Jacobs Levy Equity Management, Inc Jpmorgan Chase & CO Transaction History

Jacobs Levy Equity Management, Inc

$24.7 Billion
Q3 2024

A detailed history of Jacobs Levy Equity Management, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jacobs Levy Equity Management, Inc holds 42,511 shares of JPM stock, worth $10.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

42,511

Previous 37,359 13.79%

Holding current value

$10.3 Million

Previous $7.56 Million 18.58%

% of portfolio

0.04%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $1 Million - $1.16 Million	5,152 Added 13.79%	42,511 $8.96 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $5.58 Million - $6.35 Million	30,985 Added 486.12%	37,359 $7.56 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $262,164 - $314,270	1,569 Added 32.65%	6,374 $1.28 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $33,651 - $42,234	248 Added 5.44%	4,805 $817,000
Q3 2023 Nov 16, 2023	BUY	$143.21 - $158.0 $108,839 - $120,080	760 Added 20.02%	4,557 $660,000
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $261,823 - $298,733	2,054 Added 117.84%	3,797 $552,000
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $224,962 - $258,983	-1,801 Reduced 50.82%	1,743 $227,000
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $361,346 - $488,504	3,544 New	3,544 $475,000
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $646,606 - $780,395	-5,742 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $295,603 - $388,085	-2,304 Reduced 28.64%	5,742 $783,000
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $860,832 - $960,593	-5,592 Reduced 41.0%	8,046 $1.27 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $313,193 - $355,834	2,131 Added 18.52%	13,638 $2.23 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $617,038 - $696,884	-4,187 Reduced 26.68%	11,507 $1.79 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $1.09 Million - $1.37 Million	8,670 Added 123.43%	15,694 $2.39 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $443,311 - $583,505	4,592 Added 188.82%	7,024 $893,000
Q3 2020 Nov 16, 2020	SELL	$91.28 - $103.82 $572,416 - $651,055	-6,271 Reduced 72.06%	2,432 $234,000
Q2 2020 Aug 17, 2020	SELL	$84.03 - $113.45 $341,581 - $461,174	-4,065 Reduced 31.84%	8,703 $819,000
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $568,778 - $1.02 Million	-7,197 Reduced 36.05%	12,768 $1.15 Million
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $168,848 - $210,494	-1,510 Reduced 7.03%	19,965 $2.78 Million
Q3 2019 Nov 14, 2019	SELL	$104.8 - $120.23 $1.32 Million - $1.52 Million	-12,619 Reduced 37.01%	21,475 $2.53 Million
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $14.2 Million - $15.8 Million	-135,686 Reduced 79.92%	34,094 $3.81 Million
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $412,717 - $455,557	-4,250 Reduced 2.44%	169,780 $17.2 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $4.41 Million - $5.52 Million	-47,830 Reduced 21.56%	174,030 $17 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $19.2 Million - $21.9 Million	-184,979 Reduced 45.47%	221,860 $25 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $7.32 Million - $8.1 Million	70,870 Added 21.09%	406,839 $42.4 Million
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $13.8 Million - $15.3 Million	128,700 Added 62.09%	335,969 $36.9 Million
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $43,137 - $48,523	-450 Reduced 0.22%	207,269 $22.2 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $1.63 Million - $1.76 Million	18,399 Added 9.72%	207,719 $19.8 Million
Q2 2017 Nov 09, 2017	BUY	N/A	189,320	189,320 $17.3 Million

Others Institutions Holding JPM

# of Institutions

4,600

Shares Held

1.96B

Call Options Held

27.1M

Put Options Held

34.1M

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 $709B
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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Jacobs Levy Equity Management, Inc Jpmorgan Chase & CO Transaction History