A detailed history of Hms Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hms Capital Management, LLC holds 11,726 shares of JPM stock, worth $2.91 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
11,726
Previous 11,597 1.11%
Holding current value
$2.91 Million
Previous $2.35 Million 5.37%
% of portfolio
1.22%
Previous 1.23%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $25,142 - $28,999
129 Added 1.11%
11,726 $2.47 Million
Q2 2024

Jul 24, 2024

BUY
$180.08 - $204.79 $165,673 - $188,406
920 Added 8.62%
11,597 $2.35 Million
Q1 2024

Apr 24, 2024

SELL
$167.09 - $200.3 $92,567 - $110,966
-554 Reduced 4.93%
10,677 $2.14 Million
Q4 2023

Jan 17, 2024

SELL
$135.69 - $170.3 $32,836 - $41,212
-242 Reduced 2.11%
11,231 $1.91 Million
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $66,306 - $73,154
-463 Reduced 3.88%
11,473 $1.66 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $29,445 - $33,596
-231 Reduced 1.9%
11,936 $1.74 Million
Q1 2023

Apr 13, 2023

BUY
$124.91 - $143.8 $269,555 - $310,320
2,158 Added 21.56%
12,167 $1.59 Million
Q4 2022

Jan 23, 2023

BUY
$101.96 - $137.84 $143,253 - $193,665
1,405 Added 16.33%
10,009 $0
Q3 2022

Oct 12, 2022

SELL
$20.73 - $120.58 $4,913 - $28,577
-237 Reduced 2.68%
8,604 $899,000
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $154,163 - $186,060
1,369 Added 18.32%
8,841 $996,000
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $27,841 - $36,551
217 Added 2.99%
7,472 $1.02 Million
Q4 2021

Feb 03, 2022

BUY
$153.94 - $171.78 $12,161 - $13,570
79 Added 1.1%
7,255 $1.15 Million
Q3 2021

Nov 02, 2021

BUY
$146.97 - $166.98 $143,442 - $162,972
976 Added 15.74%
7,176 $1.18 Million
Q2 2021

Jul 13, 2021

BUY
$147.37 - $166.44 $86,653 - $97,866
588 Added 10.48%
6,200 $964,000
Q1 2021

Apr 12, 2021

SELL
$125.65 - $157.65 $58,301 - $73,149
-464 Reduced 7.64%
5,612 $854,000
Q4 2020

Jan 29, 2021

SELL
$96.54 - $127.07 $58,310 - $76,750
-604 Reduced 9.04%
6,076 $772,000
Q3 2020

Oct 20, 2020

BUY
$91.28 - $103.82 $38,611 - $43,915
423 Added 6.76%
6,680 $643,000
Q2 2020

Jul 31, 2020

BUY
$84.03 - $113.45 $129,910 - $175,393
1,546 Added 32.82%
6,257 $589,000
Q1 2020

Apr 27, 2020

SELL
$79.03 - $141.09 $383,848 - $685,274
-4,857 Reduced 50.76%
4,711 $424,000
Q4 2019

Jan 29, 2020

BUY
$111.82 - $139.4 $13,865 - $17,285
124 Added 1.31%
9,568 $1.33 Million
Q3 2019

Oct 15, 2019

SELL
$104.8 - $120.23 $18,759 - $21,521
-179 Reduced 1.86%
9,444 $1.11 Million
Q2 2019

Jul 12, 2019

SELL
$104.64 - $116.12 $67,283 - $74,665
-643 Reduced 6.26%
9,623 $1.08 Million
Q1 2019

Apr 24, 2019

BUY
$97.11 - $107.19 $128,282 - $141,597
1,321 Added 14.77%
10,266 $1.04 Million
Q4 2018

Jan 14, 2019

SELL
$92.14 - $115.32 $104,486 - $130,772
-1,134 Reduced 11.25%
8,945 $873,000
Q3 2018

Nov 02, 2018

BUY
$103.61 - $118.63 $97,600 - $111,749
942 Added 10.31%
10,079 $1.14 Million
Q2 2018

Aug 06, 2018

BUY
$103.24 - $114.29 $748,283 - $828,373
7,248 Added 383.7%
9,137 $952,000
Q1 2018

May 08, 2018

BUY
$107.01 - $118.77 $202,141 - $224,356
1,889 New
1,889 $208,000

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 $729B
  • 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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