Martin Capital Partners, LLC Jpmorgan Chase & CO Transaction History

Martin Capital Partners, LLC

$83.6 Million
Q1 2025

A detailed history of Martin Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Martin Capital Partners, LLC holds 11,280 shares of JPM stock, worth $2.85 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares

11,280

Previous 11,770 4.16%

Holding current value

$2.85 Million

Previous $2.82 Million 1.91%

% of portfolio

3.31%

Previous 3.35%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$225.19 - $279.95 $110,343 - $137,175	-490 Reduced 4.16%	11,280 $2.77 Million
Q4 2024 Jan 27, 2025	SELL	$205.18 - $250.29 $3.35 Million - $4.09 Million	-16,324 Reduced 58.1%	11,770 $2.82 Million
Q3 2024 Oct 15, 2024	SELL	$194.9 - $224.8 $1.74 Million - $2.01 Million	-8,927 Reduced 24.11%	28,094 $5.92 Million
Q2 2024 Jul 15, 2024	SELL	$180.08 - $204.79 $251,751 - $286,296	-1,398 Reduced 3.64%	37,021 $7.49 Million
Q1 2024 Apr 05, 2024	SELL	$167.09 - $200.3 $2.75 Million - $3.3 Million	-16,480 Reduced 30.02%	38,419 $7.7 Million
Q4 2023 Jan 05, 2024	SELL	$135.69 - $170.3 $138,675 - $174,046	-1,022 Reduced 1.83%	54,899 $9.34 Million
Q3 2023 Oct 13, 2023	SELL	$143.21 - $158.0 $40,242 - $44,398	-281 Reduced 0.5%	55,921 $8.11 Million
Q2 2023 Jul 17, 2023	SELL	$127.47 - $145.44 $138,304 - $157,802	-1,085 Reduced 1.89%	56,202 $8.17 Million
Q1 2023 Apr 05, 2023	BUY	$124.91 - $143.8 $163,881 - $188,665	1,312 Added 2.34%	57,287 $7.47 Million
Q4 2022 Jan 05, 2023	BUY	$101.96 - $137.84 $35,482 - $47,968	348 Added 0.63%	55,975 $7.51 Million
Q3 2022 Oct 06, 2022	BUY	$20.73 - $120.58 $99,980 - $581,557	4,823 Added 9.49%	55,627 $5.81 Million
Q2 2022 Jul 08, 2022	BUY	$112.61 - $135.91 $314,519 - $379,596	2,793 Added 5.82%	50,804 $5.72 Million
Q1 2022 Apr 06, 2022	BUY	$128.3 - $168.44 $258,652 - $339,575	2,016 Added 4.38%	48,011 $6.55 Million
Q4 2021 Jan 07, 2022	BUY	$153.94 - $171.78 $6,157 - $6,871	40 Added 0.09%	45,995 $7.28 Million
Q3 2021 Oct 06, 2021	SELL	$146.97 - $166.98 $22,633 - $25,714	-154 Reduced 0.33%	45,955 $7.52 Million
Q2 2021 Jul 06, 2021	BUY	$147.37 - $166.44 $62,484 - $70,570	424 Added 0.93%	46,109 $7.17 Million
Q1 2021 Apr 14, 2021	SELL	$125.65 - $157.65 $159,324 - $199,900	-1,268 Reduced 2.7%	45,685 $6.96 Million
Q4 2020 Jan 07, 2021	SELL	$96.54 - $127.07 $6,371 - $8,386	-66 Reduced 0.14%	46,953 $5.97 Million
Q3 2020 Oct 08, 2020	BUY	$91.28 - $103.82 $316,924 - $360,463	3,472 Added 7.97%	47,019 $4.53 Million
Q2 2020 Jul 07, 2020	SELL	$84.03 - $113.45 $3,781 - $5,105	-45 Reduced 0.1%	43,547 $4.1 Million
Q1 2020 Apr 21, 2020	BUY	$79.03 - $141.09 $9,088 - $16,225	115 Added 0.26%	43,592 $3.93 Million
Q4 2019 Jan 31, 2020	BUY	$111.82 - $139.4 $186,292 - $232,240	1,666 Added 3.98%	43,477 $6.06 Million
Q3 2019 Nov 20, 2019	BUY	$104.8 - $120.23 $115,384 - $132,373	1,101 Added 2.7%	41,811 $4.92 Million
Q2 2019 Aug 12, 2019	BUY	$104.64 - $116.12 $229,370 - $254,535	2,192 Added 5.69%	40,710 $4.55 Million
Q1 2019 May 08, 2019	BUY	$97.11 - $107.19 $497,591 - $549,241	5,124 Added 15.34%	38,518 $3.9 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $183,358 - $229,486	1,990 Added 6.34%	33,394 $3.26 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $640,413 - $733,252	6,181 Added 24.51%	31,404 $3.54 Million
Q2 2018 Aug 13, 2018	SELL	$103.24 - $114.29 $50,484 - $55,887	-489 Reduced 1.9%	25,223 $2.63 Million
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $65,062 - $72,212	608 Added 2.42%	25,712 $2.83 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $2.41 Million - $2.71 Million	25,104	25,104 $2.69 Million

Others Institutions Holding JPM

# of Institutions

5,141

Shares Held

Call Options Held

28.6M

Put Options Held

30.7M

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 $741B
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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Martin Capital Partners, LLC Jpmorgan Chase & CO Transaction History