341 $228,000
Q1 2023 Apr 25, 2023	BUY	$124.91 - $143.8 $73,696 - $84,842	590 Added 7.63%	8,321 $1.08 Million
Q4 2022 Jan 25, 2023	SELL	$101.96 - $137.84 $29,568 - $39,973	-290 Reduced 3.62%	7,731 $0
Q3 2022 Oct 24, 2022	BUY	$20.73 - $120.58 $17,682 - $102,854	853 Added 11.9%	8,021 $838,000
Q2 2022 Aug 05, 2022	SELL	$112.61 - $135.91 $37,273 - $44,986	-331 Reduced 4.41%	7,168 $807,000
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $23,094 - $30,319	180 Added 2.46%	7,499 $1.02 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $19,088 - $21,300	124 Added 1.72%	7,319 $1.16 Million
Q3 2021 Oct 29, 2021	BUY	$146.97 - $166.98 $25,719 - $29,221	175 Added 2.49%	7,195 $1.18 Million
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $103,895 - $117,340	705 Added 11.16%	7,020 $1.09 Million
Q1 2021 May 06, 2021	BUY	$125.65 - $157.65 $61,065 - $76,617	486 Added 8.34%	6,315 $961,000
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $3,185 - $4,193	33 Added 0.57%	5,829 $740,000
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $6,754 - $7,682	74 Added 1.29%	5,796 $558,000
Q2 2020 Aug 10, 2020	SELL	$84.03 - $113.45 $48,149 - $65,006	-573 Reduced 9.1%	5,722 $539,000
Q1 2020 May 01, 2020	BUY	$79.03 - $141.09 $44,177 - $78,869	559 Added 9.75%	6,295 $567,000
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $221,515 - $276,151	-1,981 Reduced 25.67%	5,736 $800,000
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $177,426 - $203,549	1,693 Added 28.1%	7,717 $908,000
Q2 2019 Jul 26, 2019	SELL	$104.64 - $116.12 $12,138 - $13,469	-116 Reduced 1.89%	6,024 $673,000
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $6,603 - $7,288	-68 Reduced 1.1%	6,140 $622,000
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $14,558 - $18,220	158 Added 2.61%	6,208 $606,000
Q3 2018 Oct 31, 2018	SELL	$103.61 - $118.63 $13,572 - $15,540	-131 Reduced 2.12%	6,050 $683,000
Q2 2018 Aug 10, 2018	SELL	$103.24 - $114.29 $9,291 - $10,286	-90 Reduced 1.44%	6,181 $644,000
Q1 2018 May 01, 2018	SELL	$107.01 - $118.77 $18,940 - $21,022	-177 Reduced 2.75%	6,271 $690,000
Q4 2017 Feb 01, 2018	SELL	$95.86 - $107.83 $20,322 - $22,859	-212 Reduced 3.18%	6,448 $690,000
Q3 2017 Nov 02, 2017	BUY	$88.42 - $95.51 $588,877 - $636,096	6,660	6,660 $636,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

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 $733B
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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