Kmg Fiduciary Partners, LLC Jpmorgan Chase & CO Transaction History

Kmg Fiduciary Partners, LLC

$965 Million
Q1 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 123,353 shares of JPM stock, worth $24.9 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

123,353

Previous 122,683 0.55%

Holding current value

$24.9 Million

Previous $20.9 Million 18.4%

% of portfolio

2.56%

Previous 2.43%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$167.09 - $200.3 $111,950 - $134,201	670 Added 0.55%	123,353 $24.7 Million
Q4 2023 Jan 10, 2024	SELL	$135.69 - $170.3 $184,674 - $231,778	-1,361 Reduced 1.1%	122,683 $20.9 Million
Q3 2023 Oct 25, 2023	BUY	$143.21 - $158.0 $180,587 - $199,238	1,261 Added 1.03%	124,044 $18 Million
Q2 2023 Jul 14, 2023	BUY	$127.47 - $145.44 $567,623 - $647,644	4,453 Added 3.76%	122,783 $17.9 Million
Q1 2023 Apr 13, 2023	SELL	$124.91 - $143.8 $701,119 - $807,149	-5,613 Reduced 4.53%	118,330 $15.4 Million

Q4 2022 Jan 12, 2023	BUY	$101.96 - $137.84 $309,244 - $418,068	3,033 Added 2.51%	123,943 $0
Q3 2022 Oct 27, 2022	BUY	$20.73 - $120.58 $55,597 - $323,395	2,682 Added 2.27%	120,910 $12.6 Million
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $478,254 - $577,209	4,247 Added 3.73%	118,228 $13.3 Million
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $725,408 - $952,359	5,654 Added 5.22%	113,981 $15.5 Million
Q4 2021 Jan 12, 2022	BUY	$153.94 - $171.78 $428,568 - $478,235	2,784 Added 2.64%	108,327 $17.2 Million
Q3 2021 Oct 12, 2021	BUY	$146.97 - $166.98 $402,403 - $457,191	2,738 Added 2.66%	105,543 $17.3 Million
Q2 2021 Jul 20, 2021	BUY	$147.37 - $166.44 $145,012 - $163,776	984 Added 0.97%	102,805 $16 Million
Q1 2021 Apr 08, 2021	BUY	$125.65 - $157.65 $365,138 - $458,130	2,906 Added 2.94%	101,821 $15.5 Million
Q4 2020 Jan 13, 2021	BUY	$96.54 - $127.07 $350,054 - $460,755	3,626 Added 3.81%	98,915 $12.4 Million
Q3 2020 Oct 13, 2020	BUY	$91.28 - $103.82 $990,935 - $1.13 Million	10,856 Added 12.86%	95,289 $9.17 Million
Q2 2020 Jul 22, 2020	BUY	$84.03 - $113.45 $539,220 - $728,008	6,417 Added 8.23%	84,433 $7.94 Million
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $23,076 - $41,198	-292 Reduced 0.37%	78,016 $7.02 Million
Q4 2019 Jan 29, 2020	SELL	$111.82 - $139.4 $139,215 - $173,553	-1,245 Reduced 1.56%	78,308 $10.9 Million
Q3 2019 Oct 15, 2019	SELL	$104.8 - $120.23 $71,159 - $81,636	-679 Reduced 0.85%	79,553 $9.36 Million
Q2 2019 Jul 26, 2019	SELL	$104.64 - $116.12 $8,789 - $9,754	-84 Reduced 0.1%	80,232 $8.97 Million
Q1 2019 Apr 16, 2019	BUY	$97.11 - $107.19 $564,694 - $623,309	5,815 Added 7.81%	80,316 $8.13 Million
Q4 2018 Apr 15, 2019	BUY	$92.14 - $115.32 $6.86 Million - $8.59 Million	74,501 New	74,501 $7.27 Million

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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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Kmg Fiduciary Partners, LLC Jpmorgan Chase & CO Transaction History