Hartford Financial Management Inc. Jpmorgan Chase & CO Transaction History

Hartford Financial Management Inc.

$462 Million
Q4 2024

A detailed history of Hartford Financial Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hartford Financial Management Inc. holds 53,784 shares of JPM stock, worth $14.6 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

53,784

Previous 54,185 0.74%

Holding current value

$14.6 Million

Previous $11.4 Million 12.88%

% of portfolio

2.79%

Previous 2.42%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$205.18 - $250.29 $82,277 - $100,366	-401 Reduced 0.74%	53,784 $12.9 Million
Q3 2024 Oct 28, 2024	BUY	$194.9 - $224.8 $10,524 - $12,139	54 Added 0.1%	54,185 $11.4 Million
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $188,723 - $214,619	-1,048 Reduced 1.9%	54,131 $10.9 Million
Q1 2024 Apr 24, 2024	SELL	$167.09 - $200.3 $49,124 - $58,888	-294 Reduced 0.53%	55,179 $11.1 Million
Q4 2023 Jan 29, 2024	SELL	$135.69 - $170.3 $69,201 - $86,853	-510 Reduced 0.91%	55,473 $9.44 Million
Q3 2023 Oct 24, 2023	SELL	$143.21 - $158.0 $32,222 - $35,550	-225 Reduced 0.4%	55,983 $8.12 Million
Q2 2023 Jul 26, 2023	SELL	$127.47 - $145.44 $219,375 - $250,302	-1,721 Reduced 2.97%	56,208 $8.17 Million
Q1 2023 Apr 25, 2023	SELL	$124.91 - $143.8 $84,688 - $97,496	-678 Reduced 1.16%	57,929 $7.55 Million
Q4 2022 Feb 01, 2023	SELL	$101.96 - $137.84 $203,002 - $274,439	-1,991 Reduced 3.29%	58,607 $7.86 Million
Q3 2022 Oct 25, 2022	BUY	$20.73 - $120.58 $26,016 - $151,327	1,255 Added 2.11%	60,598 $6.33 Million
Q2 2022 Jul 21, 2022	SELL	$112.61 - $135.91 $11,148 - $13,455	-99 Reduced 0.17%	59,343 $6.68 Million
Q1 2022 May 05, 2022	SELL	$128.3 - $168.44 $55,553 - $72,934	-433 Reduced 0.72%	59,442 $8.1 Million
Q4 2021 Jan 27, 2022	SELL	$153.94 - $171.78 $46,335 - $51,705	-301 Reduced 0.5%	59,875 $9.48 Million
Q3 2021 Oct 29, 2021	SELL	$146.97 - $166.98 $8,965 - $10,185	-61 Reduced 0.1%	60,176 $9.85 Million
Q2 2021 Jul 27, 2021	SELL	$147.37 - $166.44 $167,854 - $189,575	-1,139 Reduced 1.86%	60,237 $9.37 Million
Q1 2021 Apr 14, 2021	SELL	$125.65 - $157.65 $166,863 - $209,359	-1,328 Reduced 2.12%	61,376 $9.34 Million
Q4 2020 Feb 03, 2021	SELL	$96.54 - $127.07 $46,532 - $61,247	-482 Reduced 0.76%	62,704 $7.97 Million
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $54,037 - $61,461	592 Added 0.95%	63,186 $6.08 Million
Q2 2020 Jul 23, 2020	SELL	$84.03 - $113.45 $326,456 - $440,753	-3,885 Reduced 5.84%	62,594 $5.89 Million
Q1 2020 May 01, 2020	SELL	$79.03 - $141.09 $712,534 - $1.27 Million	-9,016 Reduced 11.94%	66,479 $5.99 Million
Q4 2019 Jan 28, 2020	SELL	$111.82 - $139.4 $175,110 - $218,300	-1,566 Reduced 2.03%	75,495 $10.5 Million
Q3 2019 Oct 28, 2019	BUY	$104.8 - $120.23 $9,746 - $11,181	93 Added 0.12%	77,061 $9.07 Million
Q2 2019 Aug 01, 2019	BUY	$104.64 - $116.12 $70,736 - $78,497	676 Added 0.89%	76,968 $8.61 Million
Q1 2019 May 08, 2019	BUY	$97.11 - $107.19 $173,147 - $191,119	1,783 Added 2.39%	76,292 $7.72 Million
Q4 2018 Feb 04, 2019	BUY	$92.14 - $115.32 $12,991 - $16,260	141 Added 0.19%	74,509 $7.27 Million
Q3 2018 Nov 01, 2018	SELL	$103.61 - $118.63 $12,225 - $13,998	-118 Reduced 0.16%	74,368 $8.39 Million
Q2 2018 Aug 10, 2018	BUY	$103.24 - $114.29 $2.39 Million - $2.64 Million	23,130 Added 45.04%	74,486 $7.76 Million
Q1 2018 Apr 10, 2018	BUY	$107.01 - $118.77 $24,719 - $27,435	231 Added 0.45%	51,356 $5.65 Million
Q3 2017 Oct 16, 2017	BUY	$88.42 - $95.51 $4.52 Million - $4.88 Million	51,125	51,125 $4.88 Million

Others Institutions Holding JPM

# of Institutions

4,856

Shares Held

1.97B

Call Options Held

29.5M

Put Options Held

35.2M

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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 $795B
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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Hartford Financial Management Inc. Jpmorgan Chase & CO Transaction History