Mc Lean Asset Management Corp Jpmorgan Chase & CO Transaction History

Mc Lean Asset Management Corp

$332 Billion
Q3 2024

A detailed history of Mc Lean Asset Management Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 7,215 shares of JPM stock, worth $1.71 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

7,215

Previous 6,498 11.03%

Holding current value

$1.71 Million

Previous $1.35 Billion 12.85%

% of portfolio

0.46%

Previous 0.44%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$194.9 - $224.8 $139,743 - $161,181	717 Added 11.03%	7,215 $1.52 Billion
Q2 2024 Jul 11, 2024	BUY	$180.08 - $204.79 $23,230 - $26,417	129 Added 2.03%	6,498 $1.35 Billion
Q1 2024 Apr 10, 2024	BUY	$167.09 - $200.3 $668 - $801	4 Added 0.06%	6,369 $1.26 Billion
Q4 2023 Jan 08, 2024	BUY	$135.69 - $170.3 $7,327 - $9,196	54 Added 0.86%	6,365 $1.1 Billion
Q3 2023 Oct 11, 2023	BUY	$143.21 - $158.0 $2,720 - $3,002	19 Added 0.3%	6,311 $919 Million
Q2 2023 Jul 10, 2023	BUY	$127.47 - $145.44 $7,393 - $8,435	58 Added 0.93%	6,292 $915 Million
Q1 2023 Apr 11, 2023	SELL	$124.91 - $143.8 $30,103 - $34,655	-241 Reduced 3.72%	6,234 $812 Million
Q4 2022 Jan 19, 2023	BUY	$101.96 - $137.84 $24,164 - $32,668	237 Added 3.8%	6,475 $868 Million
Q3 2022 Oct 12, 2022	SELL	$20.73 - $120.58 $5,887 - $34,244	-284 Reduced 4.35%	6,238 $661,000
Q2 2022 Jul 07, 2022	SELL	$112.61 - $135.91 $31,530 - $38,054	-280 Reduced 4.12%	6,522 $730,000
Q1 2022 Apr 08, 2022	SELL	$128.3 - $168.44 $13,856 - $18,191	-108 Reduced 1.56%	6,802 $927,000
Q4 2021 Jan 14, 2022	SELL	$153.94 - $171.78 $89,900 - $100,319	-584 Reduced 7.79%	6,910 $1.16 Million
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $111,256 - $126,403	757 Added 11.24%	7,494 $1.28 Million
Q2 2021 Jul 19, 2021	BUY	$147.37 - $166.44 $4,273 - $4,826	29 Added 0.43%	6,737 $1.02 Million
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $8,292 - $10,404	66 Added 0.99%	6,708 $1.02 Million
Q4 2020 Jan 27, 2021	BUY	$96.54 - $127.07 $641,218 - $843,998	6,642 New	6,642 $844,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $697B
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 Mc Lean Asset Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Mc Lean Asset Management Corp with notifications on news.

Account

Mc Lean Asset Management Corp Jpmorgan Chase & CO Transaction History