A detailed history of New Potomac Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, New Potomac Partners, LLC holds 15,978 shares of JPM stock, worth $3.92 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
15,978
Previous 16,248 1.66%
Holding current value
$3.92 Million
Previous $3.29 Million 2.47%
% of portfolio
1.75%
Previous 1.82%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$194.9 - $224.8 $52,623 - $60,696
-270 Reduced 1.66%
15,978 $3.37 Million
Q2 2024

Jul 17, 2024

SELL
$180.08 - $204.79 $202,950 - $230,798
-1,127 Reduced 6.49%
16,248 $3.29 Million
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $279,541 - $335,101
-1,673 Reduced 8.78%
17,375 $3.48 Million
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $211,133 - $264,986
1,556 Added 8.9%
19,048 $3.24 Million
Q3 2023

Oct 17, 2023

SELL
$143.21 - $158.0 $14,893 - $16,432
-104 Reduced 0.59%
17,492 $2.54 Million
Q2 2023

Jul 21, 2023

SELL
$127.47 - $145.44 $164,818 - $188,053
-1,293 Reduced 6.85%
17,596 $2.56 Million
Q1 2023

Apr 26, 2023

SELL
$124.91 - $143.8 $32,351 - $37,244
-259 Reduced 1.35%
18,889 $2.46 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $14,274 - $19,297
140 Added 0.74%
19,148 $0
Q3 2022

Oct 17, 2022

SELL
$20.73 - $120.58 $1,036 - $6,029
-50 Reduced 0.26%
19,008 $1.99 Million
Q2 2022

Jul 11, 2022

SELL
$112.61 - $135.91 $81,642 - $98,534
-725 Reduced 3.66%
19,058 $2.15 Million
Q1 2022

Apr 25, 2022

SELL
$128.3 - $168.44 $64,406 - $84,556
-502 Reduced 2.47%
19,783 $2.7 Million
Q4 2021

Jan 21, 2022

SELL
$153.94 - $171.78 $156,249 - $174,356
-1,015 Reduced 4.77%
20,285 $3.21 Million
Q3 2021

Oct 26, 2021

SELL
$146.97 - $166.98 $22,045 - $25,047
-150 Reduced 0.7%
21,300 $3.49 Million
Q2 2021

Aug 02, 2021

BUY
$147.37 - $166.44 $14,000 - $15,811
95 Added 0.44%
21,450 $3.34 Million
Q1 2021

Apr 29, 2021

SELL
$125.65 - $157.65 $1.33 Million - $1.67 Million
-10,610 Reduced 33.19%
21,355 $3.25 Million
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $61,785 - $81,324
640 Added 2.04%
31,965 $4.06 Million
Q3 2020

Oct 23, 2020

BUY
$91.28 - $103.82 $901,846 - $1.03 Million
9,880 Added 46.07%
31,325 $3.02 Million
Q2 2020

Aug 04, 2020

BUY
$84.03 - $113.45 $22,267 - $30,064
265 Added 1.25%
21,445 $2.02 Million
Q1 2020

Apr 24, 2020

SELL
$79.03 - $141.09 $6,480 - $11,569
-82 Reduced 0.39%
21,180 $1.91 Million
Q4 2019

Jan 23, 2020

SELL
$111.82 - $139.4 $64,296 - $80,155
-575 Reduced 2.63%
21,262 $2.96 Million
Q3 2019

Oct 21, 2019

SELL
$104.8 - $120.23 $4,192 - $4,809
-40 Reduced 0.18%
21,837 $2.57 Million
Q2 2019

Jul 26, 2019

SELL
$104.64 - $116.12 $81,619 - $90,573
-780 Reduced 3.44%
21,877 $2.45 Million
Q1 2019

Apr 23, 2019

SELL
$97.11 - $107.19 $43,213 - $47,699
-445 Reduced 1.93%
22,657 $2.29 Million
Q4 2018

Jan 23, 2019

BUY
$92.14 - $115.32 $9,674 - $12,108
105 Added 0.46%
23,102 $2.26 Million
Q3 2018

Oct 23, 2018

SELL
$103.61 - $118.63 $199,967 - $228,955
-1,930 Reduced 7.74%
22,997 $2.6 Million
Q2 2018

Aug 03, 2018

BUY
$103.24 - $114.29 $28,391 - $31,429
275 Added 1.12%
24,927 $2.6 Million
Q1 2018

Apr 18, 2018

SELL
$107.01 - $118.77 $139,648 - $154,994
-1,305 Reduced 5.03%
24,652 $2.71 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $2.49 Million - $2.8 Million
25,957
25,957 $2.78 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 $720B
  • 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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