Osher Van De Voorde Investment Management Jpmorgan Chase & CO Transaction History

Osher Van De Voorde Investment Management

$465 Million
Q4 2024

A detailed history of Osher Van De Voorde Investment Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Osher Van De Voorde Investment Management holds 89,263 shares of JPM stock, worth $24.1 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares

89,263

Previous 89,797 0.59%

Holding current value

$24.1 Million

Previous $18.9 Million 13.05%

% of portfolio

4.61%

Previous 4.11%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$205.18 - $250.29 $18.3 Million - $22.3 Million	89,263 New	89,263 $21.4 Million
Q3 2024 Oct 08, 2024	SELL	$194.9 - $224.8 $72,113 - $83,176	-370 Reduced 0.41%	89,797 $18.9 Million
Q2 2024 Jul 16, 2024	BUY	$180.08 - $204.79 $75,633 - $86,011	420 Added 0.47%	90,167 $18.2 Million
Q1 2024 Apr 09, 2024	SELL	$167.09 - $200.3 $7.74 Million - $9.28 Million	-46,352 Reduced 34.06%	89,747 $18 Million
Q4 2023 Jan 09, 2024	BUY	$135.69 - $170.3 $1.03 Million - $1.29 Million	7,556 Added 5.88%	136,099 $23.2 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $136,192 - $150,258	-951 Reduced 0.73%	128,543 $18.6 Million
Q2 2023 Jul 24, 2023	SELL	$127.47 - $145.44 $129,382 - $147,621	-1,015 Reduced 0.78%	129,494 $18.8 Million
Q1 2023 Apr 11, 2023	SELL	$124.91 - $143.8 $2.58 Million - $2.97 Million	-20,671 Reduced 13.67%	130,509 $17 Million
Q4 2022 Jan 12, 2023	SELL	$101.96 - $137.84 $688,739 - $931,109	-6,755 Reduced 4.28%	151,180 $0
Q3 2022 Oct 05, 2022	BUY	$20.73 - $120.58 $194,177 - $1.13 Million	9,367 Added 6.3%	157,935 $16.5 Million
Q2 2022 Jul 19, 2022	BUY	$112.61 - $135.91 $2.71 Million - $3.27 Million	24,043 Added 19.31%	148,568 $16.7 Million
Q1 2022 Apr 14, 2022	BUY	$128.3 - $168.44 $635,085 - $833,778	4,950 Added 4.14%	124,525 $17 Million
Q4 2021 Jan 10, 2022	BUY	$153.94 - $171.78 $435,804 - $486,309	2,831 Added 2.42%	119,575 $18.9 Million
Q3 2021 Oct 19, 2021	SELL	$146.97 - $166.98 $13,668 - $15,529	-93 Reduced 0.08%	116,744 $19.1 Million
Q2 2021 Jul 20, 2021	BUY	$147.37 - $166.44 $89,453 - $101,029	607 Added 0.52%	116,837 $18.2 Million
Q1 2021 Apr 13, 2021	SELL	$125.65 - $157.65 $13,821 - $17,341	-110 Reduced 0.09%	116,230 $17.7 Million
Q4 2020 Jan 21, 2021	BUY	$96.54 - $127.07 $209,009 - $275,106	2,165 Added 1.9%	116,340 $14.8 Million
Q3 2020 Oct 13, 2020	BUY	$91.28 - $103.82 $387,483 - $440,715	4,245 Added 3.86%	114,175 $11 Million
Q2 2020 Jul 21, 2020	SELL	$84.03 - $113.45 $31,343 - $42,316	-373 Reduced 0.34%	109,930 $10.3 Million
Q1 2020 Apr 30, 2020	BUY	$79.03 - $141.09 $2.21 Million - $3.95 Million	27,995 Added 34.01%	110,303 $9.93 Million
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $200,381 - $249,804	-1,792 Reduced 2.13%	82,308 $11.5 Million
Q3 2019 Oct 15, 2019	BUY	$104.8 - $120.23 $100,503 - $115,300	959 Added 1.15%	84,100 $9.9 Million
Q2 2019 Aug 13, 2019	BUY	$104.64 - $116.12 $30,345 - $33,674	290 Added 0.35%	83,141 $9.3 Million
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $143,722 - $158,641	1,480 Added 1.82%	82,851 $8.39 Million
Q4 2018 Feb 15, 2019	BUY	$92.14 - $115.32 $85,229 - $106,671	925 Added 1.15%	81,371 $7.94 Million
Q3 2018 Nov 15, 2018	BUY	$103.61 - $118.63 $72,319 - $82,803	698 Added 0.88%	80,446 $9.08 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $69,790 - $77,260	-676 Reduced 0.84%	79,748 $8.31 Million
Q1 2018 May 11, 2018	SELL	$107.01 - $118.77 $1.44 Million - $1.6 Million	-13,496 Reduced 14.37%	80,424 $8.84 Million
Q3 2017 Nov 14, 2017	SELL	$88.42 - $95.51 $35,368 - $38,204	-400 Reduced 0.42%	93,920 $8.97 Million
Q2 2017 Aug 15, 2017	BUY	N/A	94,320	94,320 $8.62 Million

Others Institutions Holding JPM

# of Institutions

4,785

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.8M

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 $793B
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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Osher Van De Voorde Investment Management Jpmorgan Chase & CO Transaction History