Loring Wolcott & Coolidge Fiduciary Advisors LLP Jpmorgan Chase & CO Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 80,367 shares of JPM stock, worth $19 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
80,367
Previous 51,353 56.5%
Holding current value
$19 Million
Previous $10.4 Million 63.09%
% of portfolio
0.15%
Previous 0.1%

Shares

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

Oct 25, 2024
BUY
$194.9 - $224.8 $5.65 Million - $6.52 Million
29,014 Added 56.5%
80,367 $16.9 Million
Q2 2024

Jul 17, 2024
BUY
$180.08 - $204.79 $475,591 - $540,850
2,641 Added 5.42%
51,353 $10.4 Million
Q1 2024

Apr 23, 2024
SELL
$167.09 - $200.3 $50,127 - $60,090
-300 Reduced 0.61%
48,712 $9.76 Million
Q4 2023

Feb 01, 2024
SELL
$135.69 - $170.3 $168,119 - $211,001
-1,239 Reduced 2.47%
49,012 $8.34 Million
Q3 2023

Nov 03, 2023
SELL
$143.21 - $158.0 $56,997 - $62,884
-398 Reduced 0.79%
50,251 $7.29 Million
Q2 2023

Aug 01, 2023
SELL
$127.47 - $145.44 $449,459 - $512,821
-3,526 Reduced 6.51%
50,649 $7.37 Million
Q1 2023

May 02, 2023
SELL
$124.91 - $143.8 $320,144 - $368,559
-2,563 Reduced 4.52%
54,175 $7.06 Million
Q4 2022

Mar 02, 2023
BUY
$101.96 - $137.84 $182,304 - $246,457
1,788 Added 3.25%
56,738 $7.61 Million
Q4 2022

Feb 14, 2023
SELL
$101.96 - $137.84 $266,829 - $360,727
-2,617 Reduced 4.55%
54,950 $7.54 Million
Q3 2022

Oct 25, 2022
SELL
$20.73 - $120.58 $165 - $964
-8 Reduced 0.01%
57,567 $6.02 Million
Q2 2022

Jul 26, 2022
BUY
$112.61 - $135.91 $167,563 - $202,234
1,488 Added 2.65%
57,575 $6.48 Million
Q1 2022

Apr 13, 2022
BUY
$128.3 - $168.44 $618,406 - $811,880
4,820 Added 9.4%
56,087 $7.65 Million
Q4 2021

Feb 14, 2022
BUY
$153.94 - $171.78 $481,986 - $537,843
3,131 Added 6.5%
51,267 $8.12 Million
Q3 2021

Nov 12, 2021
SELL
$146.97 - $166.98 $250,142 - $284,199
-1,702 Reduced 3.42%
48,136 $7.88 Million
Q2 2021

Aug 13, 2021
BUY
$147.37 - $166.44 $494,278 - $558,239
3,354 Added 7.22%
49,838 $7.75 Million
Q1 2021

Apr 14, 2021
SELL
$125.65 - $157.65 $8,669 - $10,877
-69 Reduced 0.15%
46,484 $7.08 Million
Q4 2020

Jan 14, 2021
BUY
$96.54 - $127.07 $150,988 - $198,737
1,564 Added 3.48%
46,553 $5.92 Million
Q3 2020

Oct 15, 2020
SELL
$91.28 - $103.82 $395,333 - $449,644
-4,331 Reduced 8.78%
44,989 $4.33 Million
Q2 2020

Jul 30, 2020
SELL
$84.03 - $113.45 $151,842 - $205,004
-1,807 Reduced 3.53%
49,320 $4.64 Million
Q1 2020

Apr 15, 2020
SELL
$79.03 - $141.09 $203,344 - $363,024
-2,573 Reduced 4.79%
51,127 $4.6 Million
Q4 2019

Jan 22, 2020
BUY
$111.82 - $139.4 $36,341 - $45,305
325 Added 0.61%
53,700 $7.49 Million
Q3 2019

Nov 05, 2019
BUY
$104.8 - $120.23 $1,572 - $1,803
15 Added 0.03%
53,375 $6.28 Million
Q2 2019

Aug 09, 2019
SELL
$104.64 - $116.12 $25,008 - $27,752
-239 Reduced 0.45%
53,360 $5.97 Million
Q1 2019

Apr 08, 2019
SELL
$97.11 - $107.19 $11,944 - $13,184
-123 Reduced 0.23%
53,599 $5.43 Million
Q4 2018

Feb 13, 2019
SELL
$92.14 - $115.32 $461,068 - $577,061
-5,004 Reduced 8.52%
53,722 $5.24 Million
Q3 2018

Oct 31, 2018
SELL
$103.61 - $118.63 $105,164 - $120,409
-1,015 Reduced 1.7%
58,726 $6.63 Million
Q2 2018

Aug 07, 2018
SELL
$103.24 - $114.29 $72,268 - $80,003
-700 Reduced 1.16%
59,741 $6.23 Million
Q1 2018

Apr 20, 2018
BUY
$107.01 - $118.77 $385,236 - $427,572
3,600 Added 6.33%
60,441 $6.65 Million
Q4 2017

Feb 08, 2018
SELL
$95.86 - $107.83 $235,336 - $264,722
-2,455 Reduced 4.14%
56,841 $6.08 Million
Q3 2017

Oct 27, 2017
BUY
$88.42 - $95.51 $116,537 - $125,882
1,318 Added 2.27%
59,296 $5.66 Million
Q2 2017

Aug 07, 2017
BUY
N/A
57,978
57,978 $0

Others Institutions Holding JPM

# of Institutions
4,572
Shares Held
2.01B
Call Options Held
26M
Put Options Held
29.1M
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 $693B
  • 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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