A detailed history of Novare Capital Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Novare Capital Management LLC holds 88,793 shares of JPM stock, worth $18 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
88,793
Previous 88,871 0.09%
Holding current value
$18 Million
Previous $15.1 Million 17.66%
% of portfolio
1.62%
Previous 1.54%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $13,033 - $15,623
-78 Reduced 0.09%
88,793 $17.8 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $419,282 - $526,227
3,090 Added 3.6%
88,871 $15.1 Million
Q3 2023

Nov 02, 2023

SELL
$143.21 - $158.0 $99,674 - $109,968
-696 Reduced 0.8%
85,781 $12.4 Million
Q2 2023

Jul 28, 2023

BUY
$127.47 - $145.44 $86,042 - $98,172
675 Added 0.79%
86,477 $12.6 Million
Q1 2023

Apr 20, 2023

SELL
$124.91 - $143.8 $265,059 - $305,143
-2,122 Reduced 2.41%
85,802 $11.2 Million
Q4 2022

Jan 17, 2023

SELL
$101.96 - $137.84 $736,762 - $996,031
-7,226 Reduced 7.59%
87,924 $0
Q3 2022

Oct 11, 2022

SELL
$20.73 - $120.58 $141,067 - $820,546
-6,805 Reduced 6.67%
95,150 $9.94 Million
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $64,300 - $77,604
-571 Reduced 0.56%
101,955 $11.5 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $156,269 - $205,159
-1,218 Reduced 1.17%
102,526 $14 Million
Q4 2021

Feb 03, 2022

SELL
$153.94 - $171.78 $19,550 - $21,816
-127 Reduced 0.12%
103,744 $16.4 Million
Q3 2021

Nov 04, 2021

BUY
$146.97 - $166.98 $74,366 - $84,491
506 Added 0.49%
103,871 $17 Million
Q2 2021

Aug 02, 2021

SELL
$147.37 - $166.44 $71,916 - $81,222
-488 Reduced 0.47%
103,365 $16.1 Million
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $48,249 - $60,537
-384 Reduced 0.37%
103,853 $15.8 Million
Q4 2020

Feb 01, 2021

SELL
$96.54 - $127.07 $41,029 - $54,004
-425 Reduced 0.41%
104,237 $13.2 Million
Q3 2020

Nov 03, 2020

BUY
$91.28 - $103.82 $670,451 - $762,557
7,345 Added 7.55%
104,662 $10.1 Million
Q2 2020

Aug 06, 2020

BUY
$84.03 - $113.45 $235,115 - $317,433
2,798 Added 2.96%
97,317 $9.15 Million
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $258,981 - $462,351
3,277 Added 3.59%
94,519 $8.51 Million
Q4 2019

Feb 06, 2020

BUY
$111.82 - $139.4 $49,871 - $62,172
446 Added 0.49%
91,242 $12.7 Million
Q3 2019

Nov 12, 2019

BUY
$104.8 - $120.23 $249,004 - $285,666
2,376 Added 2.69%
90,796 $10.7 Million
Q2 2019

Aug 08, 2019

SELL
$104.64 - $116.12 $101,186 - $112,288
-967 Reduced 1.08%
88,420 $9.89 Million
Q1 2019

May 09, 2019

SELL
$97.11 - $107.19 $25,151 - $27,762
-259 Reduced 0.29%
89,387 $9.05 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $250,344 - $313,324
2,717 Added 3.13%
89,646 $8.75 Million
Q3 2018

Nov 09, 2018

BUY
$103.61 - $118.63 $553,070 - $633,246
5,338 Added 6.54%
86,929 $9.81 Million
Q2 2018

Aug 10, 2018

BUY
$103.24 - $114.29 $1.55 Million - $1.72 Million
15,047 Added 22.61%
81,591 $8.5 Million
Q1 2018

May 09, 2018

BUY
$107.01 - $118.77 $413,379 - $458,808
3,863 Added 6.16%
66,544 $7.32 Million
Q4 2017

Feb 06, 2018

SELL
$95.86 - $107.83 $63,842 - $71,814
-666 Reduced 1.05%
62,681 $6.7 Million
Q3 2017

Nov 07, 2017

BUY
$88.42 - $95.51 $5.6 Million - $6.05 Million
63,347
63,347 $6.05 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 $593B
  • 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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