Howe & Rusling Inc Jpmorgan Chase & CO Transaction History

Howe & Rusling Inc

$1.16 Billion
Q3 2024

A detailed history of Howe & Rusling Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Howe & Rusling Inc holds 202,861 shares of JPM stock, worth $48.5 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares

202,861

Previous 194,152 4.49%

Holding current value

$48.5 Million

Previous $39.3 Million 8.89%

% of portfolio

3.69%

Previous 3.6%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$194.9 - $224.8 $1.7 Million - $1.96 Million	8,709 Added 4.49%	202,861 $42.8 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $804,057 - $914,387	4,465 Added 2.35%	194,152 $39.3 Million
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $497,426 - $596,293	-2,977 Reduced 1.55%	189,687 $38 Million
Q4 2023 Feb 05, 2024	SELL	$135.69 - $170.3 $24,831 - $31,164	-183 Reduced 0.09%	192,664 $32.8 Million
Q3 2023 Nov 08, 2023	SELL	$143.21 - $158.0 $3,580 - $3,950	-25 Reduced 0.01%	192,847 $28 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $44,741 - $51,049	-351 Reduced 0.18%	192,872 $28.1 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $2.42 Million - $2.78 Million	19,354 Added 11.13%	193,223 $25.2 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $869,107 - $1.17 Million	8,524 Added 5.16%	173,869 $23.3 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $41,128 - $239,230	1,984 Added 1.21%	165,345 $17.3 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $1.09 Million - $1.32 Million	-9,703 Reduced 5.61%	163,361 $18.4 Million
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $338,968 - $445,018	-2,642 Reduced 1.5%	173,064 $23.6 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $641,775 - $716,150	4,169 Added 2.43%	175,706 $27.8 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $874,324 - $993,364	5,949 Added 3.59%	171,537 $28.1 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $682,617 - $770,950	4,632 Added 2.88%	165,588 $25.8 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $575,351 - $721,879	-4,579 Reduced 2.77%	160,956 $24.5 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $308,445 - $405,988	-3,195 Reduced 1.89%	165,535 $21 Million
Q3 2020 Nov 06, 2020	SELL	$91.28 - $103.82 $602,630 - $685,419	-6,602 Reduced 3.77%	168,730 $16.2 Million
Q2 2020 Jul 15, 2020	BUY	$84.03 - $113.45 $212,932 - $287,482	2,534 Added 1.47%	175,332 $16.5 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $5.13 Million - $9.16 Million	64,956 Added 60.23%	172,798 $15.6 Million
Q4 2019 Feb 05, 2020	SELL	$111.82 - $139.4 $587,278 - $732,128	-5,252 Reduced 4.64%	107,842 $15 Million
Q3 2019 Oct 31, 2019	BUY	$104.8 - $120.23 $77,237 - $88,609	737 Added 0.66%	113,094 $13.3 Million
Q2 2019 Aug 12, 2019	SELL	$104.64 - $116.12 $3.37 Million - $3.74 Million	-32,185 Reduced 22.27%	112,357 $12.6 Million
Q1 2019 Apr 29, 2019	BUY	$97.11 - $107.19 $68,268 - $75,354	703 Added 0.49%	144,542 $14.6 Million
Q4 2018 Feb 04, 2019	SELL	$92.14 - $115.32 $452,868 - $566,797	-4,915 Reduced 3.3%	143,839 $14 Million
Q3 2018 Nov 07, 2018	BUY	$103.61 - $118.63 $24,866 - $28,471	240 Added 0.16%	148,754 $16.8 Million
Q2 2018 Jul 31, 2018	BUY	$103.24 - $114.29 $3.64 Million - $4.03 Million	35,274 Added 31.15%	148,514 $15.5 Million
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $249,333 - $276,734	-2,330 Reduced 2.02%	113,240 $12.5 Million
Q4 2017 Jan 24, 2018	SELL	$95.86 - $107.83 $173,794 - $195,495	-1,813 Reduced 1.54%	115,570 $12.4 Million
Q3 2017 Oct 18, 2017	BUY	$88.42 - $95.51 $10.4 Million - $11.2 Million	117,383	117,383 $11.2 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 ...

More about JPM

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