Santori & Peters, Inc. Jpmorgan Chase & CO Transaction History

Santori & Peters, Inc.

$231 Million
Q1 2024

A detailed history of Santori & Peters, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Santori & Peters, Inc. holds 3,797 shares of JPM stock, worth $767,981. This represents 0.33% of its overall portfolio holdings.

Number of Shares

3,797

Previous 3,786 0.29%

Holding current value

$767,981

Previous $643,000 18.2%

% of portfolio

0.33%

Previous 0.31%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$167.09 - $200.3 $1,837 - $2,203	11 Added 0.29%	3,797 $760,000
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $1,899 - $2,384	14 Added 0.37%	3,786 $643,000
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $1,575 - $1,738	11 Added 0.29%	3,772 $547,000
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $1,657 - $1,890	13 Added 0.35%	3,761 $546,000
Q1 2023 Apr 19, 2023	BUY	$124.91 - $143.8 $1,623 - $1,869	13 Added 0.35%	3,748 $488,000

Q4 2022 Jan 26, 2023	SELL	$101.96 - $137.84 $32,525 - $43,970	-319 Reduced 7.87%	3,735 $0
Q3 2022 Oct 14, 2022	BUY	$20.73 - $120.58 $331 - $1,929	16 Added 0.4%	4,054 $423,000
Q2 2022 Jul 13, 2022	SELL	$112.61 - $135.91 $87,948 - $106,145	-781 Reduced 16.21%	4,038 $454,000
Q1 2022 Apr 28, 2022	SELL	$128.3 - $168.44 $48,882 - $64,175	-381 Reduced 7.33%	4,819 $656,000
Q4 2021 Jan 14, 2022	BUY	$153.94 - $171.78 $2,924 - $3,263	19 Added 0.37%	5,200 $823,000
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $2,645 - $3,005	18 Added 0.35%	5,181 $848,000
Q2 2021 Jul 21, 2021	SELL	$147.37 - $166.44 $5,600 - $6,324	-38 Reduced 0.73%	5,163 $803,000
Q1 2021 Apr 28, 2021	SELL	$125.65 - $157.65 $8,795 - $11,035	-70 Reduced 1.33%	5,201 $791,000
Q4 2020 Jan 13, 2021	BUY	$96.54 - $127.07 $3,282 - $4,320	34 Added 0.65%	5,271 $716,000
Q3 2020 Nov 04, 2020	BUY	$91.28 - $103.82 $478,033 - $543,705	5,237 New	5,237 $504,000
Q3 2020 Oct 16, 2020	SELL	$91.28 - $103.82 $474,747 - $539,967	-5,201 Closed	0 $0
Q2 2020 Jul 07, 2020	SELL	$84.03 - $113.45 $13,108 - $17,698	-156 Reduced 2.91%	5,201 $489,000
Q1 2020 Apr 27, 2020	SELL	$79.03 - $141.09 $9,799 - $17,495	-124 Reduced 2.26%	5,357 $482,000
Q4 2019 Jan 09, 2020	BUY	$111.82 - $139.4 $2,907 - $3,624	26 Added 0.48%	5,481 $764,000
Q3 2019 Oct 15, 2019	BUY	$104.8 - $120.23 $7,126 - $8,175	68 Added 1.26%	5,455 $642,000
Q2 2019 Jul 30, 2019	BUY	$104.64 - $116.12 $107,465 - $119,255	1,027 Added 23.56%	5,387 $602,000
Q1 2019 Apr 30, 2019	SELL	$97.11 - $107.19 $101,479 - $112,013	-1,045 Reduced 19.33%	4,360 $441,000
Q4 2018 Feb 06, 2019	BUY	$92.14 - $115.32 $97,484 - $122,008	1,058 Added 24.34%	5,405 $527,000
Q3 2018 Oct 10, 2018	BUY	$103.61 - $118.63 $30,046 - $34,402	290 Added 7.15%	4,347 $490,000
Q4 2017 Feb 12, 2018	BUY	$95.86 - $107.83 $388,904 - $437,466	4,057	4,057 $446,000

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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Santori & Peters, Inc. Jpmorgan Chase & CO Transaction History