Rothschild Capital Partners, LLC Jpmorgan Chase & CO Transaction History

Rothschild Capital Partners, LLC

$344 Million
Q1 2024

A detailed history of Rothschild Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rothschild Capital Partners, LLC holds 104,181 shares of JPM stock, worth $21.1 Million. This represents 6.06% of its overall portfolio holdings.

Number of Shares

104,181

Previous 104,181 -0.0%

Holding current value

$21.1 Million

Previous $17.7 Million 17.75%

% of portfolio

6.06%

Previous 6.18%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $140,303 - $176,090	1,034 Added 1.0%	104,181 $17.7 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $5,620 - $6,471	45 Added 0.04%	103,147 $13.4 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $4,384 - $5,927	43 Added 0.04%	103,102 $13.8 Million
Q1 2022 May 04, 2022	SELL	$128.3 - $168.44 $547,456 - $718,733	-4,267 Reduced 3.98%	103,059 $14 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $337,590 - $376,713	2,193 Added 2.09%	107,326 $17 Million

Q3 2021 Nov 02, 2021	SELL	$146.97 - $166.98 $50,704 - $57,608	-345 Reduced 0.33%	105,133 $17.2 Million
Q2 2021 Jul 30, 2021	SELL	$147.37 - $166.44 $460,531 - $520,125	-3,125 Reduced 2.88%	105,478 $16.4 Million
Q1 2021 May 03, 2021	SELL	$125.65 - $157.65 $33,799 - $42,407	-269 Reduced 0.25%	108,603 $16.5 Million
Q4 2020 Jan 29, 2021	BUY	$96.54 - $127.07 $218,180 - $287,178	2,260 Added 2.12%	108,872 $13.8 Million
Q2 2020 Aug 05, 2020	BUY	$84.03 - $113.45 $364,690 - $492,373	4,340 Added 4.24%	106,612 $10 Million
Q4 2019 Jan 24, 2020	SELL	$111.82 - $139.4 $86,548 - $107,895	-774 Reduced 0.75%	102,272 $14.3 Million
Q1 2019 May 07, 2019	SELL	$97.11 - $107.19 $60,693 - $66,993	-625 Reduced 0.6%	103,046 $10.4 Million
Q4 2018 Jan 29, 2019	BUY	$92.14 - $115.32 $56,205 - $70,345	610 Added 0.59%	103,671 $10.1 Million
Q2 2018 Aug 13, 2018	SELL	$103.24 - $114.29 $741,159 - $820,487	-7,179 Reduced 6.51%	103,061 $10.7 Million
Q1 2018 May 03, 2018	SELL	$107.01 - $118.77 $43,339 - $48,101	-405 Reduced 0.37%	110,240 $12.1 Million
Q4 2017 Jan 31, 2018	SELL	$95.86 - $107.83 $93,655 - $105,349	-977 Reduced 0.88%	110,645 $11.8 Million
Q3 2017 Oct 31, 2017	SELL	$88.42 - $95.51 $815,143 - $880,506	-9,219 Reduced 7.63%	111,622 $10.7 Million
Q1 2017 Sep 06, 2018	BUY	N/A	592 Added 0.49%	120,841 $10.6 Million
Q4 2016 Sep 06, 2018	SELL	N/A	-4,800 Reduced 3.84%	120,249 $10.4 Million
Q3 2016 Sep 06, 2018	SELL	N/A	-521 Reduced 0.41%	125,049 $8.33 Million
Q2 2016 Sep 06, 2018	BUY	N/A	15,670 Added 14.26%	125,570 $7.8 Million
Q1 2016 Sep 06, 2018	BUY	N/A	109,900	109,900 $6.51 Million

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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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Rothschild Capital Partners, LLC Jpmorgan Chase & CO Transaction History