Navellier & Associates Inc Jpmorgan Chase & CO Transaction History

Navellier & Associates Inc

$664 Million
Q1 2025

A detailed history of Navellier & Associates Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Navellier & Associates Inc holds 8,540 shares of JPM stock, worth $2.27 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

8,540

Previous 9,540 10.48%

Holding current value

$2.27 Million

Previous $2.29 Million 8.4%

% of portfolio

0.32%

Previous 0.29%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$225.19 - $279.95 $225,190 - $279,950	-1,000 Reduced 10.48%	8,540 $2.09 Million
Q4 2024 Feb 03, 2025	BUY	$205.18 - $250.29 $184,662 - $225,261	900 Added 10.42%	9,540 $2.29 Million
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $194,900 - $224,800	-1,000 Reduced 10.37%	8,640 $1.82 Million
Q2 2024 Aug 08, 2024	SELL	$180.08 - $204.79 $18,008 - $20,479	-100 Reduced 1.03%	9,640 $1.95 Million
Q4 2023 Feb 08, 2024	BUY	$135.69 - $170.3 $132,976 - $166,894	980 Added 11.19%	9,740 $1.66 Million
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $1.01 Million - $1.12 Million	7,060 Added 415.29%	8,760 $1.27 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $216,699 - $247,248	1,700 New	1,700 $247,000
Q4 2022 Feb 02, 2023	BUY	$101.96 - $137.84 $163,136 - $220,544	1,600 New	1,600 $214,000
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $191,437 - $231,047	-1,700 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$128.3 - $168.44 $12,830 - $16,844	-100 Reduced 5.56%	1,700 $232,000
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $15,394 - $17,178	-100 Reduced 5.26%	1,800 $285,000
Q2 2021 Aug 09, 2021	BUY	$147.37 - $166.44 $7,368 - $8,322	50 Added 2.7%	1,900 $296,000
Q1 2021 May 12, 2021	SELL	$125.65 - $157.65 $11,308 - $14,188	-90 Reduced 4.64%	1,850 $282,000
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $187,287 - $246,515	1,940 New	1,940 $247,000
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $140,752 - $251,281	-1,781 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $199,151 - $248,271	1,781 New	1,781 $248,000
Q3 2019 Oct 16, 2019	SELL	$104.8 - $120.23 $228,568 - $262,221	-2,181 Closed	0 $0
Q2 2019 Jul 17, 2019	BUY	$104.64 - $116.12 $10,464 - $11,612	100 Added 4.81%	2,181 $244,000
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $202,085 - $223,062	2,081 New	2,081 $211,000
Q4 2018 Jan 15, 2019	SELL	$92.14 - $115.32 $196,718 - $246,208	-2,135 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $21,240 - $24,319	-205 Reduced 8.76%	2,135 $241,000
Q2 2018 Aug 06, 2018	SELL	$103.24 - $114.29 $6,194 - $6,857	-60 Reduced 2.5%	2,340 $244,000
Q1 2018 May 21, 2018	SELL	$107.01 - $118.77 $180,846 - $200,721	-1,690 Reduced 41.32%	2,400 $264,000
Q4 2017 Feb 12, 2018	SELL	$95.86 - $107.83 $649,547 - $730,656	-6,776 Reduced 62.36%	4,090 $437,000
Q3 2017 Nov 14, 2017	SELL	$88.42 - $95.51 $334,846 - $361,696	-3,787 Reduced 25.84%	10,866 $1.04 Million
Q2 2017 Aug 24, 2017	BUY	N/A	14,653	14,653 $1.34 Million

Others Institutions Holding JPM

# of Institutions

5,185

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

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 $781B
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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Navellier & Associates Inc Jpmorgan Chase & CO Transaction History