Prudent Man Advisors, LLC Jpmorgan Chase & CO Transaction History

Prudent Man Advisors, LLC

$280 Million
Q2 2024

A detailed history of Prudent Man Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Prudent Man Advisors, LLC holds 20,381 shares of JPM stock, worth $4.51 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

20,381

Previous 19,592 4.03%

Holding current value

$4.51 Million

Previous $3.92 Million 5.05%

% of portfolio

1.47%

Previous 1.49%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $142,083 - $161,579	789 Added 4.03%	20,381 $4.12 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $193,824 - $232,348	-1,160 Reduced 5.59%	19,592 $3.92 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $91,862 - $115,293	677 Added 3.37%	20,752 $3.53 Million
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $384,805 - $424,546	2,687 Added 15.45%	20,075 $2.91 Million
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $53,919 - $61,521	-423 Reduced 2.37%	17,388 $2.53 Million
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $500,639 - $576,350	4,008 Added 29.04%	17,811 $2.32 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $182,916 - $247,284	1,794 Added 14.94%	13,803 $1.85 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $4,995 - $29,059	241 Added 2.05%	12,009 $1.26 Million
Q2 2022 Aug 05, 2022	SELL	$112.61 - $135.91 $15,765 - $19,027	-140 Reduced 1.18%	11,768 $1.33 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $700,774 - $920,019	5,462 Added 84.73%	11,908 $1.62 Million
Q4 2021 Feb 10, 2022	SELL	$153.94 - $171.78 $159,020 - $177,448	-1,033 Reduced 13.81%	6,446 $1.02 Million
Q3 2021 Nov 10, 2021	BUY	$146.97 - $166.98 $1,028 - $1,168	7 Added 0.09%	7,479 $1.22 Million
Q2 2021 Aug 03, 2021	SELL	$147.37 - $166.44 $3,536 - $3,994	-24 Reduced 0.32%	7,472 $1.16 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $35,935 - $45,087	286 Added 3.97%	7,496 $1.14 Million
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $30,699 - $40,408	-318 Reduced 4.22%	7,210 $916,000
Q3 2020 Nov 16, 2020	BUY	$91.28 - $103.82 $23,276 - $26,474	255 Added 3.51%	7,528 $725,000
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $611,150 - $825,121	7,273 New	7,273 $684,000

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $650B
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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Prudent Man Advisors, LLC Jpmorgan Chase & CO Transaction History