A detailed history of Kcm Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 176,033 shares of JPM stock, worth $41.8 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
176,033
Previous 176,281 0.14%
Holding current value
$41.8 Million
Previous $35.7 Million 4.07%
% of portfolio
1.28%
Previous 1.29%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$194.9 - $224.8 $48,335 - $55,750
-248 Reduced 0.14%
176,033 $37.1 Million
Q2 2024

Jul 29, 2024

BUY
$180.08 - $204.79 $106,247 - $120,826
590 Added 0.34%
176,281 $35.7 Million
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $884,574 - $1.06 Million
5,294 Added 3.11%
175,691 $35.2 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $688,355 - $863,931
-5,073 Reduced 2.89%
170,397 $29 Million
Q3 2023

Nov 08, 2023

SELL
$143.21 - $158.0 $180,444 - $199,080
-1,260 Reduced 0.71%
175,470 $25.4 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $201,657 - $230,086
1,582 Added 0.9%
176,730 $25.7 Million
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $39,971 - $46,016
320 Added 0.18%
175,148 $22.8 Million
Q4 2022

Jan 31, 2023

SELL
$101.96 - $137.84 $74,124 - $100,209
-727 Reduced 0.41%
174,828 $23.4 Million
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $21,559 - $125,403
1,040 Added 0.6%
175,555 $18.3 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $279,498 - $337,328
2,482 Added 1.44%
174,515 $19.7 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $271,482 - $356,419
2,116 Added 1.25%
172,033 $23.5 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $508,925 - $567,904
3,306 Added 1.98%
169,917 $26.9 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $590,672 - $671,092
4,019 Added 2.47%
166,611 $27.3 Million
Q2 2021

Oct 21, 2021

BUY
$147.37 - $166.44 $13,263 - $14,979
90 Added 0.06%
162,592 $25.3 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $1.15 Million - $1.3 Million
7,800 Added 5.04%
162,502 $25.3 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $5,905 - $7,409
47 Added 0.03%
154,702 $23.6 Million
Q4 2020

Feb 19, 2021

BUY
$96.54 - $127.07 $310,955 - $409,292
3,221 Added 2.13%
154,655 $19.7 Million
Q3 2020

Nov 16, 2020

SELL
$91.28 - $103.82 $1.75 Million - $1.98 Million
-19,119 Reduced 11.21%
151,434 $14.6 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $667,366 - $901,019
7,942 Added 4.88%
170,553 $16 Million
Q1 2020

Apr 27, 2020

SELL
$79.03 - $141.09 $10,194 - $18,200
-129 Reduced 0.08%
162,611 $14.6 Million
Q4 2019

Feb 18, 2020

BUY
$111.82 - $139.4 $294,757 - $367,458
2,636 Added 1.65%
162,740 $22.7 Million
Q3 2019

Nov 15, 2019

BUY
$104.8 - $120.23 $150,073 - $172,169
1,432 Added 0.9%
160,104 $18.8 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $1.29 Million - $1.43 Million
12,287 Added 8.39%
158,672 $17.7 Million
Q1 2019

May 16, 2019

BUY
$97.11 - $107.19 $638,595 - $704,881
6,576 Added 4.7%
146,385 $14.8 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $761,721 - $953,350
8,267 Added 6.28%
139,809 $13.6 Million
Q3 2018

Nov 07, 2018

BUY
$103.61 - $118.63 $86,410 - $98,937
834 Added 0.64%
131,542 $0
Q2 2018

Aug 10, 2018

SELL
$103.24 - $114.29 $168,590 - $186,635
-1,633 Reduced 1.23%
130,708 $13.6 Million
Q1 2018

May 09, 2018

BUY
$107.01 - $118.77 $68,058 - $75,537
636 Added 0.48%
132,341 $14.6 Million
Q4 2017

Feb 22, 2018

BUY
$95.86 - $107.83 $114,360 - $128,641
1,193 Added 0.91%
131,705 $14.1 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $11.5 Million - $12.5 Million
130,512
130,512 $12.5 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • 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

Track Kcm Investment Advisors LLC Portfolio

Follow Kcm Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.