Optimum Investment Advisors Jpmorgan Chase & CO Transaction History

Optimum Investment Advisors

$220 Million
Q2 2024

A detailed history of Optimum Investment Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Optimum Investment Advisors holds 13,351 shares of JPM stock, worth $2.82 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

13,351

Previous 14,063 5.06%

Holding current value

$2.82 Million

Previous $2.82 Million 4.12%

% of portfolio

1.23%

Previous 1.31%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$180.08 - $204.79 $128,216 - $145,810	-712 Reduced 5.06%	13,351 $2.7 Million
Q4 2023 Jan 08, 2024	SELL	$135.69 - $170.3 $235,557 - $295,640	-1,736 Reduced 10.99%	14,063 $2.39 Million
Q3 2023 Oct 13, 2023	BUY	$143.21 - $158.0 $61,580 - $67,940	430 Added 2.8%	15,799 $2.29 Million
Q2 2023 Aug 03, 2023	BUY	$127.47 - $145.44 $24,219 - $27,633	190 Added 1.25%	15,369 $2.24 Million
Q1 2023 May 03, 2023	SELL	$124.91 - $143.8 $156,137 - $179,750	-1,250 Reduced 7.61%	15,179 $1.98 Million
Q4 2022 Jan 05, 2023	SELL	$101.96 - $137.84 $30,587 - $41,352	-300 Reduced 1.79%	16,429 $0
Q3 2022 Oct 24, 2022	BUY	$20.73 - $120.58 $207 - $1,205	10 Added 0.06%	16,729 $1.75 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $6,080 - $7,339	54 Added 0.32%	16,719 $1.88 Million
Q1 2022 Apr 08, 2022	SELL	$128.3 - $168.44 $26,943 - $35,372	-210 Reduced 1.24%	16,665 $2.27 Million
Q4 2021 Mar 17, 2022	BUY	$153.94 - $171.78 $15,855 - $17,693	103 Added 0.61%	16,875 $2.67 Million
Q3 2021 Oct 22, 2021	SELL	$146.97 - $166.98 $995,133 - $1.13 Million	-6,771 Reduced 28.76%	16,772 $2.75 Million
Q2 2021 Aug 02, 2021	SELL	$147.37 - $166.44 $941,989 - $1.06 Million	-6,392 Reduced 21.35%	23,543 $3.66 Million
Q1 2021 Apr 15, 2021	SELL	$125.65 - $157.65 $144,246 - $180,982	-1,148 Reduced 3.69%	29,935 $4.56 Million
Q4 2020 Jan 21, 2021	SELL	$96.54 - $127.07 $193 - $254	-2 Reduced 0.01%	31,083 $3.95 Million
Q3 2020 Oct 06, 2020	SELL	$91.28 - $103.82 $30,670 - $34,883	-336 Reduced 1.07%	31,085 $2.99 Million
Q2 2020 Jul 16, 2020	BUY	$84.03 - $113.45 $55,123 - $74,423	656 Added 2.13%	31,421 $2.96 Million
Q1 2020 Apr 21, 2020	BUY	$79.03 - $141.09 $7,903 - $14,109	100 Added 0.33%	30,765 $2.77 Million
Q4 2019 Jan 22, 2020	SELL	$111.82 - $139.4 $45,846 - $57,154	-410 Reduced 1.32%	30,665 $4.28 Million
Q3 2019 Oct 17, 2019	SELL	$104.8 - $120.23 $48,417 - $55,546	-462 Reduced 1.46%	31,075 $3.66 Million
Q2 2019 Jul 29, 2019	SELL	$104.64 - $116.12 $22,811 - $25,314	-218 Reduced 0.69%	31,537 $3.53 Million
Q1 2019 May 03, 2019	SELL	$97.11 - $107.19 $114,978 - $126,912	-1,184 Reduced 3.59%	31,755 $3.22 Million
Q4 2018 Feb 04, 2019	SELL	$92.14 - $115.32 $327,834 - $410,308	-3,558 Reduced 9.75%	32,939 $3.22 Million
Q3 2018 Oct 05, 2018	BUY	$103.61 - $118.63 $8,806 - $10,083	85 Added 0.23%	36,497 $4.12 Million
Q2 2018 Oct 05, 2018	SELL	$103.24 - $114.29 $94,671 - $104,803	-917 Reduced 2.46%	36,412 $3.79 Million
Q1 2018 May 09, 2018	BUY	$107.01 - $118.77 $37,667 - $41,807	352 Added 0.95%	37,329 $4.11 Million
Q4 2017 Jan 16, 2018	BUY	$95.86 - $107.83 $8,723 - $9,812	91 Added 0.25%	36,977 $3.95 Million
Q3 2017 Nov 21, 2017	BUY	$88.42 - $95.51 $27,144 - $29,321	307 Added 0.84%	36,886 $3.52 Million
Q2 2017 Aug 14, 2017	BUY	N/A	36,579	36,579 $3.34 Million

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $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 ...

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Optimum Investment Advisors Jpmorgan Chase & CO Transaction History