Harvey Capital Management Inc Jpmorgan Chase & CO Transaction History

Harvey Capital Management Inc

$341 Million
Q1 2024

A detailed history of Harvey Capital Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Harvey Capital Management Inc holds 43,142 shares of JPM stock, worth $8.73 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

43,142

Previous 43,242 0.23%

Holding current value

$8.73 Million

Previous $7.36 Million 17.48%

% of portfolio

2.53%

Previous 2.45%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $16,709 - $20,030	-100 Reduced 0.23%	43,142 $8.64 Million
Q4 2023 Jan 29, 2024	SELL	$135.69 - $170.3 $20,353 - $25,545	-150 Reduced 0.35%	43,242 $7.36 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $408,148 - $450,300	-2,850 Reduced 6.16%	43,392 $6.29 Million
Q2 2023 Aug 04, 2023	SELL	$127.47 - $145.44 $1.33 Million - $1.51 Million	-10,410 Reduced 18.38%	46,242 $6.73 Million
Q1 2023 May 17, 2023	SELL	$124.91 - $143.8 $74,946 - $86,280	-600 Reduced 1.05%	56,652 $7.38 Million

Q4 2022 Feb 27, 2023	SELL	$101.96 - $137.84 $61,175 - $82,704	-600 Reduced 1.04%	57,252 $7.68 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $9,121 - $53,055	-440 Reduced 0.75%	57,852 $6.05 Million
Q2 2022 Aug 08, 2022	SELL	$112.61 - $135.91 $456,070 - $550,435	-4,050 Reduced 6.5%	58,292 $6.56 Million
Q1 2022 Apr 22, 2022	SELL	$128.3 - $168.44 $619,047 - $812,723	-4,825 Reduced 7.18%	62,342 $8.5 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $546,487 - $609,819	-3,550 Reduced 5.02%	67,167 $10.6 Million
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $102,879 - $116,886	700 Added 1.0%	70,717 $11.6 Million
Q2 2021 Aug 10, 2021	SELL	$147.37 - $166.44 $20,631 - $23,301	-140 Reduced 0.2%	70,017 $10.9 Million
Q1 2021 May 07, 2021	SELL	$125.65 - $157.65 $538,158 - $675,214	-4,283 Reduced 5.75%	70,157 $10.7 Million
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $4.26 Million - $5.61 Million	44,140 Added 145.68%	74,440 $9.46 Million
Q2 2020 Aug 05, 2020	BUY	$84.03 - $113.45 $2.55 Million - $3.44 Million	30,300 New	30,300 $2.85 Million
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $937,137 - $1.67 Million	-11,858 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$111.82 - $139.4 $5,031 - $6,273	45 Added 0.38%	11,858 $1.65 Million
Q1 2019 Apr 17, 2019	BUY	$97.11 - $107.19 $94,002 - $103,759	968 Added 8.93%	11,813 $1.2 Million
Q4 2018 Jan 31, 2019	BUY	$92.14 - $115.32 $814,978 - $1.02 Million	8,845 Added 442.25%	10,845 $1.06 Million
Q4 2017 Feb 02, 2018	BUY	$95.86 - $107.83 $191,720 - $215,660	2,000	2,000 $213,000

Others Institutions Holding JPM

# of Institutions

4,418

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 $593B
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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Harvey Capital Management Inc Jpmorgan Chase & CO Transaction History