Morris Capital Advisors, LLC Jpmorgan Chase & CO Transaction History

Morris Capital Advisors, LLC

$106 Million
Q3 2022

A detailed history of Morris Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Morris Capital Advisors, LLC holds 3,749 shares of JPM stock, worth $796,512. This represents 0.37% of its overall portfolio holdings.

Number of Shares

3,749

Previous 3,749 -0.0%

Holding current value

$796,512

Previous $422,000 7.11%

% of portfolio

0.37%

Previous 0.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$112.61 - $135.91 $20,607 - $24,871	-183 Reduced 4.65%	3,749 $422,000
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $4,490 - $5,895	-35 Reduced 0.88%	3,932 $536,000
Q4 2021 Feb 09, 2022	SELL	$153.94 - $171.78 $35,252 - $39,337	-229 Reduced 5.46%	3,967 $628,000
Q3 2021 Oct 22, 2021	SELL	$146.97 - $166.98 $43,944 - $49,927	-299 Reduced 6.65%	4,196 $687,000
Q1 2021 Apr 16, 2021	SELL	$125.65 - $157.65 $51,013 - $64,005	-406 Reduced 8.28%	4,495 $684,000
Q4 2020 Jan 19, 2021	SELL	$96.54 - $127.07 $21,624 - $28,463	-224 Reduced 4.37%	4,901 $623,000
Q3 2020 Oct 19, 2020	SELL	$91.28 - $103.82 $14,057 - $15,988	-154 Reduced 2.92%	5,125 $493,000
Q2 2020 Jul 23, 2020	BUY	$84.03 - $113.45 $3,781 - $5,105	45 Added 0.86%	5,279 $497,000
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $9,720 - $17,354	-123 Reduced 2.3%	5,234 $471,000
Q4 2019 Jan 31, 2020	SELL	$111.82 - $139.4 $28,066 - $34,989	-251 Reduced 4.48%	5,357 $747,000
Q1 2019 Apr 29, 2019	SELL	$97.11 - $107.19 $1,456 - $1,607	-15 Reduced 0.27%	5,608 $568,000
Q4 2018 Feb 20, 2019	SELL	$92.14 - $115.32 $18,151 - $22,718	-197 Reduced 3.38%	5,623 $549,000
Q3 2018 Oct 31, 2018	SELL	$103.61 - $118.63 $12,640 - $14,472	-122 Reduced 2.05%	5,820 $657,000
Q2 2018 Aug 13, 2018	SELL	$103.24 - $114.29 $825 - $914	-8 Reduced 0.13%	5,942 $619,000
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $6,955 - $7,720	65 Added 1.1%	5,950 $654,000
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $479 - $539	-5 Reduced 0.08%	5,885 $629,000
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $520,793 - $562,553	5,890	5,890 $563,000

Others Institutions Holding JPM

# of Institutions

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $623B
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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Morris Capital Advisors, LLC Jpmorgan Chase & CO Transaction History