Klcm Advisors, Inc. Jpmorgan Chase & CO Transaction History

Klcm Advisors, Inc.

$820 Million
Q3 2024

A detailed history of Klcm Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Klcm Advisors, Inc. holds 13,869 shares of JPM stock, worth $3.46 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

13,869

Previous 13,926 0.41%

Holding current value

$3.46 Million

Previous $2.82 Million 3.8%

% of portfolio

0.36%

Previous 0.36%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$194.9 - $224.8 $11,109 - $12,813	-57 Reduced 0.41%	13,869 $2.92 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $30,073 - $34,199	-167 Reduced 1.18%	13,926 $2.82 Million
Q1 2024 May 16, 2024	SELL	$167.09 - $200.3 $2.01 Million - $2.41 Million	-12,014 Reduced 46.02%	14,093 $2.82 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $11,533 - $14,475	-85 Reduced 0.32%	26,107 $4.44 Million
Q3 2023 Nov 07, 2023	BUY	$143.21 - $158.0 $18,330 - $20,224	128 Added 0.49%	26,192 $3.8 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $80,815 - $92,208	634 Added 2.49%	26,064 $3.79 Million
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $1.32 Million - $1.52 Million	10,591 Added 71.37%	25,430 $3.31 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $58,830 - $79,533	577 Added 4.05%	14,839 $1.99 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $34,743 - $202,092	1,676 Added 13.32%	14,262 $1.49 Million
Q2 2022 Aug 04, 2022	BUY	$112.61 - $135.91 $25,449 - $30,715	226 Added 1.83%	12,586 $1.42 Million
Q1 2022 May 03, 2022	SELL	$128.3 - $168.44 $56,452 - $74,113	-440 Reduced 3.44%	12,360 $1.69 Million
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $10,621 - $11,852	69 Added 0.54%	12,800 $2.03 Million
Q3 2021 Nov 16, 2021	SELL	$146.97 - $166.98 $36,742 - $41,745	-250 Reduced 1.93%	12,731 $2.08 Million
Q2 2021 Aug 03, 2021	BUY	$147.37 - $166.44 $30,358 - $34,286	206 Added 1.61%	12,981 $2.02 Million
Q1 2021 Apr 21, 2021	SELL	$125.65 - $157.65 $6.29 Million - $7.89 Million	-50,070 Reduced 79.67%	12,775 $1.95 Million
Q4 2020 Jan 26, 2021	SELL	$96.54 - $127.07 $105,035 - $138,252	-1,088 Reduced 1.7%	62,845 $7.99 Million
Q3 2020 Nov 03, 2020	SELL	$91.28 - $103.82 $10,862 - $12,354	-119 Reduced 0.19%	63,933 $6.16 Million
Q2 2020 Jul 27, 2020	BUY	$84.03 - $113.45 $4.14 Million - $5.59 Million	49,308 Added 334.43%	64,052 $6.03 Million
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $8.67 Million - $15.5 Million	-109,694 Reduced 88.15%	14,744 $1.33 Million
Q4 2019 Feb 04, 2020	SELL	$111.82 - $139.4 $752,213 - $937,743	-6,727 Reduced 5.13%	124,438 $17.3 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $1.03 Million - $1.18 Million	9,800 Added 8.07%	131,165 $15.4 Million
Q3 2019 Nov 04, 2019	BUY	$104.8 - $120.23 $292,601 - $335,682	2,792 Added 2.35%	121,365 $14.3 Million
Q3 2019 Nov 04, 2019	SELL	$104.8 - $120.23 $1.09 Million - $1.25 Million	-10,395 Reduced 8.06%	118,573 $14 Million
Q2 2019 Aug 15, 2019	SELL	$104.64 - $116.12 $356,299 - $395,388	-3,405 Reduced 2.57%	128,968 $14.4 Million
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $681,032 - $751,723	7,013 Added 5.59%	132,373 $13.4 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $309,498 - $387,359	3,359 Added 2.75%	125,360 $12.2 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $329,894 - $377,717	-3,184 Reduced 2.54%	122,001 $13.8 Million
Q2 2018 Aug 09, 2018	BUY	$103.24 - $114.29 $814,873 - $902,090	7,893 Added 6.73%	125,185 $13 Million
Q1 2018 May 10, 2018	SELL	$107.01 - $118.77 $1.19 Million - $1.32 Million	-11,078 Reduced 8.63%	117,292 $12.9 Million
Q4 2017 Feb 15, 2018	SELL	$95.86 - $107.83 $167,275 - $188,163	-1,745 Reduced 1.34%	128,370 $13.7 Million
Q3 2017 Nov 14, 2017	SELL	$88.42 - $95.51 $286,303 - $309,261	-3,238 Reduced 2.43%	130,115 $12.4 Million
Q2 2017 Aug 15, 2017	BUY	N/A	133,353	133,353 $12.2 Million

Others Institutions Holding JPM

# of Institutions

4,615

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 $732B
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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Klcm Advisors, Inc. Jpmorgan Chase & CO Transaction History