Kayne Anderson Rudnick Investment Management LLC Jpmorgan Chase & CO Transaction History

Kayne Anderson Rudnick Investment Management LLC

$43.7 Billion
Q3 2024

A detailed history of Kayne Anderson Rudnick Investment Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kayne Anderson Rudnick Investment Management LLC holds 24,211 shares of JPM stock, worth $5.81 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,211

Previous 21,875 10.68%

Holding current value

$5.81 Million

Previous $4.42 Million 15.35%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $455,286 - $525,132	2,336 Added 10.68%	24,211 $5.1 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $1.44 Million - $1.64 Million	7,997 Added 57.62%	21,875 $4.42 Million
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $441,451 - $529,192	2,642 Added 23.51%	13,878 $2.78 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $14,925 - $18,733	110 Added 0.99%	11,236 $1.91 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $3,723 - $4,108	26 Added 0.23%	11,126 $1.61 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $11,727 - $13,380	92 Added 0.84%	11,100 $1.61 Million
Q1 2023 May 16, 2023	SELL	$124.91 - $143.8 $12,865 - $14,811	-103 Reduced 0.93%	11,008 $1.43 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $2,549 - $3,446	25 Added 0.23%	11,111 $1.49 Million
Q3 2022 Nov 16, 2022	BUY	$20.73 - $120.58 $229,812 - $1.34 Million	11,086 New	11,086 $1.16 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $230,248 - $1.34 Million	-11,107 Closed	0 $1.16 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $106,360 - $139,636	829 Added 8.07%	11,107 $1.51 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $21,551 - $24,049	140 Added 1.38%	10,278 $1.63 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $29,687 - $33,729	202 Added 2.03%	10,138 $1.66 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $7,368 - $8,322	50 Added 0.51%	9,936 $1.55 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $23,622 - $29,638	188 Added 1.94%	9,886 $1.51 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $18,246 - $24,016	-189 Reduced 1.91%	9,698 $1.23 Million
Q3 2020 Nov 16, 2020	SELL	$91.28 - $103.82 $20,264 - $23,048	-222 Reduced 2.2%	9,887 $952,000
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $46,888 - $63,305	558 Added 5.84%	10,109 $951,000
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $19,903 - $24,813	178 Added 1.9%	9,551 $1.33 Million
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $4,401 - $5,049	42 Added 0.45%	9,373 $1.1 Million
Q1 2019 May 10, 2019	BUY	$97.11 - $107.19 $6,117 - $6,752	63 Added 0.68%	9,331 $945,000
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $49,732 - $56,942	480 Added 5.46%	9,268 $1.05 Million
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $21,473 - $23,772	208 Added 2.42%	8,788 $916,000
Q3 2017 Nov 07, 2017	BUY	$88.42 - $95.51 $758,643 - $819,475	8,580	8,580 $819,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $704B
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 Kayne Anderson Rudnick Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kayne Anderson Rudnick Investment Management LLC with notifications on news.

Account

Kayne Anderson Rudnick Investment Management LLC Jpmorgan Chase & CO Transaction History