Harrell Investment Partners, LLC Jpmorgan Chase & CO Transaction History

Harrell Investment Partners, LLC

$337 Billion
Q1 2024

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 59,942 shares of JPM stock, worth $12.5 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

59,942

Previous 61,369 2.33%

Holding current value

$12.5 Million

Previous $10.4 Billion 15.02%

% of portfolio

3.56%

Previous 3.25%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,422

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $612B
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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Harrell Investment Partners, LLC Jpmorgan Chase & CO Transaction History