Horan Securities, Inc. Jpmorgan Chase & CO Transaction History

Horan Securities, Inc.

$212 Million
Q1 2024

A detailed history of Horan Securities, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Horan Securities, Inc. holds 5,225 shares of JPM stock, worth $1.06 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

5,225

Previous 5,238 0.25%

Holding current value

$1.06 Million

Previous $890,000 17.53%

% of portfolio

0.49%

Previous 0.45%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$167.09 - $200.3 $2,172 - $2,603	-13 Reduced 0.25%	5,225 $1.05 Million
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $1,492 - $1,873	11 Added 0.21%	5,238 $890,000
Q3 2023 Nov 01, 2023	SELL	$143.21 - $158.0 $5,441 - $6,004	-38 Reduced 0.72%	5,227 $758,000
Q2 2023 Jul 27, 2023	BUY	$127.47 - $145.44 $199,872 - $228,049	1,568 Added 42.41%	5,265 $765,000
Q1 2023 Apr 18, 2023	BUY	$124.91 - $143.8 $18,611 - $21,426	149 Added 4.2%	3,697 $481,000

Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $17,231 - $23,294	169 Added 5.0%	3,548 $0
Q3 2022 Oct 12, 2022	BUY	$20.73 - $120.58 $6,654 - $38,706	321 Added 10.5%	3,379 $353,000
Q2 2022 Jul 19, 2022	BUY	$112.61 - $135.91 $27,476 - $33,162	244 Added 8.67%	3,058 $345,000
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $37,078 - $48,679	289 Added 11.45%	2,814 $384,000
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $100,830 - $112,515	655 Added 35.03%	2,525 $400,000
Q2 2021 Aug 05, 2021	BUY	$147.37 - $166.44 $95,643 - $108,019	649 Added 53.15%	1,870 $291,000
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $59,432 - $74,568	473 Added 63.24%	1,221 $186,000
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $18,535 - $24,397	192 Added 34.53%	748 $95,000
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $1,916 - $2,180	-21 Reduced 3.64%	556 $54,000
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $6,302 - $8,508	75 Added 14.94%	577 $54,000
Q1 2020 May 05, 2020	BUY	$79.03 - $141.09 $39,673 - $70,827	502 New	502 $45,000
Q4 2019 Feb 05, 2020	SELL	$111.82 - $139.4 $67,539 - $84,197	-604 Closed	0 $0
Q3 2019 Oct 21, 2019	SELL	$104.8 - $120.23 $6,392 - $7,334	-61 Reduced 9.17%	604 $71,000
Q2 2019 Jul 24, 2019	BUY	$104.64 - $116.12 $6,696 - $7,431	64 Added 10.65%	665 $74,000
Q1 2019 Apr 18, 2019	BUY	$97.11 - $107.19 $194 - $214	2 Added 0.33%	601 $61,000
Q4 2018 Jan 22, 2019	BUY	$92.14 - $115.32 $184 - $230	2 Added 0.34%	599 $60,000
Q3 2018 Oct 22, 2018	BUY	$103.61 - $118.63 $103 - $118	1 Added 0.17%	597 $64,000
Q2 2018 Jul 23, 2018	BUY	$103.24 - $114.29 $103 - $114	1 Added 0.17%	596 $66,000
Q1 2018 Apr 16, 2018	BUY	$107.01 - $118.77 $107 - $118	1 Added 0.17%	595 $66,000
Q4 2017 Jan 16, 2018	BUY	$95.86 - $107.83 $95 - $107	1 Added 0.17%	594 $67,000
Q3 2017 Oct 13, 2017	BUY	$88.42 - $95.51 $52,433 - $56,637	593	593 $57,000

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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Horan Securities, Inc. Jpmorgan Chase & CO Transaction History