A detailed history of Harrell Investment Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Harrell Investment Partners, LLC holds 56,302 shares of JPM stock, worth $12.4 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares
56,302
Previous 58,245 3.34%
Holding current value
$12.4 Million
Previous $11.8 Billion 0.77%
% of portfolio
3.36%
Previous 3.42%

Shares

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

Oct 11, 2024

SELL
$194.9 - $224.8 $378,690 - $436,786
-1,943 Reduced 3.34%
56,302 $11.9 Billion
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $305,595 - $347,528
-1,697 Reduced 2.83%
58,245 $11.8 Billion
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $238,437 - $285,828
-1,427 Reduced 2.33%
59,942 $12 Billion
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $170,562 - $214,067
1,257 Added 2.09%
61,369 $10.4 Billion
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $423,758 - $467,522
2,959 Added 5.18%
60,112 $8.64 Billion
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $73,805 - $84,209
579 Added 1.02%
57,153 $8.31 Billion
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $451,674 - $519,980
3,616 Added 6.83%
56,574 $7.38 Billion
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $246,131 - $332,745
2,414 Added 4.78%
52,958 $7.1 Billion
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $28,254 - $164,350
1,363 Added 2.77%
50,544 $5.28 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $304,722 - $367,772
2,706 Added 5.82%
49,181 $5.54 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $178,593 - $234,468
1,392 Added 3.09%
46,475 $6.34 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $202,585 - $226,062
1,316 Added 3.01%
45,083 $7.14 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $259,695 - $295,053
1,767 Added 4.21%
43,767 $7.16 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $404,235 - $456,544
2,743 Added 6.99%
42,000 $6.53 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $39,454 - $49,502
314 Added 0.81%
39,257 $5.98 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $364,824 - $480,197
-3,779 Reduced 8.85%
38,943 $4.95 Million
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $283,059 - $321,945
-3,101 Reduced 6.77%
42,722 $4.11 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $392,672 - $530,151
4,673 Added 11.36%
45,823 $4.31 Million
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $193,386 - $345,247
2,447 Added 6.32%
41,150 $3.71 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $4.33 Million - $5.4 Million
38,703 New
38,703 $5.4 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 $645B
  • 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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