Moreno Evelyn V Jpmorgan Chase & CO Transaction History

Moreno Evelyn V

$208 Million
Q4 2023

A detailed history of Moreno Evelyn V transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moreno Evelyn V holds 23,205 shares of JPM stock, worth $5.69 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

23,205

Previous 60,926 61.91%

Holding current value

$5.69 Million

Previous $8.84 Million 55.33%

% of portfolio

1.89%

Previous 1.94%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$135.69 - $170.3 $5.12 Million - $6.42 Million	-37,721 Reduced 61.91%	23,205 $3.95 Million
Q3 2023 Oct 23, 2023	SELL	$143.21 - $158.0 $1.83 Million - $2.02 Million	-12,769 Reduced 17.33%	60,926 $8.84 Million
Q2 2023 Jul 27, 2023	SELL	$127.47 - $145.44 $481,581 - $549,472	-3,778 Reduced 4.88%	73,695 $10.7 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $32,226 - $37,100	258 Added 0.33%	77,473 $10.1 Million
Q4 2022 Feb 08, 2023	BUY	$101.96 - $137.84 $3.68 Million - $4.98 Million	36,097 Added 87.79%	77,215 $10.4 Million
Q3 2022 Nov 09, 2022	SELL	$20.73 - $120.58 $739,273 - $4.3 Million	-35,662 Reduced 46.45%	41,118 $4.3 Million
Q2 2022 Aug 11, 2022	SELL	$112.61 - $135.91 $91,551 - $110,494	-813 Reduced 1.05%	76,780 $8.65 Million
Q1 2022 May 12, 2022	BUY	$128.3 - $168.44 $324,599 - $426,153	2,530 Added 3.37%	77,593 $10.6 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $669,946 - $747,586	4,352 Added 6.15%	75,063 $11.9 Million
Q3 2021 Oct 26, 2021	SELL	$146.97 - $166.98 $186,651 - $212,064	-1,270 Reduced 1.76%	70,711 $11.6 Million
Q2 2021 Jul 14, 2021	SELL	$147.37 - $166.44 $872,430 - $985,324	-5,920 Reduced 7.6%	71,981 $11.2 Million
Q1 2021 Apr 26, 2021	SELL	$125.65 - $157.65 $113,713 - $142,673	-905 Reduced 1.15%	77,901 $11.9 Million
Q4 2020 Feb 10, 2021	SELL	$96.54 - $127.07 $155,429 - $204,582	-1,610 Reduced 2.0%	78,806 $10 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $80,782 - $91,880	885 Added 1.11%	80,416 $7.74 Million
Q2 2020 Jul 23, 2020	BUY	$84.03 - $113.45 $69,660 - $94,050	829 Added 1.05%	79,531 $7.48 Million
Q1 2020 Apr 22, 2020	SELL	$79.03 - $141.09 $70,889 - $126,557	-897 Reduced 1.13%	78,702 $7.09 Million
Q4 2019 Jan 27, 2020	SELL	$111.82 - $139.4 $353,015 - $440,085	-3,157 Reduced 3.81%	79,599 $11.1 Million
Q3 2019 Nov 05, 2019	BUY	$104.8 - $120.23 $736,324 - $844,735	7,026 Added 9.28%	82,756 $9.74 Million
Q2 2019 Aug 01, 2019	SELL	$104.64 - $116.12 $242,032 - $268,585	-2,313 Reduced 2.96%	75,730 $8.47 Million
Q1 2019 Apr 17, 2019	BUY	$97.11 - $107.19 $4,369 - $4,823	45 Added 0.06%	78,043 $7.9 Million
Q4 2018 Jan 14, 2019	SELL	$92.14 - $115.32 $173,683 - $217,378	-1,885 Reduced 2.36%	77,998 $7.62 Million
Q3 2018 Oct 23, 2018	SELL	$103.61 - $118.63 $234,158 - $268,103	-2,260 Reduced 2.75%	79,883 $9.01 Million
Q2 2018 Jul 26, 2018	SELL	$103.24 - $114.29 $211,642 - $234,294	-2,050 Reduced 2.43%	82,143 $8.56 Million
Q1 2018 Apr 19, 2018	SELL	$107.01 - $118.77 $174,533 - $193,713	-1,631 Reduced 1.9%	84,193 $9.26 Million
Q4 2017 Feb 06, 2018	SELL	$95.86 - $107.83 $426,577 - $479,843	-4,450 Reduced 4.93%	85,824 $9.18 Million
Q3 2017 Nov 03, 2017	BUY	$88.42 - $95.51 $7.98 Million - $8.62 Million	90,274	90,274 $8.62 Million

Others Institutions Holding JPM

# of Institutions

4,611

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 $719B
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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