A detailed history of Interchange Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Interchange Capital Partners, LLC holds 3,203 shares of JPM stock, worth $668,882. This represents 0.44% of its overall portfolio holdings.

Number of Shares
3,203
Previous 2,176 47.2%
Holding current value
$668,882
Previous $370,000 73.24%
% of portfolio
0.44%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $171,601 - $205,708
1,027 Added 47.2%
3,203 $641,000
Q4 2023

Jan 09, 2024

SELL
$135.69 - $170.3 $94,440 - $118,528
-696 Reduced 24.23%
2,176 $370,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $141,921 - $156,578
991 Added 52.68%
2,872 $416,000
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $458,382 - $523,002
-3,596 Reduced 65.66%
1,881 $273,000
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $684,132 - $787,592
5,477 New
5,477 $713,000
Q4 2021

Feb 04, 2022

SELL
$153.94 - $171.78 $764,927 - $853,574
-4,969 Closed
0 $0
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $104,348 - $118,555
-710 Reduced 12.5%
4,969 $813,000
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $192,759 - $217,703
-1,308 Reduced 18.72%
5,679 $883,000
Q1 2021

May 05, 2021

BUY
$125.65 - $157.65 $117,482 - $147,402
935 Added 15.45%
6,987 $1.17 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $584,260 - $769,027
6,052 New
6,052 $769,000

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 $613B
  • 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
Track This Portfolio

Track Interchange Capital Partners, LLC Portfolio

Follow Interchange Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Interchange Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Interchange Capital Partners, LLC with notifications on news.