Neumann Capital Management, LLC Jpmorgan Chase & CO Transaction History

Neumann Capital Management, LLC

$299 Million
Q3 2024

A detailed history of Neumann Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Neumann Capital Management, LLC holds 12,672 shares of JPM stock, worth $3.15 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

12,672

Previous 13,672 7.31%

Holding current value

$3.15 Million

Previous $2.77 Million 3.4%

% of portfolio

0.89%

Previous 0.95%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$194.9 - $224.8 $194,900 - $224,800	-1,000 Reduced 7.31%	12,672 $2.67 Million
Q1 2024 May 08, 2024	BUY	$167.09 - $200.3 $133,672 - $160,240	800 Added 6.22%	13,672 $2.74 Million
Q4 2023 Feb 07, 2024	SELL	$135.69 - $170.3 $3,120 - $3,916	-23 Reduced 0.18%	12,872 $2.19 Million
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $38,750 - $44,213	-304 Reduced 2.3%	12,895 $1.88 Million
Q1 2023 May 02, 2023	SELL	$124.91 - $143.8 $62,455 - $71,900	-500 Reduced 3.65%	13,199 $1.72 Million
Q4 2022 Feb 06, 2023	SELL	$101.96 - $137.84 $20,392 - $27,568	-200 Reduced 1.44%	13,699 $1.84 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $5,928 - $34,485	-286 Reduced 2.02%	13,899 $1.45 Million
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $25,660 - $33,688	-200 Reduced 1.39%	14,185 $1.93 Million
Q4 2021 Feb 03, 2022	SELL	$153.94 - $171.78 $46,182 - $51,534	-300 Reduced 2.04%	14,385 $2.28 Million
Q3 2021 Nov 01, 2021	SELL	$146.97 - $166.98 $58,788 - $66,792	-400 Reduced 2.65%	14,685 $2.4 Million
Q2 2021 Jul 21, 2021	SELL	$147.37 - $166.44 $88,422 - $99,864	-600 Reduced 3.83%	15,085 $2.35 Million
Q3 2020 Nov 02, 2020	BUY	$91.28 - $103.82 $4,107 - $4,671	45 Added 0.29%	15,685 $1.51 Million
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $43,466 - $77,599	-550 Reduced 3.4%	15,640 $1.41 Million
Q4 2019 Jan 24, 2020	SELL	$111.82 - $139.4 $69,328 - $86,428	-620 Reduced 3.69%	16,190 $2.26 Million
Q2 2019 Jul 25, 2019	BUY	$104.64 - $116.12 $77,956 - $86,509	745 Added 4.64%	16,810 $1.88 Million
Q1 2019 May 09, 2019	SELL	$97.11 - $107.19 $99,440 - $109,762	-1,024 Reduced 5.99%	16,065 $1.63 Million
Q4 2018 Jan 30, 2019	SELL	$92.14 - $115.32 $350,132 - $438,216	-3,800 Reduced 18.19%	17,089 $1.67 Million
Q3 2018 Nov 01, 2018	SELL	$103.61 - $118.63 $99,465 - $113,884	-960 Reduced 4.39%	20,889 $2.36 Million
Q2 2018 Aug 10, 2018	SELL	$103.24 - $114.29 $41,296 - $45,716	-400 Reduced 1.8%	21,849 $2.28 Million
Q1 2018 May 09, 2018	BUY	$107.01 - $118.77 $95,024 - $105,467	888 Added 4.16%	22,249 $2.45 Million
Q3 2017 Nov 14, 2017	SELL	$88.42 - $95.51 $39,789 - $42,979	-450 Reduced 2.06%	21,361 $2.04 Million
Q2 2017 Aug 07, 2017	BUY	N/A	21,811	21,811 $1.99 Million

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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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Neumann Capital Management, LLC Jpmorgan Chase & CO Transaction History