Raub Brock Capital Management LP Jpmorgan Chase & CO Transaction History

Raub Brock Capital Management LP

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	SELL	$127.47 - $145.44 $185,213 - $211,324	-1,453 Reduced 43.05%	1,922 $279,000
Q1 2023 Apr 19, 2023	SELL	$124.91 - $143.8 $50,463 - $58,095	-404 Reduced 10.69%	3,375 $439,000
Q2 2022 Jul 07, 2022	SELL	$112.61 - $135.91 $225,220 - $271,820	-2,000 Reduced 34.61%	3,779 $426,000
Q1 2022 Apr 13, 2022	BUY	$128.3 - $168.44 $277,128 - $363,830	2,160 Added 59.68%	5,779 $788,000
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $9,726 - $10,985	66 Added 1.86%	3,619 $563,000
Q1 2021 Apr 16, 2021	SELL	$125.65 - $157.65 $68,604 - $86,076	-546 Reduced 13.32%	3,553 $541,000
Q2 2020 Jul 14, 2020	BUY	$84.03 - $113.45 $126,045 - $170,175	1,500 Added 57.71%	4,099 $386,000
Q1 2020 Apr 21, 2020	BUY	$79.03 - $141.09 $15,806 - $28,218	200 Added 8.34%	2,599 $234,000
Q2 2019 Jul 23, 2019	BUY	$104.64 - $116.12 $251,031 - $278,571	2,399 New	2,399 $268,000
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $171,011 - $214,033	-1,856 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $192,300 - $220,177	1,856 New	1,856 $209,000
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $191,613 - $212,122	-1,856 Closed	0 $0
Q1 2018 Apr 16, 2018	BUY	$107.01 - $118.77 $198,610 - $220,437	1,856 New	1,856 $204,000

4,615

1.96B

29.8M

35.7M

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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