A detailed history of Relative Value Partners Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Relative Value Partners Group, LLC holds 45,966 shares of JPM stock, worth $11.2 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
45,966
Previous 10,385 342.62%
Holding current value
$11.2 Million
Previous $2.08 Million 346.97%
% of portfolio
1.24%
Previous 0.13%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $6.41 Million - $7.29 Million
35,581 Added 342.62%
45,966 $9.3 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $43,963 - $55,177
324 Added 3.22%
10,385 $1.77 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $382,513 - $422,018
2,671 Added 36.14%
10,061 $1.46 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $35,564 - $40,577
279 Added 3.92%
7,390 $1.07 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $78,068 - $89,875
-625 Reduced 8.08%
7,111 $926,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $225,433 - $304,764
2,211 Added 40.02%
7,736 $1.04 Million
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $114,533 - $666,204
5,525 New
5,525 $577,000
Q2 2022

Aug 11, 2022

SELL
$112.61 - $135.91 $555,617 - $670,579
-4,934 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $336,915 - $442,323
2,626 Added 113.78%
4,934 $673,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $73,191 - $83,156
-498 Reduced 17.75%
2,308 $378,000
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $16,652 - $18,807
113 Added 4.2%
2,806 $436,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $26,934 - $35,452
279 Added 11.56%
2,693 $342,000
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $220,349 - $250,621
2,414 New
2,414 $232,000
Q3 2017

Nov 09, 2017

SELL
$88.42 - $95.51 $416,458 - $449,852
-4,710 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
4,710
4,710 $430,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $713B
  • 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 ...
More about JPM
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