A detailed history of Hamilton Point Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 29,841 shares of JPM stock, worth $7.3 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
29,841
Previous 30,222 1.26%
Holding current value
$7.3 Million
Previous $6.11 Million 2.9%
% of portfolio
1.13%
Previous 1.18%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $74,256 - $85,648
-381 Reduced 1.26%
29,841 $6.29 Million
Q2 2024

Aug 06, 2024

SELL
$180.08 - $204.79 $62,667 - $71,266
-348 Reduced 1.14%
30,222 $6.11 Million
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $120,137 - $144,015
-719 Reduced 2.3%
30,570 $6.12 Million
Q4 2023

Jan 30, 2024

BUY
$135.69 - $170.3 $45,591 - $57,220
336 Added 1.09%
31,289 $5.32 Million
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $211,234 - $233,050
-1,475 Reduced 4.55%
30,953 $4.49 Million
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $106,564 - $121,587
-836 Reduced 2.51%
32,428 $4.72 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $132,154 - $152,140
1,058 Added 3.29%
33,264 $4.33 Million
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $23,756 - $32,116
233 Added 0.73%
32,206 $4.32 Million
Q3 2022

Nov 08, 2022

BUY
$20.73 - $120.58 $20,978 - $122,026
1,012 Added 3.27%
31,973 $3.34 Million
Q2 2022

Jul 26, 2022

BUY
$112.61 - $135.91 $27,589 - $33,297
245 Added 0.8%
30,961 $3.49 Million
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $237,226 - $311,445
-1,849 Reduced 5.68%
30,716 $4.19 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $184,266 - $205,620
1,197 Added 3.82%
32,565 $5.16 Million
Q3 2021

Oct 26, 2021

BUY
$146.97 - $166.98 $33,656 - $38,238
229 Added 0.74%
31,368 $5.14 Million
Q2 2021

Aug 02, 2021

BUY
$147.37 - $166.44 $11,052 - $12,483
75 Added 0.24%
31,139 $4.84 Million
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $33,674 - $42,250
268 Added 0.87%
31,064 $4.73 Million
Q4 2020

Feb 04, 2021

SELL
$96.54 - $127.07 $2,896 - $3,812
-30 Reduced 0.1%
30,796 $3.91 Million
Q3 2020

Nov 03, 2020

BUY
$91.28 - $103.82 $34,138 - $38,828
374 Added 1.23%
30,826 $2.97 Million
Q2 2020

Aug 03, 2020

BUY
$84.03 - $113.45 $79,744 - $107,664
949 Added 3.22%
30,452 $2.86 Million
Q1 2020

May 11, 2020

BUY
$79.03 - $141.09 $81,005 - $144,617
1,025 Added 3.6%
29,503 $2.66 Million
Q4 2019

Feb 05, 2020

SELL
$111.82 - $139.4 $24,600 - $30,668
-220 Reduced 0.77%
28,478 $3.97 Million
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $2.53 Million - $2.91 Million
24,184 Added 535.76%
28,698 $3.38 Million
Q2 2019

Jul 18, 2019

SELL
$104.64 - $116.12 $76,387 - $84,767
-730 Reduced 13.92%
4,514 $505,000
Q1 2019

May 03, 2019

BUY
$97.11 - $107.19 $64,675 - $71,388
666 Added 14.55%
5,244 $531,000
Q4 2018

Feb 04, 2019

BUY
$92.14 - $115.32 $30,959 - $38,747
336 Added 7.92%
4,578 $447,000
Q2 2018

Jul 18, 2018

BUY
$103.24 - $114.29 $5,987 - $6,628
58 Added 1.39%
4,242 $442,000
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $41,305 - $45,845
386 Added 10.16%
4,184 $460,000
Q3 2017

Nov 13, 2017

SELL
$88.42 - $95.51 $335,819 - $362,746
-3,798 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
3,798
3,798 $347,000

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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