Personal Capital Advisors Corp Jpmorgan Chase & CO Transaction History

Personal Capital Advisors Corp

$20.6 Billion
Q4 2022

A detailed history of Personal Capital Advisors Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Personal Capital Advisors Corp holds 1,071,509 shares of JPM stock, worth $258 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

1,071,509

Previous 988,285 8.42%

Holding current value

$258 Million

Previous $103 Million 39.14%

% of portfolio

0.7%

Previous 0.56%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $8.49 Million - $11.5 Million	83,224 Added 8.42%	1,071,509 $144 Million
Q3 2022 Nov 07, 2022	SELL	$20.73 - $120.58 $360,909 - $2.1 Million	-17,410 Reduced 1.73%	988,285 $103 Million
Q2 2022 Aug 04, 2022	BUY	$112.61 - $135.91 $5.64 Million - $6.8 Million	50,062 Added 5.24%	1,005,695 $113 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $4.72 Million - $6.2 Million	36,805 Added 4.01%	955,633 $130 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $2.97 Million - $3.32 Million	19,302 Added 2.15%	918,828 $146 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $4.56 Million - $5.18 Million	31,027 Added 3.57%	899,526 $147 Million
Q2 2021 Aug 11, 2021	BUY	$147.37 - $166.44 $5.01 Million - $5.66 Million	34,013 Added 4.08%	868,499 $135 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $6.98 Million - $8.76 Million	55,560 Added 7.13%	834,486 $127 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $6.95 Million - $9.15 Million	71,981 Added 10.18%	778,926 $99 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $8.76 Million - $9.97 Million	96,016 Added 15.72%	706,945 $68.1 Million
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $3.11 Million - $4.2 Million	37,038 Added 6.45%	610,929 $57.5 Million
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $20,547 - $36,683	260 Added 0.05%	573,891 $51.8 Million
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $2.81 Million - $3.5 Million	25,090 Added 4.57%	573,631 $80 Million
Q3 2019 Nov 07, 2019	BUY	$104.8 - $120.23 $3.19 Million - $3.66 Million	30,477 Added 5.88%	548,541 $64.6 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $4.35 Million - $4.82 Million	41,548 Added 8.72%	518,064 $57.9 Million
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $13.9 Million - $15.3 Million	142,779 Added 42.78%	476,516 $48.2 Million
Q4 2018 Jan 16, 2019	BUY	$92.14 - $115.32 $940,196 - $1.18 Million	10,204 Added 3.15%	333,737 $32.6 Million
Q3 2018 Oct 09, 2018	BUY	$103.61 - $118.63 $1.92 Million - $2.2 Million	18,550 Added 6.08%	323,533 $36.5 Million
Q2 2018 Aug 01, 2018	BUY	$103.24 - $114.29 $3.44 Million - $3.81 Million	33,347 Added 12.28%	304,983 $31.8 Million
Q1 2018 May 09, 2018	BUY	$107.01 - $118.77 $22.3 Million - $24.8 Million	208,632 Added 331.14%	271,636 $29.9 Million
Q4 2017 Jan 19, 2018	BUY	$95.86 - $107.83 $62,980 - $70,844	657 Added 1.05%	63,004 $6.74 Million
Q3 2017 Oct 23, 2017	BUY	$88.42 - $95.51 $5.51 Million - $5.95 Million	62,347	62,347 $5.96 Million

Others Institutions Holding JPM

# of Institutions

4,612

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 $706B
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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Personal Capital Advisors Corp Jpmorgan Chase & CO Transaction History