Palisades Hudson Asset Management, L.P. Jpmorgan Chase & CO Transaction History

Palisades Hudson Asset Management, L.P.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$112.61 - $135.91 $205,062 - $247,492	-1,821 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$128.3 - $168.44 $125,092 - $164,229	-975 Reduced 34.87%	1,821 $248,000
Q4 2021 Feb 03, 2022	BUY	$153.94 - $171.78 $8,004 - $8,932	52 Added 1.9%	2,796 $442,000
Q3 2021 Oct 28, 2021	BUY	$146.97 - $166.98 $127,422 - $144,771	867 Added 46.19%	2,744 $449,000
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $20,857 - $26,169	166 Added 9.7%	1,877 $286,000
Q4 2020 Jan 29, 2021	BUY	$96.54 - $127.07 $165,179 - $217,416	1,711 New	1,711 $217,000
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $169,440 - $302,496	-2,144 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$111.82 - $139.4 $7,715 - $9,618	69 Added 3.33%	2,144 $299,000
Q1 2019 Apr 23, 2019	SELL	$97.11 - $107.19 $166,155 - $183,402	-1,711 Reduced 45.19%	2,075 $210,000
Q3 2018 Nov 08, 2018	SELL	$103.61 - $118.63 $25,488 - $29,182	-246 Reduced 6.1%	3,786 $427,000
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $28,700 - $31,772	278 Added 7.41%	4,032 $420,000
Q4 2017 Feb 09, 2018	SELL	$95.86 - $107.83 $62,596 - $70,412	-653 Reduced 14.82%	3,754 $401,000
Q3 2017 Nov 06, 2017	BUY	$88.42 - $95.51 $389,666 - $420,912	4,407	4,407 $421,000

4,616

1.95B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $711B
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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