Karpas Strategies, LLC Jpmorgan Chase & CO Transaction History

Karpas Strategies, LLC

$264 Million
Q1 2024

A detailed history of Karpas Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Karpas Strategies, LLC holds 18,669 shares of JPM stock, worth $3.9 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

18,669

Previous 18,631 0.2%

Holding current value

$3.9 Million

Previous $3.17 Million 17.99%

% of portfolio

1.42%

Previous 1.28%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$167.09 - $200.3 $6,349 - $7,611	38 Added 0.2%	18,669 $3.74 Million
Q4 2023 Feb 07, 2024	SELL	$135.69 - $170.3 $196,479 - $246,594	-1,448 Reduced 7.21%	18,631 $3.17 Million
Q3 2023 Nov 09, 2023	SELL	$143.21 - $158.0 $177,866 - $196,236	-1,242 Reduced 5.83%	20,079 $2.91 Million
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $18,483 - $21,088	-145 Reduced 0.68%	21,321 $3.1 Million
Q1 2023 May 02, 2023	SELL	$124.91 - $143.8 $17,737 - $20,419	-142 Reduced 0.66%	21,466 $2.8 Million

Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $7,239 - $9,786	71 Added 0.33%	21,608 $2.9 Million
Q3 2022 Oct 28, 2022	BUY	$20.73 - $120.58 $1,658 - $9,646	80 Added 0.37%	21,537 $2.25 Million
Q2 2022 Jul 19, 2022	BUY	$112.61 - $135.91 $30,179 - $36,423	268 Added 1.26%	21,457 $2.42 Million
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $59,274 - $77,819	462 Added 2.23%	21,189 $2.89 Million
Q4 2021 Feb 07, 2022	BUY	$153.94 - $171.78 $857,445 - $956,814	5,570 Added 36.75%	20,727 $3.28 Million
Q3 2021 Nov 04, 2021	BUY	$146.97 - $166.98 $5,290 - $6,011	36 Added 0.24%	15,157 $2.58 Million
Q2 2021 Jul 28, 2021	BUY	$147.37 - $166.44 $2,505 - $2,829	17 Added 0.11%	15,121 $2.35 Million
Q1 2021 May 05, 2021	SELL	$125.65 - $157.65 $47,621 - $59,749	-379 Reduced 2.45%	15,104 $2.3 Million
Q4 2020 Jan 27, 2021	BUY	$96.54 - $127.07 $2,413 - $3,176	25 Added 0.16%	15,483 $1.97 Million
Q3 2020 Oct 30, 2020	BUY	$91.28 - $103.82 $2,555 - $2,906	28 Added 0.18%	15,458 $1.49 Million
Q2 2020 Aug 04, 2020	BUY	$84.03 - $113.45 $2,352 - $3,176	28 Added 0.18%	15,430 $1.45 Million
Q1 2020 Apr 22, 2020	BUY	$79.03 - $141.09 $1,501 - $2,680	19 Added 0.12%	15,402 $1.39 Million
Q4 2019 Jan 23, 2020	BUY	$111.82 - $139.4 $2,348 - $2,927	21 Added 0.14%	15,383 $2.14 Million
Q3 2019 Oct 22, 2019	BUY	$104.8 - $120.23 $1,991 - $2,284	19 Added 0.12%	15,362 $1.81 Million
Q2 2019 Jul 25, 2019	BUY	$104.64 - $116.12 $2,092 - $2,322	20 Added 0.13%	15,343 $1.72 Million
Q1 2019 Apr 18, 2019	SELL	$97.11 - $107.19 $5,438 - $6,002	-56 Reduced 0.36%	15,323 $1.55 Million
Q4 2018 Jan 23, 2019	BUY	$92.14 - $115.32 $1,934 - $2,421	21 Added 0.14%	15,379 $1.5 Million
Q3 2018 Oct 23, 2018	BUY	$103.61 - $118.63 $1,346 - $1,542	13 Added 0.08%	15,358 $1.73 Million
Q2 2018 Jul 25, 2018	BUY	$103.24 - $114.29 $1,548 - $1,714	15 Added 0.1%	15,345 $1.6 Million
Q1 2018 May 08, 2018	SELL	$107.01 - $118.77 $9,309 - $10,332	-87 Reduced 0.56%	15,330 $1.69 Million
Q4 2017 Jan 24, 2018	BUY	$95.86 - $107.83 $1,437 - $1,617	15 Added 0.1%	15,417 $1.65 Million
Q3 2017 Nov 08, 2017	BUY	$88.42 - $95.51 $1.36 Million - $1.47 Million	15,402	15,402 $1.47 Million

Others Institutions Holding JPM

# of Institutions

4,422

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $612B
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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Karpas Strategies, LLC Jpmorgan Chase & CO Transaction History