Hixon Zuercher, LLC Jpmorgan Chase & CO Transaction History

Hixon Zuercher, LLC

$237 Million
Q2 2024

A detailed history of Hixon Zuercher, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hixon Zuercher, LLC holds 40,695 shares of JPM stock, worth $8.6 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

40,695

Previous 45,917 11.37%

Holding current value

$8.6 Million

Previous $9.2 Million 10.51%

% of portfolio

3.47%

Previous 3.9%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$180.08 - $204.79 $940,377 - $1.07 Million	-5,222 Reduced 11.37%	40,695 $8.23 Million
Q1 2024 Apr 30, 2024	BUY	$167.09 - $200.3 $74,020 - $88,732	443 Added 0.97%	45,917 $9.2 Million
Q4 2023 Jan 12, 2024	BUY	$135.69 - $170.3 $19,946 - $25,034	147 Added 0.32%	45,474 $7.74 Million
Q3 2023 Oct 25, 2023	BUY	$143.21 - $158.0 $331,101 - $365,296	2,312 Added 5.37%	45,327 $6.57 Million
Q2 2023 Jul 17, 2023	BUY	$127.47 - $145.44 $134,480 - $153,439	1,055 Added 2.51%	43,015 $6.26 Million
Q1 2023 Apr 18, 2023	BUY	$124.91 - $143.8 $959,808 - $1.1 Million	7,684 Added 22.42%	41,960 $5.47 Million
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $26,917 - $36,389	264 Added 0.78%	34,276 $0
Q3 2022 Oct 26, 2022	BUY	$20.73 - $120.58 $58,417 - $339,794	2,818 Added 9.03%	34,012 $3.55 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $114,749 - $138,492	1,019 Added 3.38%	31,194 $3.51 Million
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $277,256 - $363,998	2,161 Added 7.71%	30,175 $4.11 Million
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $187,806 - $209,571	1,220 Added 4.55%	28,014 $4.44 Million
Q3 2021 Oct 13, 2021	BUY	$146.97 - $166.98 $162,107 - $184,178	1,103 Added 4.29%	26,794 $4.39 Million
Q2 2021 Oct 13, 2021	BUY	$147.37 - $166.44 $2.08 Million - $2.35 Million	14,139 Added 122.39%	25,691 $4 Million
Q1 2021 Oct 13, 2021	BUY	$125.65 - $157.65 $342,270 - $429,438	2,724 Added 30.86%	11,552 $1.76 Million
Q4 2020 Oct 13, 2021	SELL	$96.54 - $127.07 $12,357 - $16,264	-128 Reduced 1.43%	8,828 $1.12 Million
Q3 2020 Oct 13, 2021	BUY	$91.28 - $103.82 $18,073 - $20,556	198 Added 2.26%	8,956 $862,000
Q2 2020 Oct 13, 2021	BUY	$84.03 - $113.45 $487,458 - $658,123	5,801 Added 196.18%	8,758 $824,000
Q1 2020 Oct 13, 2021	SELL	$79.03 - $141.09 $1.64 Million - $2.94 Million	-20,805 Reduced 87.56%	2,957 $266,000
Q4 2019 Oct 13, 2021	BUY	$111.82 - $139.4 $2.66 Million - $3.31 Million	23,762 New	23,762 $3.31 Million

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $620B
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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Hixon Zuercher, LLC Jpmorgan Chase & CO Transaction History