Klingman & Associates, LLC Jpmorgan Chase & CO Transaction History

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Klingman & Associates, LLC holds 27,257 shares of JPM stock, worth $6.48 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
27,257
Previous 24,532 11.11%
Holding current value
$6.48 Million
Previous $4.96 Million 15.8%
% of portfolio
0.36%
Previous 0.34%

Shares

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

Nov 01, 2024
BUY
$194.9 - $224.8 $531,102 - $612,580
2,725 Added 11.11%
27,257 $5.75 Million
Q2 2024

Jul 30, 2024
BUY
$180.08 - $204.79 $2.34 Million - $2.66 Million
12,979 Added 112.34%
24,532 $4.96 Million
Q1 2024

May 01, 2024
BUY
$167.09 - $200.3 $30,744 - $36,855
184 Added 1.62%
11,553 $2.31 Million
Q4 2023

Jan 29, 2024
BUY
$135.69 - $170.3 $30,123 - $37,806
222 Added 1.99%
11,369 $1.93 Million
Q3 2023

Oct 30, 2023
SELL
$143.21 - $158.0 $461,279 - $508,918
-3,221 Reduced 22.42%
11,147 $1.62 Million
Q2 2023

Jul 31, 2023
BUY
$127.47 - $145.44 $44,359 - $50,613
348 Added 2.48%
14,368 $2.09 Million
Q1 2023

May 03, 2023
BUY
$124.91 - $143.8 $4,996 - $5,752
40 Added 0.29%
14,020 $1.83 Million
Q4 2022

Feb 03, 2023
SELL
$101.96 - $137.84 $41,395 - $55,963
-406 Reduced 2.82%
13,980 $1.87 Million
Q3 2022

Oct 28, 2022
BUY
$20.73 - $120.58 $15,153 - $88,143
731 Added 5.35%
14,386 $1.5 Million
Q2 2022

Jul 27, 2022
BUY
$112.61 - $135.91 $29,616 - $35,744
263 Added 1.96%
13,655 $1.54 Million
Q1 2022

May 06, 2022
BUY
$128.3 - $168.44 $296,757 - $389,601
2,313 Added 20.88%
13,392 $1.83 Million
Q4 2021

Jan 31, 2022
BUY
$153.94 - $171.78 $50,646 - $56,515
329 Added 3.06%
11,079 $1.75 Million
Q3 2021

Nov 01, 2021
SELL
$146.97 - $166.98 $38,065 - $43,247
-259 Reduced 2.35%
10,750 $1.76 Million
Q2 2021

Jul 27, 2021
SELL
$147.37 - $166.44 $825,419 - $932,230
-5,601 Reduced 33.72%
11,009 $1.71 Million
Q1 2021

Apr 29, 2021
BUY
$125.65 - $157.65 $111,577 - $139,993
888 Added 5.65%
16,610 $2.53 Million
Q4 2020

Feb 09, 2021
BUY
$96.54 - $127.07 $541,492 - $712,735
5,609 Added 55.46%
15,722 $2 Million
Q3 2020

Nov 03, 2020
BUY
$91.28 - $103.82 $264,438 - $300,766
2,897 Added 40.15%
10,113 $974,000
Q2 2020

Aug 04, 2020
SELL
$84.03 - $113.45 $26,553 - $35,850
-316 Reduced 4.2%
7,216 $679,000
Q1 2020

Apr 29, 2020
SELL
$79.03 - $141.09 $66,148 - $118,092
-837 Reduced 10.0%
7,532 $678,000
Q4 2019

Jan 29, 2020
BUY
$111.82 - $139.4 $198,256 - $247,156
1,773 Added 26.88%
8,369 $1.17 Million
Q3 2019

Oct 22, 2019
BUY
$104.8 - $120.23 $6,288 - $7,213
60 Added 0.92%
6,596 $776,000
Q2 2019

Sep 27, 2019
BUY
$104.64 - $116.12 $413,223 - $458,557
3,949 Added 152.65%
6,536 $731,000
Q2 2019

Jul 24, 2019
SELL
$104.64 - $116.12 $660,801 - $733,297
-6,315 Reduced 70.94%
2,587 $289,000
Q1 2019

May 03, 2019
BUY
$97.11 - $107.19 $262,197 - $289,413
2,700 Added 43.53%
8,902 $901,000
Q4 2018

Jan 28, 2019
BUY
$92.14 - $115.32 $118,399 - $148,186
1,285 Added 26.13%
6,202 $605,000
Q3 2018

Oct 26, 2018
BUY
$103.61 - $118.63 $13,054 - $14,947
126 Added 2.63%
4,917 $555,000
Q2 2018

Aug 02, 2018
SELL
$103.24 - $114.29 $55,956 - $61,945
-542 Reduced 10.16%
4,791 $499,000
Q1 2018

Apr 25, 2018
BUY
$107.01 - $118.77 $57,999 - $64,373
542 Added 11.31%
5,333 $586,000
Q4 2017

Feb 02, 2018
SELL
$95.86 - $107.83 $29,812 - $33,535
-311 Reduced 6.1%
4,791 $512,000
Q3 2017

Oct 24, 2017
BUY
$88.42 - $95.51 $451,118 - $487,292
5,102
5,102 $487,000

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

JPM Quotes by TradingView
  • 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
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