A detailed history of North Crest Asset Manangement, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, North Crest Asset Manangement, LLC holds 231,172 shares of JPM stock, worth $54.9 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
231,172
Previous 229,056 0.92%
Holding current value
$54.9 Million
Previous $46.3 Million 5.18%
% of portfolio
1.53%
Previous 1.59%

Shares

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

Oct 23, 2024

BUY
$194.9 - $224.8 $412,408 - $475,676
2,116 Added 0.92%
231,172 $48.7 Million
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $665,755 - $757,108
3,697 Added 1.64%
229,056 $46.3 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $553,067 - $662,993
-3,310 Reduced 1.45%
225,359 $45.1 Million
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $5.59 Million - $7.01 Million
-41,190 Reduced 15.26%
228,669 $38.9 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $805,699 - $888,908
-5,626 Reduced 2.04%
269,859 $39.1 Million
Q2 2023

Jul 21, 2023

SELL
$127.47 - $145.44 $65,392 - $74,610
-513 Reduced 0.19%
275,485 $40.1 Million
Q1 2023

Apr 25, 2023

BUY
$124.91 - $143.8 $34.5 Million - $39.7 Million
275,998 New
275,998 $36 Million
Q4 2022

Feb 01, 2023

BUY
$101.96 - $137.84 $23 Million - $31.2 Million
226,030 New
226,030 $30.3 Million
Q3 2022

Oct 17, 2022

BUY
$20.73 - $120.58 $179,231 - $1.04 Million
8,646 Added 3.76%
238,801 $25 Million
Q2 2022

Jul 18, 2022

SELL
$112.61 - $135.91 $23.3 Million - $28.1 Million
-206,810 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $14 Million - $18.3 Million
108,886 Added 111.19%
206,810 $28.2 Million
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $15.1 Million - $16.8 Million
97,924 New
97,924 $15.5 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 $697B
  • 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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