Monte Financial Group, LLC Jpmorgan Chase & CO Transaction History

Monte Financial Group, LLC

  • $238 Million
  • Q3 2024

A detailed history of Monte Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Monte Financial Group, LLC holds 8,198 shares of JPM stock, worth $1.98 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
8,198
Previous 8,198 -0.0%
Holding current value
$1.98 Million
Previous $1.66 Million 4.16%
% of portfolio
0.73%
Previous 0.74%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 25, 2023
SELL
$127.47 - $145.44 $247,036 - $281,862
-1,938 Reduced 19.12%
8,198 $1.19 Million
Q4 2022

Jan 23, 2023
SELL
$101.96 - $137.84 $3,262 - $4,410
-32 Reduced 0.31%
10,136 $0
Q3 2022

Oct 24, 2022
BUY
$20.73 - $120.58 $663 - $3,858
32 Added 0.32%
10,168 $1.06 Million
Q1 2022

Apr 22, 2022
SELL
$128.3 - $168.44 $163,582 - $214,761
-1,275 Reduced 11.17%
10,136 $1.38 Million
Q4 2021

Jan 26, 2022
SELL
$153.94 - $171.78 $15,394 - $17,178
-100 Reduced 0.87%
11,411 $1.81 Million
Q2 2021

Jul 26, 2021
SELL
$147.37 - $166.44 $595,374 - $672,417
-4,040 Reduced 25.98%
11,511 $1.79 Million
Q1 2021

Apr 30, 2021
SELL
$125.65 - $157.65 $29,276 - $36,732
-233 Reduced 1.48%
15,551 $2.37 Million
Q4 2020

Feb 03, 2021
SELL
$96.54 - $127.07 $1.51 Million - $1.99 Million
-15,676 Closed
0 $0
Q3 2020

Nov 03, 2020
SELL
$91.28 - $103.82 $300,676 - $341,983
-3,294 Reduced 17.36%
15,676 $1.51 Million
Q2 2020

Aug 03, 2020
BUY
$84.03 - $113.45 $107,390 - $144,989
1,278 Added 7.22%
18,970 $1.78 Million
Q3 2019

Nov 06, 2019
SELL
$104.8 - $120.23 $10,165 - $11,662
-97 Reduced 0.55%
17,692 $2.08 Million
Q2 2019

Aug 07, 2019
BUY
$104.64 - $116.12 $30,240 - $33,558
289 Added 1.65%
17,789 $1.99 Million
Q1 2019

Apr 23, 2019
SELL
$97.11 - $107.19 $16,411 - $18,115
-169 Reduced 0.96%
17,500 $1.77 Million
Q4 2018

Jan 31, 2019
SELL
$92.14 - $115.32 $12,715 - $15,914
-138 Reduced 0.77%
17,669 $1.73 Million
Q3 2018

Oct 16, 2018
SELL
$103.61 - $118.63 $208,981 - $239,276
-2,017 Reduced 10.17%
17,807 $2.01 Million
Q2 2018

Oct 16, 2018
SELL
$103.24 - $114.29 $300,221 - $332,355
-2,908 Reduced 12.79%
19,824 $2.07 Million
Q1 2018

Oct 16, 2018
SELL
$107.01 - $118.77 $22,151 - $24,585
-207 Reduced 0.9%
22,732 $2.5 Million
Q4 2017

Oct 16, 2018
BUY
$95.86 - $107.83 $2.2 Million - $2.47 Million
22,939
22,939 $2.45 Million

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

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $708B
  • 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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