Mendel Money Management Jpmorgan Chase & CO Transaction History

Mendel Money Management

$220 Million
Q3 2024

A detailed history of Mendel Money Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mendel Money Management holds 8,019 shares of JPM stock, worth $1.96 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

8,019

Previous 8,598 6.73%

Holding current value

$1.96 Million

Previous $1.74 Million 2.82%

% of portfolio

0.77%

Previous 0.84%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$194.9 - $224.8 $112,847 - $130,159	-579 Reduced 6.73%	8,019 $1.69 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $368,803 - $419,409	-2,048 Reduced 19.24%	8,598 $1.74 Million
Q1 2024 May 01, 2024	SELL	$167.09 - $200.3 $29,240 - $35,052	-175 Reduced 1.62%	10,646 $2.13 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $1.47 Million - $1.84 Million	10,821 New	10,821 $1.84 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $20,622 - $22,752	-144 Reduced 1.18%	12,070 $1.75 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $998,090 - $1.14 Million	-7,830 Reduced 39.06%	12,214 $1.78 Million
Q1 2023 May 10, 2023	SELL	$124.91 - $143.8 $83,314 - $95,914	-667 Reduced 3.22%	20,044 $2.61 Million
Q4 2022 Feb 13, 2023	SELL	$101.96 - $137.84 $60,360 - $81,601	-592 Reduced 2.78%	20,711 $2.78 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $86,216 - $501,492	-4,159 Reduced 16.33%	21,303 $2.23 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $550,212 - $664,056	-4,886 Reduced 16.1%	25,462 $2.87 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $117,137 - $153,785	-913 Reduced 2.92%	30,348 $4.14 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $52,031 - $58,061	-338 Reduced 1.07%	31,261 $4.95 Million
Q3 2021 Nov 09, 2021	BUY	$146.97 - $166.98 $106,847 - $121,394	727 Added 2.35%	31,599 $5.17 Million
Q2 2021 Aug 11, 2021	BUY	$147.37 - $166.44 $180,086 - $203,389	1,222 Added 4.12%	30,872 $4.8 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $2.61 Million - $3.28 Million	20,780 Added 234.27%	29,650 $4.51 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $226,869 - $298,614	2,350 Added 36.04%	8,870 $1.13 Million
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $70,194 - $79,837	769 Added 13.37%	6,520 $628,000
Q2 2020 Jul 29, 2020	BUY	$84.03 - $113.45 $289,147 - $390,381	3,441 Added 148.96%	5,751 $541,000
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $559 - $697	-5 Reduced 0.22%	2,310 $322,000
Q3 2019 Nov 08, 2019	BUY	$104.8 - $120.23 $9,432 - $10,820	90 Added 4.04%	2,315 $272,000
Q2 2019 Aug 08, 2019	BUY	$104.64 - $116.12 $232,824 - $258,367	2,225 New	2,225 $249,000

Others Institutions Holding JPM

# of Institutions

4,613

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 $718B
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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Mendel Money Management Jpmorgan Chase & CO Transaction History