Punch & Associates Investment Management, Inc. Jpmorgan Chase & CO Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

A detailed history of Punch & Associates Investment Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Punch & Associates Investment Management, Inc. holds 58,130 shares of JPM stock, worth $14.4 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

58,130

Previous 71,556 18.76%

Holding current value

$14.4 Million

Previous $14.5 Million 15.34%

% of portfolio

0.73%

Previous 0.89%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $2.62 Million - $3.02 Million	-13,426 Reduced 18.76%	58,130 $12.3 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $31,694 - $36,043	176 Added 0.25%	71,556 $14.5 Million
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $1 Million - $1.2 Million	-5,993 Reduced 7.75%	71,380 $14.3 Million
Q4 2023 Feb 15, 2024	BUY	$135.69 - $170.3 $10.5 Million - $13.2 Million	77,373 New	77,373 $13.2 Million
Q3 2023 Oct 26, 2023	BUY	$143.21 - $158.0 $92,227 - $101,752	644 Added 0.84%	77,430 $11.2 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $138,304 - $157,802	-1,085 Reduced 1.39%	76,786 $11.2 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $46,216 - $53,206	-370 Reduced 0.47%	77,871 $10.1 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $141,418 - $191,184	1,387 Added 1.8%	78,241 $10.5 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $186 - $1,085	9 Added 0.01%	76,854 $8.03 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $75,448 - $91,059	-670 Reduced 0.86%	76,845 $8.65 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $292,395 - $383,874	2,279 Added 3.03%	77,515 $10.6 Million
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $25,861 - $28,859	168 Added 0.22%	75,236 $11.9 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $22,780 - $25,881	155 Added 0.21%	75,068 $12.3 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $11,936 - $13,481	-81 Reduced 0.11%	74,913 $11.7 Million
Q1 2021 May 18, 2021	BUY	$125.65 - $157.65 $159,198 - $199,742	1,267 Added 1.72%	74,994 $11.4 Million
Q4 2020 Feb 16, 2021	SELL	$96.54 - $127.07 $188,928 - $248,675	-1,957 Reduced 2.59%	73,727 $9.37 Million
Q3 2020 Nov 16, 2020	SELL	$91.28 - $103.82 $94,474 - $107,453	-1,035 Reduced 1.35%	75,684 $7.29 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $42,435 - $57,292	-505 Reduced 0.65%	76,719 $7.22 Million
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $88,750 - $158,444	1,123 Added 1.48%	77,224 $6.95 Million
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $220,509 - $274,896	-1,972 Reduced 2.53%	76,101 $10.6 Million
Q3 2019 Nov 14, 2019	SELL	$104.8 - $120.23 $110,040 - $126,241	-1,050 Reduced 1.33%	78,073 $9.19 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $100,977 - $112,055	965 Added 1.23%	79,123 $8.85 Million
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $104,587 - $115,443	1,077 Added 1.4%	78,158 $7.91 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $37,777 - $47,281	-410 Reduced 0.53%	77,081 $7.53 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $412,575 - $472,384	3,982 Added 5.42%	77,491 $8.74 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $186,554 - $206,522	1,807 Added 2.52%	73,509 $7.66 Million
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $187,053 - $207,609	-1,748 Reduced 2.38%	71,702 $7.89 Million
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $137,942 - $155,167	-1,439 Reduced 1.92%	73,450 $7.86 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $6.62 Million - $7.15 Million	74,889	74,889 $7.15 Million

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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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Punch & Associates Investment Management, Inc. Jpmorgan Chase & CO Transaction History