A detailed history of Marietta Investment Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Marietta Investment Partners LLC holds 21,425 shares of JPM stock, worth $5.19 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
21,425
Previous 11,983 78.79%
Holding current value
$5.19 Million
Previous $2.42 Million 86.34%
% of portfolio
0.98%
Previous 0.54%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $1.84 Million - $2.12 Million
9,442 Added 78.79%
21,425 $4.52 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $3,601 - $4,095
20 Added 0.17%
11,983 $2.42 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $3,341 - $4,006
-20 Reduced 0.17%
11,963 $2.4 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $20,217 - $25,374
149 Added 1.26%
11,983 $2.04 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $859 - $948
-6 Reduced 0.05%
11,834 $1.72 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $5,098 - $5,817
40 Added 0.34%
11,840 $1.72 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $5,995 - $6,902
-48 Reduced 0.41%
11,800 $1.54 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $45,372 - $61,338
-445 Reduced 3.62%
11,848 $1.59 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $1,305 - $7,596
-63 Reduced 0.51%
12,293 $1.61 Million
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $1.26 Million - $1.53 Million
-11,225 Reduced 47.6%
12,356 $1.39 Million
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $38,490 - $50,532
-300 Reduced 1.26%
23,581 $3.22 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $38,485 - $42,945
250 Added 1.06%
23,881 $3.78 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $99,498 - $113,045
677 Added 2.95%
23,631 $3.87 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $113,474 - $128,158
770 Added 3.47%
22,954 $3.57 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $377,201 - $473,265
3,002 Added 15.65%
22,184 $3.38 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $179,660 - $236,477
1,861 Added 10.74%
19,182 $2.44 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $3,651 - $4,152
40 Added 0.23%
17,321 $1.67 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $71,425 - $96,432
850 Added 5.17%
17,281 $1.63 Million
Q1 2020

May 14, 2020

SELL
$79.03 - $141.09 $1.98 Million - $3.53 Million
-25,048 Reduced 60.39%
16,431 $1.48 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $3.12 Million - $3.89 Million
27,874 Added 204.88%
41,479 $5.78 Million
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $989,894 - $1.1 Million
9,460 Added 228.23%
13,605 $1.52 Million
Q1 2019

May 10, 2019

BUY
$97.11 - $107.19 $14,566 - $16,078
150 Added 3.75%
4,145 $420,000
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $97,207 - $121,662
-1,055 Reduced 20.89%
3,995 $390,000
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $243,484 - $273,888
2,540 Added 101.2%
5,050 $540,000
Q2 2017

Aug 14, 2017

BUY
N/A
2,510
2,510 $229,000

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 $711B
  • 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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