Partners Capital Investment Group, LLP Jpmorgan Chase & CO Transaction History

Partners Capital Investment Group, LLP

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $323,620 - $406,165	2,385 Added 44.56%	7,737 $1.32 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $235,580 - $259,910	1,645 Added 44.38%	5,352 $776,000
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $472,531 - $539,146	3,707 New	3,707 $539,000
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $2.03 Million - $2.31 Million	-13,825 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $2.51 Million - $2.84 Million	-17,046 Reduced 55.22%	13,825 $2.15 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $899,779 - $1.13 Million	7,161 Added 30.2%	30,871 $4.7 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $487,623 - $641,830	5,051 Added 27.07%	23,710 $3.01 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $778,344 - $885,273	8,527 Added 84.16%	18,659 $1.8 Million
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $851,391 - $1.15 Million	10,132 New	10,132 $953,000

4,618

1.95B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $713B
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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