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 $4.37 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
19,887
Previous 7,424 167.87%
Holding current value
$4.37 Million
Previous $776,000 243.69%
% of portfolio
1.21%
Previous 0.37%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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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