A detailed history of Richard Pzena (Pzena Investment Management LLC) transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pzena Investment Management LLC holds 884,350 shares of JPM stock, worth $210 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
884,350
Previous 960,532 7.93%
Holding current value
$210 Million
Previous $194 Million 4.05%
% of portfolio
0.62%
Previous 0.69%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$194.9 - $224.8 $14.8 Million - $17.1 Million
-76,182 Reduced 7.93%
884,350 $186 Million
Q2 2024

Aug 02, 2024

SELL
$180.08 - $204.79 $63.8 Million - $72.5 Million
-354,223 Reduced 26.94%
960,532 $194 Million
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $75.8 Million - $90.8 Million
-453,519 Reduced 25.65%
1,314,755 $263 Million
Q4 2023

Feb 09, 2024

SELL
$135.69 - $170.3 $1.94 Million - $2.44 Million
-14,331 Reduced 0.8%
1,768,274 $301 Million
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $2.31 Million - $2.54 Million
-16,107 Reduced 0.9%
1,782,605 $259 Million
Q2 2023

Aug 04, 2023

SELL
$127.47 - $145.44 $7.6 Million - $8.67 Million
-59,640 Reduced 3.21%
1,798,712 $262 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $7.05 Million - $8.12 Million
-56,433 Reduced 2.95%
1,858,352 $242 Million
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $235,221 - $317,996
2,307 Added 0.12%
1,914,785 $257 Million
Q3 2022

Nov 04, 2022

SELL
$20.73 - $120.58 $446,482 - $2.6 Million
-21,538 Reduced 1.11%
1,912,478 $200 Million
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $20.9 Million - $25.2 Million
185,185 Added 10.59%
1,934,016 $218 Million
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $565,674 - $742,651
4,409 Added 0.25%
1,748,831 $238 Million
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $4.34 Million - $4.84 Million
28,183 Added 1.64%
1,744,422 $276 Million
Q3 2021

Nov 05, 2021

BUY
$146.97 - $166.98 $4.77 Million - $5.41 Million
32,425 Added 1.93%
1,716,239 $281 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $1.19 Million - $1.35 Million
8,103 Added 0.48%
1,683,814 $262 Million
Q1 2021

May 07, 2021

SELL
$125.65 - $157.65 $18.8 Million - $23.6 Million
-149,944 Reduced 8.21%
1,675,711 $255 Million
Q4 2020

Feb 05, 2021

SELL
$96.54 - $127.07 $951,015 - $1.25 Million
-9,851 Reduced 0.54%
1,825,655 $232 Million
Q3 2020

Oct 30, 2020

SELL
$91.28 - $103.82 $19.9 Million - $22.7 Million
-218,550 Reduced 10.64%
1,835,506 $177 Million
Q2 2020

Jul 31, 2020

SELL
$84.03 - $113.45 $2.75 Million - $3.71 Million
-32,717 Reduced 1.57%
2,054,056 $193 Million
Q1 2020

May 01, 2020

BUY
$79.03 - $141.09 $6.46 Million - $11.5 Million
81,789 Added 4.08%
2,086,773 $188 Million
Q4 2019

Feb 07, 2020

SELL
$111.82 - $139.4 $34.9 Million - $43.5 Million
-311,988 Reduced 13.47%
2,004,984 $279 Million
Q3 2019

Nov 01, 2019

SELL
$104.8 - $120.23 $15.1 Million - $17.3 Million
-143,662 Reduced 5.84%
2,316,972 $273 Million
Q2 2019

Aug 02, 2019

SELL
$104.64 - $116.12 $45.9 Million - $50.9 Million
-438,211 Reduced 15.12%
2,460,634 $275 Million
Q1 2019

May 03, 2019

SELL
$97.11 - $107.19 $20.4 Million - $22.5 Million
-210,031 Reduced 6.76%
2,898,845 $293 Million
Q4 2018

Feb 08, 2019

SELL
$92.14 - $115.32 $25.4 Million - $31.8 Million
-275,326 Reduced 8.14%
3,108,876 $303 Million
Q3 2018

Nov 09, 2018

BUY
$103.61 - $118.63 $364,292 - $417,103
3,516 Added 0.1%
3,384,202 $382 Million
Q2 2018

Aug 03, 2018

SELL
$103.24 - $114.29 $22.6 Million - $25 Million
-219,128 Reduced 6.09%
3,380,686 $352 Million
Q1 2018

May 04, 2018

SELL
$107.01 - $118.77 $30.4 Million - $33.7 Million
-284,019 Reduced 7.31%
3,599,814 $396 Million
Q4 2017

Feb 09, 2018

SELL
$95.86 - $107.83 $21.8 Million - $24.6 Million
-227,899 Reduced 5.54%
3,883,833 $415 Million
Q3 2017

Nov 03, 2017

BUY
$88.42 - $95.51 $364 Million - $393 Million
4,111,732
4,111,732 $393 Million

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 $697B
  • 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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