Horan Capital Advisors, Llc. Jpmorgan Chase & CO Transaction History

Horan Capital Advisors, Llc.

$298 Million
Q3 2024

A detailed history of Horan Capital Advisors, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Horan Capital Advisors, Llc. holds 34,345 shares of JPM stock, worth $8.22 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

34,345

Previous 34,908 1.61%

Holding current value

$8.22 Million

Previous $7.06 Million 2.54%

% of portfolio

2.43%

Previous 2.5%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$194.9 - $224.8 $109,728 - $126,562	-563 Reduced 1.61%	34,345 $7.24 Million
Q2 2024 Aug 06, 2024	SELL	$180.08 - $204.79 $46,460 - $52,835	-258 Reduced 0.73%	34,908 $7.06 Million
Q1 2024 May 01, 2024	SELL	$167.09 - $200.3 $53,134 - $63,695	-318 Reduced 0.9%	35,166 $7.04 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $113,979 - $143,052	-840 Reduced 2.31%	35,484 $6.04 Million
Q3 2023 Nov 01, 2023	SELL	$143.21 - $158.0 $171,279 - $188,968	-1,196 Reduced 3.19%	36,324 $5.27 Million
Q2 2023 Aug 01, 2023	BUY	$127.47 - $145.44 $17,845 - $20,361	140 Added 0.37%	37,520 $5.46 Million
Q1 2023 May 01, 2023	BUY	$124.91 - $143.8 $75,570 - $86,999	605 Added 1.65%	37,380 $4.87 Million
Q4 2022 Feb 07, 2023	SELL	$101.96 - $137.84 $100,634 - $136,048	-987 Reduced 2.61%	36,775 $4.93 Million
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $13,495 - $78,497	651 Added 1.75%	37,762 $3.95 Million
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $14,526 - $17,532	129 Added 0.35%	37,111 $4.18 Million
Q1 2022 May 03, 2022	BUY	$128.3 - $168.44 $404,016 - $530,417	3,149 Added 9.31%	36,982 $5.04 Million
Q4 2021 Feb 01, 2022	BUY	$153.94 - $171.78 $138,699 - $154,773	901 Added 2.74%	33,833 $5.36 Million
Q3 2021 Nov 08, 2021	BUY	$146.97 - $166.98 $184,888 - $210,060	1,258 Added 3.97%	32,932 $5.39 Million
Q2 2021 Aug 05, 2021	SELL	$147.37 - $166.44 $1.26 Million - $1.42 Million	-8,519 Reduced 21.2%	31,674 $4.93 Million
Q1 2021 May 05, 2021	SELL	$125.65 - $157.65 $30,030 - $37,678	-239 Reduced 0.59%	40,193 $6.12 Million
Q4 2020 Feb 02, 2021	BUY	$96.54 - $127.07 $117,296 - $154,390	1,215 Added 3.1%	40,432 $5.14 Million
Q3 2020 Nov 04, 2020	BUY	$91.28 - $103.82 $78,318 - $89,077	858 Added 2.24%	39,217 $3.78 Million
Q2 2020 Aug 03, 2020	BUY	$84.03 - $113.45 $61,762 - $83,385	735 Added 1.95%	38,359 $3.61 Million
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $14,541 - $25,960	-184 Reduced 0.49%	37,624 $3.39 Million
Q4 2019 Feb 05, 2020	SELL	$111.82 - $139.4 $164,039 - $204,499	-1,467 Reduced 3.74%	37,808 $5.27 Million
Q3 2019 Oct 22, 2019	BUY	$104.8 - $120.23 $10,689 - $12,263	102 Added 0.26%	39,275 $4.62 Million
Q2 2019 Jul 26, 2019	SELL	$104.64 - $116.12 $127,242 - $141,201	-1,216 Reduced 3.01%	39,173 $4.38 Million
Q1 2019 Apr 22, 2019	SELL	$97.11 - $107.19 $477,489 - $527,053	-4,917 Reduced 10.85%	40,389 $4.09 Million
Q4 2018 Feb 04, 2019	BUY	$92.14 - $115.32 $117,109 - $146,571	1,271 Added 2.89%	45,306 $4.42 Million
Q3 2018 Nov 02, 2018	SELL	$103.61 - $118.63 $101,537 - $116,257	-980 Reduced 2.18%	44,035 $4.97 Million
Q2 2018 Sep 13, 2018	BUY	$103.24 - $114.29 $4.59 Million - $5.08 Million	44,419 Added 7452.85%	45,015 $4.69 Million
Q2 2018 Jul 31, 2018	SELL	$103.24 - $114.29 $4.55 Million - $5.04 Million	-44,079 Reduced 98.67%	596 $66,000
Q1 2018 Apr 23, 2018	BUY	$107.01 - $118.77 $78,224 - $86,820	731 Added 1.66%	44,675 $4.91 Million
Q4 2017 Feb 06, 2018	SELL	$95.86 - $107.83 $199,484 - $224,394	-2,081 Reduced 4.52%	43,944 $4.7 Million
Q3 2017 Nov 08, 2017	BUY	$88.42 - $95.51 $4.07 Million - $4.4 Million	46,025	46,025 $4.4 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $702B
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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Horan Capital Advisors, Llc. Jpmorgan Chase & CO Transaction History