A detailed history of Sand Hill Global Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sand Hill Global Advisors, LLC holds 91,048 shares of JPM stock, worth $19.2 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
91,048
Previous 87,943 3.53%
Holding current value
$19.2 Million
Previous $17.6 Million 4.55%
% of portfolio
0.84%
Previous 0.84%

Shares

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

Aug 13, 2024

BUY
$180.08 - $204.79 $559,148 - $635,872
3,105 Added 3.53%
91,048 $18.4 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $652,653 - $782,371
-3,906 Reduced 4.25%
87,943 $17.6 Million
Q4 2023

Feb 09, 2024

SELL
$135.69 - $170.3 $43,963 - $55,177
-324 Reduced 0.35%
91,849 $15.6 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $156,242 - $172,378
-1,091 Reduced 1.17%
92,173 $13.4 Million
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $10,962 - $12,507
-86 Reduced 0.09%
93,264 $13.6 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $53,961 - $62,121
-432 Reduced 0.46%
93,350 $12.2 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $158,853 - $214,754
1,558 Added 1.69%
93,782 $12.6 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $14,428 - $83,923
-696 Reduced 0.75%
92,224 $9.64 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $302,920 - $365,597
2,690 Added 2.98%
92,920 $10.5 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $443,276 - $581,960
3,455 Added 3.98%
90,230 $12.3 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $135,775 - $151,509
882 Added 1.03%
86,775 $13.7 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $225,305 - $255,980
-1,533 Reduced 1.75%
85,893 $14.1 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $461,857 - $521,622
3,134 Added 3.72%
87,426 $13.6 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $492,422 - $617,830
3,919 Added 4.88%
84,292 $12.8 Million
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $140,369 - $184,759
1,454 Added 1.84%
80,373 $10.2 Million
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $118,481 - $134,758
1,298 Added 1.67%
78,919 $7.6 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $71,761 - $96,886
854 Added 1.11%
77,621 $7.3 Million
Q1 2020

May 14, 2020

SELL
$79.03 - $141.09 $45,205 - $80,703
-572 Reduced 0.74%
76,767 $6.91 Million
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $239,518 - $298,594
-2,142 Reduced 2.69%
77,339 $10.8 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $1.11 Million - $1.28 Million
10,624 Added 15.43%
79,481 $9.35 Million
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $52,633 - $58,408
503 Added 0.74%
68,857 $7.7 Million
Q1 2019

May 03, 2019

SELL
$97.11 - $107.19 $77,785 - $85,859
-801 Reduced 1.16%
68,354 $6.92 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $96,286 - $120,509
1,045 Added 1.53%
69,155 $6.75 Million
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $66,414 - $76,041
-641 Reduced 0.93%
68,110 $7.69 Million
Q2 2018

Aug 10, 2018

BUY
$103.24 - $114.29 $6.59 Million - $7.3 Million
63,846 Added 1301.65%
68,751 $7.16 Million
Q1 2018

May 10, 2018

SELL
$107.01 - $118.77 $6.66 Million - $7.39 Million
-62,234 Reduced 92.69%
4,905 $539,000
Q4 2017

Feb 13, 2018

SELL
$95.86 - $107.83 $279,431 - $314,324
-2,915 Reduced 4.16%
67,139 $7.18 Million
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $6.19 Million - $6.69 Million
70,054
70,054 $6.69 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 $617B
  • 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

Track Sand Hill Global Advisors, LLC Portfolio

Follow Sand Hill Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sand Hill Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sand Hill Global Advisors, LLC with notifications on news.