Salem Investment Counselors Inc Jpmorgan Chase & CO Transaction History

Salem Investment Counselors Inc

$3.24 Billion
Q3 2024

A detailed history of Salem Investment Counselors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Salem Investment Counselors Inc holds 233,282 shares of JPM stock, worth $55.4 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

233,282

Previous 230,449 1.23%

Holding current value

$55.4 Million

Previous $46.6 Million 5.49%

% of portfolio

1.52%

Previous 1.52%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $552,151 - $636,858	2,833 Added 1.23%	233,282 $49.2 Million
Q2 2024 Jul 11, 2024	SELL	$180.08 - $204.79 $169,095 - $192,297	-939 Reduced 0.41%	230,449 $46.6 Million
Q1 2024 Apr 11, 2024	BUY	$167.09 - $200.3 $735,530 - $881,720	4,402 Added 1.94%	231,388 $46.3 Million
Q4 2023 Jan 16, 2024	BUY	$135.69 - $170.3 $349,673 - $438,863	2,577 Added 1.15%	226,986 $38.6 Million
Q3 2023 Oct 04, 2023	BUY	$143.21 - $158.0 $383,229 - $422,808	2,676 Added 1.21%	224,409 $32.5 Million
Q2 2023 Jul 19, 2023	SELL	$127.47 - $145.44 $339,325 - $387,161	-2,662 Reduced 1.19%	221,733 $32.2 Million
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $924,958 - $1.06 Million	7,405 Added 3.41%	224,395 $29.2 Million
Q4 2022 Feb 15, 2023	BUY	$101.96 - $137.84 $262,954 - $355,489	2,579 Added 1.2%	216,990 $29.1 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $145,110 - $844,060	7,000 Added 3.37%	214,411 $22.4 Million
Q2 2022 Aug 17, 2022	BUY	$112.61 - $135.91 $1.08 Million - $1.3 Million	9,585 Added 4.85%	207,411 $23.4 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $39,901 - $52,384	311 Added 0.16%	197,826 $27 Million
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $649,626 - $724,911	4,220 Added 2.18%	197,515 $31.3 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $899,015 - $1.02 Million	6,117 Added 3.27%	193,295 $31.6 Million
Q2 2021 Aug 17, 2021	BUY	$147.37 - $166.44 $1.26 Million - $1.42 Million	8,532 Added 4.78%	187,178 $29.1 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $628,752 - $788,880	5,004 Added 2.88%	178,646 $27.2 Million
Q4 2020 Feb 17, 2021	BUY	$96.54 - $127.07 $287,109 - $377,906	2,974 Added 1.74%	173,642 $22.1 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $12,596 - $14,327	-138 Reduced 0.08%	170,668 $16.4 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $58,736 - $79,301	699 Added 0.41%	170,806 $16.1 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $56,901 - $101,584	720 Added 0.43%	170,107 $15.3 Million
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $57,475 - $71,651	-514 Reduced 0.3%	169,387 $23.6 Million
Q3 2019 Nov 13, 2019	BUY	$104.8 - $120.23 $175,540 - $201,385	1,675 Added 1.0%	169,901 $20 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $749,745 - $831,999	7,165 Added 4.45%	168,226 $18.8 Million
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $617,134 - $681,192	-6,355 Reduced 3.8%	161,061 $18.2 Million
Q4 2018 Feb 15, 2019	BUY	$92.14 - $115.32 $585,549 - $732,858	6,355 Added 3.95%	167,416 $16.3 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $38,439 - $44,011	371 Added 0.23%	161,061 $18.2 Million
Q2 2018 Aug 15, 2018	BUY	$103.24 - $114.29 $271,830 - $300,925	2,633 Added 1.67%	160,690 $16.7 Million
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $96,201 - $106,774	899 Added 0.57%	158,057 $17.1 Million
Q4 2017 Feb 16, 2018	SELL	$95.86 - $107.83 $279,911 - $314,863	-2,920 Reduced 1.82%	157,158 $16.8 Million
Q3 2017 Nov 16, 2017	BUY	$88.42 - $95.51 $14.2 Million - $15.3 Million	160,078	160,078 $15.4 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Salem Investment Counselors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Salem Investment Counselors Inc with notifications on news.

Account

Salem Investment Counselors Inc Jpmorgan Chase & CO Transaction History