Moseley Investment Management Inc Jpmorgan Chase & CO Transaction History

Moseley Investment Management Inc

$245 Million
Q3 2024

A detailed history of Moseley Investment Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moseley Investment Management Inc holds 18,385 shares of JPM stock, worth $4.6 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

18,385

Previous 18,203 1.0%

Holding current value

$4.6 Million

Previous $3.68 Million 5.27%

% of portfolio

1.58%

Previous 1.73%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$194.9 - $224.8 $35,471 - $40,913	182 Added 1.0%	18,385 $3.88 Million
Q2 2024 Jul 16, 2024	BUY	$180.08 - $204.79 $34,935 - $39,729	194 Added 1.08%	18,203 $3.68 Million
Q1 2024 Apr 04, 2024	BUY	$167.09 - $200.3 $16,709 - $20,030	100 Added 0.56%	18,009 $3.61 Million
Q4 2023 Jan 25, 2024	SELL	$135.69 - $170.3 $26,459 - $33,208	-195 Reduced 1.08%	17,909 $3.05 Million
Q3 2023 Oct 16, 2023	BUY	$143.21 - $158.0 $6,730 - $7,426	47 Added 0.26%	18,104 $2.63 Million
Q2 2023 Jul 06, 2023	BUY	$127.47 - $145.44 $75,207 - $85,809	590 Added 3.38%	18,057 $2.63 Million
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $82,565 - $95,051	661 Added 3.93%	17,467 $2.28 Million
Q4 2022 Jan 24, 2023	BUY	$101.96 - $137.84 $18,556 - $25,086	182 Added 1.09%	16,806 $0
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $18,491 - $107,557	892 Added 5.67%	16,624 $1.74 Million
Q2 2022 Jul 15, 2022	BUY	$112.61 - $135.91 $51,012 - $61,567	453 Added 2.96%	15,732 $1.77 Million
Q1 2022 Apr 21, 2022	SELL	$128.3 - $168.44 $48,240 - $63,333	-376 Reduced 2.4%	15,279 $2.08 Million
Q4 2021 Jan 25, 2022	SELL	$153.94 - $171.78 $24,322 - $27,141	-158 Reduced 1.0%	15,655 $2.48 Million
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $23,956 - $27,217	163 Added 1.04%	15,813 $2.64 Million
Q2 2021 Aug 11, 2021	SELL	$147.37 - $166.44 $54,821 - $61,915	-372 Reduced 2.32%	15,650 $2.43 Million
Q1 2021 Apr 19, 2021	BUY	$125.65 - $157.65 $14,072 - $17,656	112 Added 0.7%	16,022 $2.44 Million
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $330,649 - $435,214	3,425 Added 27.43%	15,910 $2.02 Million
Q3 2020 Nov 04, 2020	BUY	$91.28 - $103.82 $50,295 - $57,204	551 Added 4.62%	12,485 $1.2 Million
Q2 2020 Jul 24, 2020	BUY	$84.03 - $113.45 $244,275 - $329,799	2,907 Added 32.2%	11,934 $1.12 Million
Q1 2020 Apr 20, 2020	BUY	$79.03 - $141.09 $174,577 - $311,667	2,209 Added 32.4%	9,027 $812,000
Q4 2019 Jan 15, 2020	BUY	$111.82 - $139.4 $62,171 - $77,506	556 Added 8.88%	6,818 $950,000
Q3 2019 Oct 30, 2019	BUY	$104.8 - $120.23 $58,478 - $67,088	558 Added 9.78%	6,262 $737,000
Q2 2019 Jul 16, 2019	BUY	$104.64 - $116.12 $48,239 - $53,531	461 Added 8.79%	5,704 $638,000
Q1 2019 May 09, 2019	BUY	$97.11 - $107.19 $509,147 - $561,997	5,243 New	5,243 $531,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $734B
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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Moseley Investment Management Inc Jpmorgan Chase & CO Transaction History