Mount Vernon Associates Inc Jpmorgan Chase & CO Transaction History

Mount Vernon Associates Inc

$121 Million
Q3 2024

A detailed history of Mount Vernon Associates Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mount Vernon Associates Inc holds 25,067 shares of JPM stock, worth $6.14 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares

25,067

Previous 24,857 0.84%

Holding current value

$6.14 Million

Previous $5.03 Million 5.07%

% of portfolio

4.37%

Previous 4.46%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $40,929 - $47,208	210 Added 0.84%	25,067 $5.28 Million
Q2 2024 Jul 19, 2024	SELL	$180.08 - $204.79 $83,737 - $95,227	-465 Reduced 1.84%	24,857 $5.03 Million
Q1 2024 Apr 22, 2024	SELL	$167.09 - $200.3 $6,683 - $8,012	-40 Reduced 0.16%	25,322 $5.07 Million
Q4 2023 Jan 26, 2024	SELL	$135.69 - $170.3 $33,922 - $42,575	-250 Reduced 0.98%	25,362 $4.31 Million
Q3 2023 Oct 24, 2023	BUY	$143.21 - $158.0 $15,753 - $17,380	110 Added 0.43%	25,612 $3.71 Million
Q2 2023 Jul 24, 2023	SELL	$127.47 - $145.44 $6,373 - $7,272	-50 Reduced 0.2%	25,502 $3.71 Million
Q1 2023 Apr 20, 2023	SELL	$124.91 - $143.8 $68,700 - $79,090	-550 Reduced 2.11%	25,552 $3.33 Million
Q3 2022 Oct 21, 2022	BUY	$20.73 - $120.58 $829 - $4,823	40 Added 0.15%	26,102 $2.73 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $3,378 - $4,077	30 Added 0.12%	26,062 $2.94 Million
Q1 2022 Apr 25, 2022	BUY	$128.3 - $168.44 $38,490 - $50,532	300 Added 1.17%	26,032 $3.55 Million
Q4 2021 Jan 25, 2022	SELL	$153.94 - $171.78 $26,939 - $30,061	-175 Reduced 0.68%	25,732 $4.08 Million
Q3 2021 Oct 20, 2021	BUY	$146.97 - $166.98 $69,810 - $79,315	475 Added 1.87%	25,907 $4.24 Million
Q2 2021 Jul 28, 2021	BUY	$147.37 - $166.44 $1,473 - $1,664	10 Added 0.04%	25,432 $3.96 Million
Q4 2020 Jan 25, 2021	BUY	$96.54 - $127.07 $7,240 - $9,530	75 Added 0.3%	25,422 $3.23 Million
Q3 2020 Oct 23, 2020	SELL	$91.28 - $103.82 $13,692 - $15,572	-150 Reduced 0.59%	25,347 $2.44 Million
Q2 2020 Jul 27, 2020	SELL	$84.03 - $113.45 $2,941 - $3,970	-35 Reduced 0.14%	25,497 $2.4 Million
Q1 2020 Apr 23, 2020	BUY	$79.03 - $141.09 $30,268 - $54,037	383 Added 1.52%	25,532 $2.3 Million
Q4 2019 Jan 24, 2020	SELL	$111.82 - $139.4 $11,182 - $13,940	-100 Reduced 0.4%	25,149 $3.51 Million
Q3 2019 Oct 16, 2019	SELL	$104.8 - $120.23 $38,776 - $44,485	-370 Reduced 1.44%	25,249 $2.97 Million
Q2 2019 Jul 30, 2019	SELL	$104.64 - $116.12 $2.09 Million - $2.32 Million	-19,986 Reduced 43.82%	25,619 $2.86 Million
Q2 2019 Jul 25, 2019	BUY	$104.64 - $116.12 $2.1 Million - $2.33 Million	20,041 Added 78.4%	45,605 $5.1 Million
Q1 2019 Apr 25, 2019	SELL	$97.11 - $107.19 $38,164 - $42,125	-393 Reduced 1.51%	25,564 $2.59 Million
Q4 2018 Jan 24, 2019	BUY	$92.14 - $115.32 $6,910 - $8,649	75 Added 0.29%	25,957 $2.53 Million
Q3 2018 Oct 22, 2018	SELL	$103.61 - $118.63 $43,723 - $50,061	-422 Reduced 1.6%	25,882 $2.92 Million
Q2 2018 Jul 27, 2018	SELL	$103.24 - $114.29 $103,240 - $114,290	-1,000 Reduced 3.66%	26,304 $2.74 Million
Q4 2017 Jan 24, 2018	SELL	$95.86 - $107.83 $52,723 - $59,306	-550 Reduced 1.97%	27,304 $2.92 Million
Q3 2017 Oct 24, 2017	BUY	$88.42 - $95.51 $2.46 Million - $2.66 Million	27,854	27,854 $2.66 Million

Others Institutions Holding JPM

# of Institutions

4,612

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 $718B
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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Mount Vernon Associates Inc Jpmorgan Chase & CO Transaction History