Hobart Private Capital, LLC Jpmorgan Chase & CO Transaction History

Hobart Private Capital, LLC

$391 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Mar 11, 2024	SELL	$153.94 - $171.78 $701,658 - $782,973	-4,558 Closed	0 $0
Q3 2021 Mar 11, 2024	SELL	$146.97 - $166.98 $39,828 - $45,251	-271 Reduced 5.61%	4,558 $746 Million
Q2 2021 Mar 11, 2024	SELL	$147.37 - $166.44 $66,169 - $74,731	-449 Reduced 8.51%	4,829 $751 Million
Q1 2021 Mar 11, 2024	BUY	$125.65 - $157.65 $663,180 - $832,076	5,278 New	5,278 $803 Million
Q4 2020 Mar 11, 2024	SELL	$96.54 - $127.07 $3,861 - $5,082	-40 Reduced 0.57%	7,013 $891 Million
Q3 2020 Mar 11, 2024	BUY	$91.28 - $103.82 $212,682 - $241,900	2,330 Added 49.33%	7,053 $679 Million
Q2 2020 Mar 11, 2024	BUY	$84.03 - $113.45 $58,736 - $79,301	699 Added 17.37%	4,723 $444 Million
Q1 2020 Mar 11, 2024	BUY	$79.03 - $141.09 $41,964 - $74,918	531 Added 15.2%	4,024 $362 Million
Q4 2019 Mar 11, 2024	BUY	$111.82 - $139.4 $390,587 - $486,924	3,493 New	3,493 $487 Million
Q3 2019 Mar 11, 2024	BUY	$104.8 - $120.23 $17,396 - $19,958	166 Added 5.74%	3,059 $360 Million
Q2 2019 Mar 11, 2024	BUY	$104.64 - $116.12 $37,251 - $41,338	356 Added 14.03%	2,893 $323 Million
Q1 2019 Mar 11, 2024	BUY	$97.11 - $107.19 $13,983 - $15,435	144 Added 6.02%	2,537 $257 Million
Q4 2018 Mar 11, 2024	BUY	$92.14 - $115.32 $33,170 - $41,515	360 Added 17.71%	2,393 $234 Million
Q3 2018 Mar 11, 2024	SELL	$103.61 - $118.63 $210,949 - $241,530	-2,036 Reduced 50.04%	2,033 $229 Million
Q2 2018 Mar 11, 2024	BUY	$103.24 - $114.29 $15,486 - $17,143	150 Added 3.83%	4,069 $424 Million
Q1 2018 Mar 11, 2024	BUY	$107.01 - $118.77 $419,372 - $465,459	3,919 New	3,919 $431 Million
Q4 2017 Mar 11, 2024	BUY	$95.86 - $107.83 $394,559 - $443,828	4,116	4,116 $440 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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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 $697B
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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