Patriot Investment Management Inc. Jpmorgan Chase & CO Transaction History

Patriot Investment Management Inc.

$1.36 Billion
Q3 2024

A detailed history of Patriot Investment Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Patriot Investment Management Inc. holds 5,625 shares of JPM stock, worth $1.41 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,625

Previous 5,612 0.23%

Holding current value

$1.41 Million

Previous $1.14 Million 4.41%

% of portfolio

0.09%

Previous 0.09%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$194.9 - $224.8 $2,533 - $2,922	13 Added 0.23%	5,625 $1.19 Million
Q2 2024 Jul 15, 2024	BUY	$180.08 - $204.79 $6,302 - $7,167	35 Added 0.63%	5,612 $1.14 Million
Q1 2024 Apr 16, 2024	SELL	$167.09 - $200.3 $4,010 - $4,807	-24 Reduced 0.43%	5,577 $1.12 Million
Q4 2023 Jan 17, 2024	SELL	$135.69 - $170.3 $775,468 - $973,264	-5,715 Reduced 50.5%	5,601 $952,000
Q3 2023 Oct 17, 2023	SELL	$143.21 - $158.0 $2,434 - $2,686	-17 Reduced 0.15%	11,316 $1.64 Million
Q2 2023 Jul 13, 2023	BUY	$127.47 - $145.44 $5,098 - $5,817	40 Added 0.35%	11,333 $1.65 Million
Q1 2023 Apr 19, 2023	BUY	$124.91 - $143.8 $4,871 - $5,608	39 Added 0.35%	11,293 $1.47 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $20,493 - $27,705	201 Added 1.82%	11,254 $1.51 Million
Q3 2022 Nov 02, 2022	BUY	$20.73 - $120.58 $995 - $5,787	48 Added 0.44%	11,053 $1.16 Million
Q2 2022 Jul 26, 2022	SELL	$112.61 - $135.91 $20,720 - $25,007	-184 Reduced 1.64%	11,005 $1.24 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $717,838 - $942,421	5,595 Added 100.02%	11,189 $1.53 Million
Q4 2021 Feb 01, 2022	SELL	$153.94 - $171.78 $45,412 - $50,675	-295 Reduced 5.01%	5,594 $885,000
Q3 2021 Oct 20, 2021	SELL	$146.97 - $166.98 $83,625 - $95,011	-569 Reduced 8.81%	5,889 $963,000
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $35,516 - $40,112	241 Added 3.88%	6,458 $1 Million
Q1 2021 Apr 29, 2021	BUY	$125.65 - $157.65 $290,502 - $364,486	2,312 Added 59.21%	6,217 $946,000
Q4 2020 Feb 09, 2021	SELL	$96.54 - $127.07 $245,694 - $323,393	-2,545 Reduced 39.46%	3,905 $496,000
Q3 2020 Oct 23, 2020	SELL	$91.28 - $103.82 $15,882 - $18,064	-174 Reduced 2.63%	6,450 $620,000
Q2 2020 Aug 11, 2020	SELL	$84.03 - $113.45 $25,124 - $33,921	-299 Reduced 4.32%	6,624 $623,000
Q1 2020 May 06, 2020	SELL	$79.03 - $141.09 $2,054 - $3,668	-26 Reduced 0.37%	6,923 $623,000
Q4 2019 Feb 10, 2020	BUY	$111.82 - $139.4 $3,130 - $3,903	28 Added 0.4%	6,949 $968,000
Q3 2019 Oct 30, 2019	SELL	$104.8 - $120.23 $20,750 - $23,805	-198 Reduced 2.78%	6,921 $784,000
Q2 2019 Aug 13, 2019	BUY	$104.64 - $116.12 $52,529 - $58,292	502 Added 7.59%	7,119 $795,000
Q1 2019 May 01, 2019	BUY	$97.11 - $107.19 $642,576 - $709,276	6,617 New	6,617 $669,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $733B
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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Patriot Investment Management Inc. Jpmorgan Chase & CO Transaction History