J.P. Marvel Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

J.P. Marvel Investment Advisors, LLC

$607 Million
Q2 2024

A detailed history of J.P. Marvel Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, J.P. Marvel Investment Advisors, LLC holds 110,711 shares of JPM stock, worth $23.4 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares

110,711

Previous 110,749 0.03%

Holding current value

$23.4 Million

Previous $22.2 Million 0.94%

% of portfolio

3.69%

Previous 3.84%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$180.08 - $204.79 $6,843 - $7,782	-38 Reduced 0.03%	110,711 $22.4 Million
Q1 2024 May 08, 2024	SELL	$167.09 - $200.3 $2,840 - $3,405	-17 Reduced 0.02%	110,749 $22.2 Million
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $53,597 - $67,268	-395 Reduced 0.36%	110,766 $18.8 Million
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $55,321 - $63,120	-434 Reduced 0.39%	111,161 $16.2 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $10,117 - $11,647	-81 Reduced 0.07%	111,595 $14.5 Million
Q3 2022 Oct 24, 2022	SELL	$20.73 - $120.58 $1,969 - $11,455	-95 Reduced 0.08%	111,676 $11.7 Million
Q1 2022 May 12, 2022	SELL	$128.3 - $168.44 $15,396 - $20,212	-120 Reduced 0.11%	111,771 $15.2 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $12,315 - $13,742	-80 Reduced 0.07%	111,891 $17.7 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $24,984 - $28,386	-170 Reduced 0.15%	111,971 $18.3 Million
Q2 2021 Sep 09, 2021	BUY	$147.37 - $166.44 $33,895 - $38,281	230 Added 0.21%	112,141 $17.4 Million
Q1 2021 Sep 09, 2021	BUY	$125.65 - $157.65 $36,312 - $45,560	289 Added 0.26%	111,911 $17 Million
Q4 2020 Sep 09, 2021	BUY	$96.54 - $127.07 $12,067 - $15,883	125 Added 0.11%	111,622 $14.2 Million
Q3 2020 Sep 09, 2021	BUY	$91.28 - $103.82 $311,264 - $354,026	3,410 Added 3.15%	111,497 $10.7 Million
Q2 2020 Sep 09, 2021	SELL	$84.03 - $113.45 $1.93 Million - $2.6 Million	-22,956 Reduced 17.52%	108,087 $10.2 Million
Q1 2020 Sep 09, 2021	SELL	$79.03 - $141.09 $48,208 - $86,064	-610 Reduced 0.46%	131,043 $11.8 Million
Q4 2019 Sep 09, 2021	BUY	$111.82 - $139.4 $14.7 Million - $18.4 Million	131,653 New	131,653 $18.4 Million
Q3 2019 Nov 20, 2019	SELL	$104.8 - $120.23 $73,779 - $84,641	-704 Reduced 0.53%	132,018 $15.5 Million
Q1 2019 May 16, 2019	SELL	$97.11 - $107.19 $34,959 - $38,588	-360 Reduced 0.27%	132,722 $13.4 Million
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $12.4 Million - $15.5 Million	-134,077 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	$103.24 - $114.29 $214,016 - $236,923	-2,073 Reduced 1.52%	134,077 $14 Million
Q1 2018 May 16, 2018	SELL	$107.01 - $118.77 $274,480 - $304,645	-2,565 Reduced 1.85%	136,150 $15 Million
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $97,681 - $109,878	-1,019 Reduced 0.73%	138,715 $14.8 Million
Q3 2017 Nov 13, 2017	SELL	$88.42 - $95.51 $210,970 - $227,886	-2,386 Reduced 1.68%	139,734 $13.3 Million
Q2 2017 Aug 24, 2017	BUY	N/A	142,120	142,120 $13 Million

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $620B
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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J.P. Marvel Investment Advisors, LLC Jpmorgan Chase & CO Transaction History