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 16,248 shares of JPM stock, worth $3.43 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
16,248
Previous 17,375 6.49%
Holding current value
$3.43 Million
Previous $3.48 Million 5.57%
% of portfolio
1.82%
Previous 1.93%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $620B
  • 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
Track This Portfolio

Track New Potomac Partners, LLC Portfolio

Follow New Potomac Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Potomac Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Potomac Partners, LLC with notifications on news.