Institutional & Family Asset Management, LLC Jpmorgan Chase & CO Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 36,563 shares of JPM stock, worth $9.13 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

36,563

Previous 37,067 1.36%

Holding current value

$9.13 Million

Previous $7.42 Million 0.39%

% of portfolio

0.87%

Previous 0.9%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 05, 2024	SELL	$180.08 - $204.79 $90,760 - $103,214	-504 Reduced 1.36%	36,563 $7.4 Million
Q1 2024 May 08, 2024	SELL	$167.09 - $200.3 $818,573 - $981,269	-4,899 Reduced 11.67%	37,067 $7.42 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $401,778 - $504,258	-2,961 Reduced 6.59%	41,966 $7.14 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $41,817 - $46,136	-292 Reduced 0.65%	44,927 $6.52 Million
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $666,285 - $760,214	-5,227 Reduced 10.36%	45,219 $6.58 Million
Q1 2023 May 08, 2023	BUY	$124.91 - $143.8 $138,775 - $159,761	1,111 Added 2.25%	50,446 $6.57 Million
Q4 2022 Feb 08, 2023	SELL	$101.96 - $137.84 $41,089 - $55,549	-403 Reduced 0.81%	49,335 $6.62 Million
Q3 2022 Nov 07, 2022	BUY	$20.73 - $120.58 $227,864 - $1.33 Million	10,992 Added 28.37%	49,738 $5.2 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $208,778 - $251,977	1,854 Added 5.03%	38,746 $4.36 Million
Q1 2022 May 11, 2022	BUY	$128.3 - $168.44 $39,388 - $51,711	307 Added 0.84%	36,892 $5.03 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $20,627 - $23,018	134 Added 0.37%	36,585 $5.79 Million
Q3 2021 Nov 10, 2021	BUY	$146.97 - $166.98 $103,613 - $117,720	705 Added 1.97%	36,451 $5.97 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $336,887 - $380,481	2,286 Added 6.83%	35,746 $5.56 Million
Q1 2021 May 06, 2021	SELL	$125.65 - $157.65 $96,499 - $121,075	-768 Reduced 2.24%	33,460 $5.09 Million
Q4 2020 Feb 03, 2021	SELL	$96.54 - $127.07 $404,406 - $532,296	-4,189 Reduced 10.9%	34,228 $4.35 Million
Q3 2020 Oct 30, 2020	SELL	$91.28 - $103.82 $440,517 - $501,035	-4,826 Reduced 11.16%	38,417 $3.7 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $35,628 - $48,102	424 Added 0.99%	43,243 $4.07 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $617,777 - $1.1 Million	7,817 Added 22.33%	42,819 $3.86 Million
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $581,687 - $725,158	-5,202 Reduced 12.94%	35,002 $4.88 Million
Q3 2019 Nov 14, 2019	SELL	$104.8 - $120.23 $14,462 - $16,591	-138 Reduced 0.34%	40,204 $4.73 Million
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $143,984 - $159,781	-1,376 Reduced 3.3%	40,342 $4.51 Million
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $28,744 - $31,728	296 Added 0.71%	41,718 $4.22 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $83,478 - $104,479	-906 Reduced 2.14%	41,422 $4.04 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $7,045 - $8,066	-68 Reduced 0.16%	42,328 $4.78 Million
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $106,337 - $117,718	1,030 Added 2.49%	42,396 $4.42 Million
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $1.3 Million - $1.45 Million	-12,179 Reduced 22.75%	41,366 $4.55 Million
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $394,463 - $443,720	-4,115 Reduced 7.14%	53,545 $5.73 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $85,325 - $92,167	965 Added 1.7%	57,660 $5.51 Million
Q2 2017 Aug 14, 2017	BUY	N/A	56,695	56,695 $5.18 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
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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Institutional & Family Asset Management, LLC Jpmorgan Chase & CO Transaction History