Richard Bernstein Advisors LLC Jpmorgan Chase & CO Transaction History

Richard Bernstein Advisors LLC

$4.11 Billion
Q1 2025

A detailed history of Richard Bernstein Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Richard Bernstein Advisors LLC holds 56,524 shares of JPM stock, worth $13.8 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

56,524

Previous 26,995 109.39%

Holding current value

$13.8 Million

Previous $6.47 Million 114.3%

% of portfolio

0.34%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$225.19 - $279.95 $6.65 Million - $8.27 Million	29,529 Added 109.39%	56,524 $13.9 Million
Q3 2024 Nov 08, 2024	SELL	$194.9 - $224.8 $352,574 - $406,663	-1,809 Reduced 6.28%	26,995 $5.69 Million
Q1 2024 May 09, 2024	BUY	$167.09 - $200.3 $3,007 - $3,605	18 Added 0.06%	28,804 $5.77 Million
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $6.25 Million - $7.13 Million	-48,994 Reduced 62.99%	28,786 $4.19 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $139,284 - $810,177	-6,719 Reduced 7.95%	77,780 $8.13 Million
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $3,716 - $4,485	33 Added 0.04%	84,499 $9.52 Million
Q4 2021 Feb 11, 2022	SELL	$153.94 - $171.78 $1.8 Million - $2.01 Million	-11,689 Reduced 12.16%	84,466 $13.4 Million
Q3 2021 Nov 09, 2021	BUY	$146.97 - $166.98 $797,606 - $906,200	5,427 Added 5.98%	96,155 $15.7 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $691,326 - $867,390	5,502 Added 6.46%	90,728 $13.8 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $587,117 - $792,675	-6,987 Reduced 7.58%	85,226 $8.02 Million
Q2 2019 Aug 09, 2019	SELL	$104.64 - $116.12 $979,430 - $1.09 Million	-9,360 Reduced 9.22%	92,213 $10.3 Million
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $3.93 Million - $4.34 Million	-40,479 Reduced 28.5%	101,573 $10.3 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $996,935 - $1.14 Million	-9,622 Reduced 6.34%	142,052 $16 Million
Q2 2018 Aug 10, 2018	BUY	$103.24 - $114.29 $884,250 - $978,893	8,565 Added 5.98%	151,674 $15.8 Million
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $913,544 - $1.01 Million	-8,537 Reduced 5.63%	143,109 $15.7 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $1.67 Million - $1.88 Million	17,444 Added 13.0%	151,646 $16.2 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $11.9 Million - $12.8 Million	134,202	134,202 $12.8 Million

Others Institutions Holding JPM

# of Institutions

5,122

Shares Held

Call Options Held

29.3M

Put Options Held

31.4M

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 $718B
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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Richard Bernstein Advisors LLC Jpmorgan Chase & CO Transaction History