Nicola Wealth Management Ltd. Jpmorgan Chase & CO Transaction History

Nicola Wealth Management Ltd.

$1.05 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	BUY	$101.96 - $137.84 $275,292 - $372,168	2,700 Added 2.56%	108,200 $14.5 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $31,095 - $180,870	1,500 Added 1.44%	105,500 $11 Million
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $844,575 - $1.02 Million	7,500 Added 7.77%	104,000 $11.7 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $1.26 Million - $1.65 Million	9,800 Added 11.3%	96,500 $13.2 Million
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $1.26 Million - $1.41 Million	8,200 Added 10.45%	86,700 $13.7 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $881,820 - $1 Million	-6,000 Reduced 7.1%	78,500 $12.9 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $1.47 Million - $1.66 Million	10,000 Added 13.42%	84,500 $13.1 Million
Q1 2021 May 07, 2021	SELL	$125.65 - $157.65 $4.02 Million - $5.04 Million	-32,000 Reduced 30.05%	74,500 $11.3 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $2.12 Million - $2.8 Million	22,000 Added 26.04%	106,500 $13.5 Million
Q3 2020 Nov 09, 2020	BUY	$91.28 - $103.82 $1.37 Million - $1.56 Million	15,000 Added 21.58%	84,500 $8.14 Million
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $1.05 Million - $1.42 Million	12,500 Added 21.93%	69,500 $6.54 Million
Q1 2020 May 11, 2020	SELL	$79.03 - $141.09 $2.61 Million - $4.66 Million	-33,000 Reduced 36.67%	57,000 $5.13 Million
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $782,740 - $975,800	7,000 Added 8.43%	90,000 $12.5 Million
Q3 2019 Nov 08, 2019	BUY	$104.8 - $120.23 $209,600 - $240,460	2,000 Added 2.47%	83,000 $9.77 Million
Q2 2019 Aug 09, 2019	SELL	$104.64 - $116.12 $941,760 - $1.05 Million	-9,000 Reduced 10.0%	81,000 $9.06 Million
Q1 2019 May 09, 2019	SELL	$97.11 - $107.19 $2.23 Million - $2.47 Million	-23,000 Reduced 20.35%	90,000 $9.11 Million
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $4.05 Million - $5.07 Million	44,000 Added 63.77%	113,000 $11 Million
Q2 2018 Aug 03, 2018	SELL	$103.24 - $114.29 $722,680 - $800,030	-7,000 Reduced 9.21%	69,000 $7.19 Million
Q1 2018 Jun 04, 2018	BUY	$107.01 - $118.77 $8.13 Million - $9.03 Million	76,000 New	76,000 $8.36 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 ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicola Wealth Management Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Nicola Wealth Management Ltd. with notifications on news.

Account