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

Kavar Capital Partners Group, LLC

$630 Million
Q3 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 42,360 shares of JPM stock, worth $9.76 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

42,360

Previous 42,210 0.36%

Holding current value

$9.76 Million

Previous $8.54 Million 4.58%

% of portfolio

1.42%

Previous 1.54%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,617

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $676B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kavar Capital Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kavar Capital Partners Group, LLC with notifications on news.

Account

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