Mather Group, Llc. Jpmorgan Chase & CO Transaction History

Mather Group, Llc.

$7.74 Billion
Q3 2024

A detailed history of Mather Group, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mather Group, Llc. holds 17,957 shares of JPM stock, worth $4.41 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

17,957

Previous 26,453 32.12%

Holding current value

$4.41 Million

Previous $5.35 Million 29.27%

% of portfolio

0.05%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$194.9 - $224.8 $1.66 Million - $1.91 Million	-8,496 Reduced 32.12%	17,957 $3.78 Million
Q2 2024 Jul 08, 2024	BUY	$180.08 - $204.79 $1.13 Million - $1.29 Million	6,275 Added 31.1%	26,453 $5.35 Million
Q1 2024 Apr 08, 2024	SELL	$167.09 - $200.3 $52,633 - $63,094	-315 Reduced 1.54%	20,178 $4.04 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $218,732 - $274,523	1,612 Added 8.54%	20,493 $3.49 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $175,145 - $193,234	1,223 Added 6.93%	18,881 $2.74 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $130,529 - $148,930	1,024 Added 6.16%	17,658 $2.57 Million
Q1 2023 May 09, 2023	SELL	$124.91 - $143.8 $187,989 - $216,419	-1,505 Reduced 8.3%	16,634 $2.17 Million
Q4 2022 Mar 10, 2023	SELL	$101.96 - $137.84 $63,928 - $86,425	-627 Reduced 3.34%	18,139 $2.43 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $4,933 - $28,698	238 Added 1.28%	18,766 $1.96 Million
Q2 2022 Aug 16, 2022	BUY	$112.61 - $135.91 $78,714 - $95,001	699 Added 3.92%	18,528 $2.09 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $810,471 - $1.06 Million	6,317 Added 54.87%	17,829 $2.43 Million
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $569,424 - $635,414	3,699 Added 47.34%	11,512 $1.82 Million
Q3 2021 Nov 04, 2021	SELL	$146.97 - $166.98 $123,601 - $140,430	-841 Reduced 9.72%	7,813 $1.28 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $161,664 - $182,584	1,097 Added 14.52%	8,654 $1.35 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $132,560 - $166,320	1,055 Added 16.23%	7,557 $1.15 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $40,257 - $52,988	417 Added 6.85%	6,502 $826,000
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $32,769 - $37,271	-359 Reduced 5.57%	6,085 $586,000
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $95,626 - $129,106	1,138 Added 21.45%	6,444 $606,000
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $5,927 - $10,581	75 Added 1.43%	5,306 $478,000
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $584,930 - $729,201	5,231 New	5,231 $729,000

Others Institutions Holding JPM

# of Institutions

4,610

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $720B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mather Group, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Mather Group, Llc. with notifications on news.

Account