Hotaling Investment Management, LLC Jpmorgan Chase & CO Transaction History

Hotaling Investment Management, LLC

$221 Million
Q4 2022

A detailed history of Hotaling Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hotaling Investment Management, LLC holds 19,887 shares of JPM stock, worth $4.07 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

19,887

Previous 7,424 167.87%

Holding current value

$4.07 Million

Previous $776,000 243.69%

% of portfolio

1.21%

Previous 0.37%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $1.27 Million - $1.72 Million	12,463 Added 167.87%	19,887 $2.67 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $10,116 - $58,843	-488 Reduced 6.17%	7,424 $776,000
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $51,687 - $62,382	459 Added 6.16%	7,912 $891,000
Q1 2022 Apr 22, 2022	BUY	$128.3 - $168.44 $16,550 - $21,728	129 Added 1.76%	7,453 $1.02 Million
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $94,673 - $105,644	615 Added 9.17%	7,324 $1.16 Million

Q3 2021 Oct 21, 2021	SELL	$146.97 - $166.98 $7,348 - $8,349	-50 Reduced 0.74%	6,709 $1.1 Million
Q2 2021 Aug 04, 2021	BUY	$147.37 - $166.44 $5,600 - $6,324	38 Added 0.57%	6,759 $1.05 Million
Q1 2021 May 11, 2021	BUY	$125.65 - $157.65 $6,031 - $7,567	48 Added 0.72%	6,721 $1.02 Million
Q4 2020 Jan 22, 2021	BUY	$96.54 - $127.07 $23,652 - $31,132	245 Added 3.81%	6,673 $848,000
Q3 2020 Nov 04, 2020	BUY	$91.28 - $103.82 $6,389 - $7,267	70 Added 1.1%	6,428 $619,000
Q2 2020 Jul 31, 2020	BUY	$84.03 - $113.45 $189,151 - $255,375	2,251 Added 54.81%	6,358 $598,000
Q1 2020 Apr 08, 2020	BUY	$79.03 - $141.09 $113,408 - $202,464	1,435 Added 53.71%	4,107 $370,000
Q3 2019 Oct 28, 2019	SELL	$104.8 - $120.23 $18,340 - $21,040	-175 Reduced 6.15%	2,672 $314,000
Q2 2019 Aug 08, 2019	SELL	$104.64 - $116.12 $36,937 - $40,990	-353 Reduced 11.03%	2,847 $318,000
Q1 2019 May 01, 2019	BUY	$97.11 - $107.19 $17,479 - $19,294	180 Added 5.96%	3,200 $324,000
Q4 2018 Jan 17, 2019	BUY	$92.14 - $115.32 $278,262 - $348,266	3,020 New	3,020 $295,000

Others Institutions Holding JPM

# of Institutions

4,422

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 $601B
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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Hotaling Investment Management, LLC Jpmorgan Chase & CO Transaction History