Motley Fool Asset Management LLC Jpmorgan Chase & CO Transaction History

Motley Fool Asset Management LLC

$1.66 Billion
Q3 2024

A detailed history of Motley Fool Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Motley Fool Asset Management LLC holds 114,500 shares of JPM stock, worth $27.5 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

114,500

Previous 111,491 2.7%

Holding current value

$27.5 Million

Previous $22.6 Million 7.02%

% of portfolio

1.45%

Previous 1.54%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $586,454 - $676,423	3,009 Added 2.7%	114,500 $24.1 Million
Q2 2024 Aug 08, 2024	BUY	$180.08 - $204.79 $4.75 Million - $5.4 Million	26,392 Added 31.01%	111,491 $22.6 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $295,415 - $354,130	1,768 Added 2.12%	85,099 $17 Million
Q1 2024 May 08, 2024	BUY	$167.09 - $200.3 $622,076 - $745,716	3,723 Added 4.68%	83,331 $16.7 Million
Q4 2023 Feb 02, 2024	BUY	$135.69 - $170.3 $538,282 - $675,580	3,967 Added 5.24%	79,608 $13.5 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $825,462 - $910,712	5,764 Added 8.25%	75,641 $11 Million
Q2 2023 Aug 09, 2023	BUY	$127.47 - $145.44 $671,384 - $766,032	5,267 Added 8.15%	69,877 $10.2 Million
Q1 2023 May 10, 2023	SELL	$124.91 - $143.8 $85,813 - $98,790	-687 Reduced 1.05%	64,610 $8.42 Million
Q4 2022 Feb 09, 2023	SELL	$101.96 - $137.84 $205,551 - $277,885	-2,016 Reduced 2.99%	65,297 $8.76 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $3,938 - $22,910	190 Added 0.28%	67,313 $7.03 Million
Q2 2022 Aug 11, 2022	SELL	$112.61 - $135.91 $444,133 - $536,029	-3,944 Reduced 5.55%	67,123 $7.56 Million
Q1 2022 May 04, 2022	BUY	$128.3 - $168.44 $9.12 Million - $12 Million	71,067 New	71,067 $9.69 Million
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $5.6 Million - $6.21 Million	-53,473 Closed	0 $0
Q1 2019 May 07, 2019	BUY	$97.11 - $107.19 $821,841 - $907,148	8,463 Added 18.8%	53,473 $5.41 Million
Q4 2018 Feb 12, 2019	BUY	$92.14 - $115.32 $78,226 - $97,906	849 Added 1.92%	45,010 $4.39 Million
Q3 2018 Nov 06, 2018	BUY	$103.61 - $118.63 $798,107 - $913,806	7,703 Added 21.13%	44,161 $4.98 Million
Q2 2018 Aug 10, 2018	BUY	$103.24 - $114.29 $3.76 Million - $4.17 Million	36,458 New	36,458 $3.8 Million

Others Institutions Holding JPM

# of Institutions

4,620

Shares Held

1.95B

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 $704B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Motley Fool Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Motley Fool Asset Management LLC with notifications on news.

Account

Motley Fool Asset Management LLC Jpmorgan Chase & CO Transaction History