Kavar Capital Partners Group, LLC Jpmorgan Chase & CO Transaction History

Kavar Capital Partners Group, LLC

$590 Million
Q4 2024

A detailed history of Kavar Capital Partners Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 42,217 shares of JPM stock, worth $10.9 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

42,217

Previous 42,360 0.34%

Holding current value

$10.9 Million

Previous $8.93 Million 13.34%

% of portfolio

1.71%

Previous 1.42%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$205.18 - $250.29 $29,340 - $35,791	-143 Reduced 0.34%	42,217 $10.1 Million
Q3 2024 Oct 24, 2024	BUY	$194.9 - $224.8 $29,235 - $33,720	150 Added 0.36%	42,360 $8.93 Million
Q2 2024 Jul 19, 2024	SELL	$180.08 - $204.79 $16,207 - $18,431	-90 Reduced 0.21%	42,210 $8.54 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $6.87 Million - $8.23 Million	-41,090 Reduced 49.27%	42,300 $8.47 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $5.77 Million - $7.24 Million	42,542 Added 104.15%	83,390 $14.2 Million
Q3 2023 Nov 06, 2023	BUY	$143.21 - $158.0 $106,977 - $118,026	747 Added 1.86%	40,848 $5.92 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $265,010 - $302,369	2,079 Added 5.47%	40,101 $5.83 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $29,853 - $34,368	-239 Reduced 0.62%	38,022 $4.95 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $146,618 - $198,213	1,438 Added 3.91%	38,261 $5.13 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $40,319 - $234,528	1,945 Added 5.58%	36,823 $3.85 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $239,746 - $289,352	2,129 Added 6.5%	34,878 $3.93 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $182,699 - $239,858	1,424 Added 4.55%	32,749 $4.46 Million
Q4 2021 Jan 27, 2022	BUY	$153.94 - $171.78 $166,717 - $186,037	1,083 Added 3.58%	31,325 $4.96 Million
Q3 2021 Nov 01, 2021	BUY	$146.97 - $166.98 $98,763 - $112,210	672 Added 2.27%	30,242 $4.95 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $149,580 - $168,936	1,015 Added 3.55%	29,570 $4.6 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $37,192 - $46,664	296 Added 1.05%	28,555 $4.35 Million
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $2.73 Million - $3.59 Million	28,259 New	28,259 $3.59 Million

Others Institutions Holding JPM

# of Institutions

5,050

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

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 $755B
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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Kavar Capital Partners Group, LLC Jpmorgan Chase & CO Transaction History