Neville Rodie & Shaw Inc Jpmorgan Chase & CO Transaction History

Neville Rodie & Shaw Inc

$1.36 Billion
Q3 2024

A detailed history of Neville Rodie & Shaw Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Neville Rodie & Shaw Inc holds 137,000 shares of JPM stock, worth $30.1 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

137,000

Previous 143,898 4.79%

Holding current value

$30.1 Million

Previous $29.1 Million 0.74%

% of portfolio

2.13%

Previous 2.21%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 01, 2024	SELL	$194.9 - $224.8 $1.34 Million - $1.55 Million	-6,898 Reduced 4.79%	137,000 $28.9 Million
Q2 2024 Jul 01, 2024	SELL	$180.08 - $204.79 $147,845 - $168,132	-821 Reduced 0.57%	143,898 $29.1 Million
Q1 2024 Apr 09, 2024	BUY	$167.09 - $200.3 $438,611 - $525,787	2,625 Added 1.85%	144,719 $29 Million
Q4 2023 Jan 02, 2024	BUY	$135.69 - $170.3 $481,970 - $604,905	3,552 Added 2.56%	142,094 $24.2 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $49,264 - $54,352	-344 Reduced 0.25%	138,542 $20.1 Million
Q2 2023 Jul 06, 2023	SELL	$127.47 - $145.44 $82,982 - $94,681	-651 Reduced 0.47%	138,886 $20.2 Million
Q1 2023 Apr 04, 2023	SELL	$124.91 - $143.8 $384,597 - $442,760	-3,079 Reduced 2.16%	139,537 $18.2 Million
Q4 2022 Jan 03, 2023	BUY	$101.96 - $137.84 $525,195 - $710,013	5,151 Added 3.75%	142,616 $19.1 Million
Q3 2022 Oct 04, 2022	SELL	$20.73 - $120.58 $223,801 - $1.3 Million	-10,796 Reduced 7.28%	137,465 $14.4 Million
Q2 2022 Jul 06, 2022	SELL	$112.61 - $135.91 $455,732 - $550,027	-4,047 Reduced 2.66%	148,261 $16.7 Million
Q1 2022 Apr 05, 2022	BUY	$128.3 - $168.44 $450,974 - $592,066	3,515 Added 2.36%	152,308 $20.6 Million
Q4 2021 Jan 05, 2022	BUY	$153.94 - $171.78 $261,698 - $292,026	1,700 Added 1.16%	148,793 $23.6 Million
Q3 2021 Oct 06, 2021	BUY	$146.97 - $166.98 $302,023 - $343,143	2,055 Added 1.42%	147,093 $24.1 Million
Q2 2021 Jul 06, 2021	SELL	$147.37 - $166.44 $126,590 - $142,971	-859 Reduced 0.59%	145,038 $22.6 Million
Q1 2021 Apr 08, 2021	BUY	$125.65 - $157.65 $853,163 - $1.07 Million	6,790 Added 4.88%	145,897 $22.2 Million
Q4 2020 Mar 04, 2021	SELL	$96.54 - $127.07 $604,436 - $795,585	-6,261 Reduced 4.31%	139,107 $17.7 Million
Q3 2020 Oct 01, 2020	BUY	$91.28 - $103.82 $324,500 - $369,080	3,555 Added 2.51%	145,368 $14 Million
Q2 2020 Jul 15, 2020	SELL	$84.03 - $113.45 $2.34 Million - $3.16 Million	-27,821 Reduced 16.4%	141,813 $13.3 Million
Q1 2020 Apr 01, 2020	SELL	$79.03 - $141.09 $103,608 - $184,968	-1,311 Reduced 0.77%	169,634 $15.3 Million
Q4 2019 Jan 08, 2020	BUY	$111.82 - $139.4 $342,728 - $427,261	3,065 Added 1.83%	170,945 $23.8 Million
Q3 2019 Oct 02, 2019	BUY	$104.8 - $120.23 $320,688 - $367,903	3,060 Added 1.86%	167,880 $19.8 Million
Q2 2019 Jul 01, 2019	BUY	$104.64 - $116.12 $759,581 - $842,915	7,259 Added 4.61%	164,820 $18.4 Million
Q1 2019 Apr 08, 2019	SELL	$97.11 - $107.19 $2.15 Million - $2.37 Million	-22,095 Reduced 12.3%	157,561 $16 Million
Q4 2018 Jan 03, 2019	SELL	$92.14 - $115.32 $1.53 Million - $1.92 Million	-16,655 Reduced 8.48%	179,656 $17.5 Million
Q3 2018 Oct 09, 2018	SELL	$103.61 - $118.63 $86,307 - $98,818	-833 Reduced 0.42%	196,311 $22.2 Million
Q2 2018 Jul 03, 2018	BUY	$103.24 - $114.29 $1.53 Million - $1.69 Million	14,780 Added 8.1%	197,144 $20.5 Million
Q1 2018 Apr 12, 2018	BUY	$107.01 - $118.77 $3.66 Million - $4.06 Million	34,177 Added 23.06%	182,364 $20.1 Million
Q4 2017 Jan 03, 2018	BUY	$95.86 - $107.83 $1.54 Million - $1.73 Million	16,044 Added 12.14%	148,187 $15.8 Million
Q3 2017 Oct 03, 2017	BUY	$88.42 - $95.51 $11.7 Million - $12.6 Million	132,143	132,143 $12.6 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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Neville Rodie & Shaw Inc Jpmorgan Chase & CO Transaction History