A detailed history of Next Capital Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Next Capital Management LLC holds 14,918 shares of JPM stock, worth $3.28 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
14,918
Previous 15,510 3.82%
Holding current value
$3.28 Million
Previous $3.11 Million 2.87%
% of portfolio
1.28%
Previous 1.29%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 20, 2024

SELL
$180.08 - $204.79 $106,607 - $121,235
-592 Reduced 3.82%
14,918 $3.02 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $66,000 - $79,118
395 Added 2.61%
15,510 $3.11 Million
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $40,435 - $50,749
298 Added 2.01%
15,115 $2.57 Million
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $72,785 - $83,046
571 Added 4.01%
14,817 $2.15 Million
Q1 2023

Apr 28, 2023

SELL
$124.91 - $143.8 $16,238 - $18,694
-130 Reduced 0.9%
14,246 $1.86 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $40,274 - $54,446
395 Added 2.83%
14,376 $1.93 Million
Q3 2022

Oct 14, 2022

BUY
$20.73 - $120.58 $1,347 - $7,837
65 Added 0.47%
13,981 $1.46 Million
Q2 2022

Jul 20, 2022

BUY
$112.61 - $135.91 $2,927 - $3,533
26 Added 0.19%
13,916 $1.57 Million
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $373,994 - $491,002
2,915 Added 26.56%
13,890 $1.89 Million
Q4 2021

Jan 14, 2022

SELL
$153.94 - $171.78 $995,991 - $1.11 Million
-6,470 Reduced 37.09%
10,975 $1.74 Million
Q2 2021

Oct 19, 2021

SELL
$147.37 - $166.44 $571,648 - $645,620
-3,879 Reduced 18.19%
17,445 $2.71 Million
Q1 2021

Apr 30, 2021

SELL
$125.65 - $157.65 $26,260 - $32,948
-209 Reduced 0.97%
21,324 $3.25 Million
Q4 2020

Jan 27, 2021

BUY
$96.54 - $127.07 $100,884 - $132,788
1,045 Added 5.1%
21,533 $2.74 Million
Q3 2020

Nov 05, 2020

BUY
$91.28 - $103.82 $1.87 Million - $2.13 Million
20,488 New
20,488 $1.97 Million
Q2 2020

Jul 31, 2020

SELL
$84.03 - $113.45 $115,121 - $155,426
-1,370 Closed
0 $0
Q1 2020

Apr 24, 2020

BUY
$79.03 - $141.09 $108,271 - $193,293
1,370 New
1,370 $123,000
Q4 2019

Feb 12, 2020

SELL
$111.82 - $139.4 $8,386 - $10,455
-75 Closed
0 $0
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $100,398 - $115,180
-958 Reduced 92.74%
75 $9,000
Q2 2019

Aug 02, 2019

BUY
$104.64 - $116.12 $100,245 - $111,242
958 Added 1277.33%
1,033 $115,000
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $6,910 - $8,649
75 New
75 $7,000

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 $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 ...
More about JPM
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