A detailed history of Inter Ocean Capital Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Inter Ocean Capital Group, LLC holds 521,494 shares of JPM stock, worth $131 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
521,494
Previous 525,125 0.69%
Holding current value
$131 Million
Previous $89.3 Million 16.94%
% of portfolio
2.59%
Previous 2.48%

Shares

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

May 13, 2024

SELL
$167.09 - $200.3 $606,703 - $727,289
-3,631 Reduced 0.69%
521,494 $104 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $2.47 Million - $3.1 Million
18,185 Added 3.59%
525,125 $89.3 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $2.38 Million - $2.63 Million
16,645 Added 3.39%
506,940 $73.5 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $3.94 Million - $4.5 Million
30,920 Added 6.73%
490,295 $71.3 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $2.23 Million - $2.57 Million
17,867 Added 4.05%
459,375 $59.9 Million
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $1.13 Million - $1.52 Million
11,060 Added 2.57%
441,508 $59.2 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $222,764 - $1.3 Million
10,746 Added 2.56%
430,448 $45 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $5.05 Million - $6.09 Million
44,802 Added 11.95%
419,702 $47.3 Million
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $2.39 Million - $3.14 Million
18,629 Added 5.23%
374,900 $51.1 Million
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $2.16 Million - $2.41 Million
14,014 Added 4.09%
356,271 $56.4 Million
Q3 2021

Nov 08, 2021

BUY
$146.97 - $166.98 $3.37 Million - $3.83 Million
22,930 Added 7.18%
342,257 $56 Million
Q2 2021

Aug 09, 2021

SELL
$147.37 - $166.44 $2.2 Million - $2.48 Million
-14,909 Reduced 4.46%
319,327 $49.7 Million
Q1 2021

May 12, 2021

SELL
$125.65 - $157.65 $414,268 - $519,772
-3,297 Reduced 0.98%
334,236 $50.9 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $32.6 Million - $42.9 Million
337,533 New
337,533 $42.9 Million

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 $738B
  • 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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