Peachtree Investment Partners, LLC Jpmorgan Chase & CO Transaction History

Peachtree Investment Partners, LLC

$254 Million
Q2 2024

A detailed history of Peachtree Investment Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Peachtree Investment Partners, LLC holds 20,480 shares of JPM stock, worth $4.33 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

20,480

Previous 20,029 2.25%

Holding current value

$4.33 Million

Previous $4.01 Million 3.27%

% of portfolio

1.63%

Previous 1.63%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$180.08 - $204.79 $81,216 - $92,360	451 Added 2.25%	20,480 $4.14 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $350,220 - $419,828	-2,096 Reduced 9.47%	20,029 $4.01 Million
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $1.35 Million - $1.7 Million	9,968 Added 81.99%	22,125 $3.76 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $54,133 - $59,724	378 Added 3.21%	12,157 $1.76 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $44,741 - $51,049	351 Added 3.07%	11,779 $1.71 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $863,877 - $994,520	-6,916 Reduced 37.7%	11,428 $1.49 Million
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $50,776 - $68,644	-498 Reduced 2.64%	18,344 $2.46 Million
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $36,733 - $213,667	-1,772 Reduced 8.6%	18,842 $1.97 Million
Q2 2022 Aug 16, 2022	SELL	$112.61 - $135.91 $207,315 - $250,210	-1,841 Reduced 8.2%	20,614 $2.32 Million
Q1 2022 Jun 08, 2022	SELL	$128.3 - $168.44 $8,211 - $10,780	-64 Reduced 0.28%	22,455 $3.06 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $437,497 - $488,198	2,842 Added 14.44%	22,519 $3.57 Million
Q3 2021 Nov 08, 2021	BUY	$146.97 - $166.98 $163,430 - $185,681	1,112 Added 5.99%	19,677 $3.22 Million
Q2 2021 Jul 27, 2021	SELL	$147.37 - $166.44 $174,780 - $197,397	-1,186 Reduced 6.0%	18,565 $2.89 Million
Q1 2021 May 05, 2021	BUY	$125.65 - $157.65 $469,554 - $589,138	3,737 Added 23.34%	19,751 $3.01 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $100,498 - $132,279	1,041 Added 6.95%	16,014 $2.04 Million
Q3 2020 Nov 03, 2020	SELL	$91.28 - $103.82 $424,178 - $482,451	-4,647 Reduced 23.69%	14,973 $1.44 Million
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $249,905 - $337,400	-2,974 Reduced 13.16%	19,620 $1.85 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $440,197 - $785,871	-5,570 Reduced 19.78%	22,594 $2.03 Million
Q4 2019 Feb 04, 2020	BUY	$111.82 - $139.4 $581,687 - $725,158	5,202 Added 22.65%	28,164 $3.93 Million
Q3 2019 Nov 14, 2019	SELL	$104.8 - $120.23 $92,014 - $105,561	-878 Reduced 3.68%	22,962 $2.7 Million
Q2 2019 Jul 17, 2019	BUY	$104.64 - $116.12 $49,180 - $54,576	470 Added 2.01%	23,840 $2.67 Million
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $86,233 - $95,184	888 Added 3.95%	23,370 $2.37 Million
Q4 2018 Feb 19, 2019	BUY	$92.14 - $115.32 $2.07 Million - $2.59 Million	22,482 New	22,482 $2.2 Million

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $620B
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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Peachtree Investment Partners, LLC Jpmorgan Chase & CO Transaction History