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 90,167 shares of JPM stock, worth $19 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
90,167
Previous 89,747 0.47%
Holding current value
$19 Million
Previous $18 Million 1.45%
% of portfolio
4.21%
Previous 4.2%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $618B
  • 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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