A detailed history of Naples Global Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Naples Global Advisors, LLC holds 67,104 shares of JPM stock, worth $14.4 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
67,104
Previous 67,587 0.71%
Holding current value
$14.4 Million
Previous $13.5 Million 0.26%
% of portfolio
1.38%
Previous 1.4%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $86,978 - $98,913
-483 Reduced 0.71%
67,104 $13.6 Million
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $30,744 - $36,855
-184 Reduced 0.27%
67,587 $13.5 Million
Q4 2023

Jan 11, 2024

SELL
$135.69 - $170.3 $49,662 - $62,329
-366 Reduced 0.54%
67,771 $11.5 Million
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $304,607 - $336,066
2,127 Added 3.22%
68,137 $9.88 Million
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $231,485 - $264,119
1,816 Added 2.83%
66,010 $9.6 Million
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $138,275 - $159,186
1,107 Added 1.75%
64,194 $8.37 Million
Q4 2022

Jan 20, 2023

BUY
$101.96 - $137.84 $233,998 - $316,342
2,295 Added 3.78%
63,087 $0
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $38,433 - $223,555
1,854 Added 3.15%
60,792 $6.35 Million
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $430,057 - $519,040
3,819 Added 6.93%
58,938 $6.64 Million
Q1 2022

Apr 28, 2022

BUY
$128.3 - $168.44 $426,212 - $559,557
3,322 Added 6.41%
55,119 $7.51 Million
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $120,381 - $134,331
782 Added 1.53%
51,797 $8.2 Million
Q3 2021

Oct 25, 2021

BUY
$146.97 - $166.98 $11,757 - $13,358
80 Added 0.16%
51,015 $8.35 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $152,970 - $172,764
1,038 Added 2.08%
50,935 $7.92 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $2.75 Million - $3.45 Million
21,912 Added 78.3%
49,897 $7.6 Million
Q4 2020

Feb 08, 2021

BUY
$96.54 - $127.07 $106,000 - $139,522
1,098 Added 4.08%
27,985 $3.56 Million
Q3 2020

Oct 26, 2020

BUY
$91.28 - $103.82 $157,823 - $179,504
1,729 Added 6.87%
26,887 $2.59 Million
Q2 2020

Aug 04, 2020

BUY
$84.03 - $113.45 $293,516 - $396,280
3,493 Added 16.12%
25,158 $2.37 Million
Q1 2020

Apr 27, 2020

BUY
$79.03 - $141.09 $199,787 - $356,675
2,528 Added 13.21%
21,665 $1.95 Million
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $90,238 - $112,495
807 Added 4.4%
19,137 $2.67 Million
Q3 2019

Oct 28, 2019

SELL
$104.8 - $120.23 $20,855 - $23,925
-199 Reduced 1.07%
18,330 $2.16 Million
Q2 2019

Jul 10, 2019

BUY
$104.64 - $116.12 $45,518 - $50,512
435 Added 2.4%
18,529 $2.07 Million
Q1 2019

Apr 29, 2019

BUY
$97.11 - $107.19 $176,351 - $194,657
1,816 Added 11.16%
18,094 $1.83 Million
Q4 2018

Feb 01, 2019

BUY
$92.14 - $115.32 $229,889 - $287,723
2,495 Added 18.1%
16,278 $1.63 Million
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $13,054 - $14,947
126 Added 0.92%
13,783 $1.56 Million
Q2 2018

Jul 23, 2018

BUY
$103.24 - $114.29 $187,793 - $207,893
1,819 Added 15.37%
13,657 $1.42 Million
Q1 2018

Apr 17, 2018

BUY
$107.01 - $118.77 $13,911 - $15,440
130 Added 1.11%
11,838 $1.3 Million
Q4 2017

Jan 19, 2018

BUY
$95.86 - $107.83 $71,895 - $80,872
750 Added 6.84%
11,708 $1.25 Million
Q3 2017

Oct 16, 2017

BUY
$88.42 - $95.51 $968,906 - $1.05 Million
10,958
10,958 $1.05 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $631B
  • 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
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