Seizert Capital Partners, LLC Jpmorgan Chase & CO Transaction History

Seizert Capital Partners, LLC

$2.1 Billion
Q1 2024

A detailed history of Seizert Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Seizert Capital Partners, LLC holds 368,222 shares of JPM stock, worth $74.5 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

368,222

Previous 364,466 1.03%

Holding current value

$74.5 Million

Previous $62 Million 18.97%

% of portfolio

3.51%

Previous 3.25%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$167.09 - $200.3 $627,590 - $752,326	3,756 Added 1.03%	368,222 $73.8 Million
Q4 2023 Feb 07, 2024	SELL	$135.69 - $170.3 $2.03 Million - $2.54 Million	-14,935 Reduced 3.94%	364,466 $62 Million
Q3 2023 Nov 06, 2023	BUY	$143.21 - $158.0 $834,627 - $920,824	5,828 Added 1.56%	379,401 $55 Million
Q2 2023 Jul 27, 2023	SELL	$127.47 - $145.44 $670,492 - $765,014	-5,260 Reduced 1.39%	373,573 $54.3 Million
Q1 2023 May 09, 2023	SELL	$124.91 - $143.8 $3.14 Million - $3.62 Million	-25,149 Reduced 6.23%	378,833 $49.4 Million

Q4 2022 Jan 30, 2023	SELL	$101.96 - $137.84 $789,272 - $1.07 Million	-7,741 Reduced 1.88%	403,982 $54.2 Million
Q3 2022 Nov 02, 2022	BUY	$20.73 - $120.58 $16,480 - $95,861	795 Added 0.19%	411,723 $43 Million
Q2 2022 Aug 04, 2022	BUY	$112.61 - $135.91 $1.27 Million - $1.53 Million	11,276 Added 2.82%	410,928 $46.3 Million
Q1 2022 May 03, 2022	SELL	$128.3 - $168.44 $854,862 - $1.12 Million	-6,663 Reduced 1.64%	399,652 $54.5 Million
Q4 2021 Feb 08, 2022	SELL	$153.94 - $171.78 $5.12 Million - $5.71 Million	-33,267 Reduced 7.57%	406,315 $64.3 Million
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $1.36 Million - $1.55 Million	9,255 Added 2.15%	439,582 $72 Million
Q2 2021 Aug 05, 2021	BUY	$147.37 - $166.44 $1.72 Million - $1.95 Million	11,698 Added 2.79%	430,327 $66.9 Million
Q1 2021 May 05, 2021	SELL	$125.65 - $157.65 $1.63 Million - $2.05 Million	-12,990 Reduced 3.01%	418,629 $63.7 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $4.9 Million - $6.45 Million	-50,734 Reduced 10.52%	431,619 $54.8 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $1.28 Million - $1.45 Million	13,974 Added 2.98%	482,353 $46.4 Million
Q2 2020 Aug 06, 2020	BUY	$84.03 - $113.45 $8.92 Million - $12 Million	106,211 Added 29.33%	468,379 $44.1 Million
Q1 2020 May 05, 2020	SELL	$79.03 - $141.09 $3.48 Million - $6.22 Million	-44,080 Reduced 10.85%	362,168 $32.6 Million
Q4 2019 Feb 10, 2020	SELL	$111.82 - $139.4 $2.1 Million - $2.62 Million	-18,768 Reduced 4.42%	406,248 $56.6 Million
Q3 2019 Nov 07, 2019	SELL	$104.8 - $120.23 $1.37 Million - $1.58 Million	-13,113 Reduced 2.99%	425,016 $50 Million
Q2 2019 Aug 06, 2019	SELL	$104.64 - $116.12 $3.5 Million - $3.88 Million	-33,412 Reduced 7.09%	438,129 $49 Million
Q1 2019 May 07, 2019	BUY	$97.11 - $107.19 $971,876 - $1.07 Million	10,008 Added 2.17%	471,541 $47.7 Million
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $470,835 - $589,285	5,110 Added 1.12%	461,533 $45.1 Million
Q3 2018 Nov 09, 2018	SELL	$103.61 - $118.63 $3.14 Million - $3.59 Million	-30,264 Reduced 6.22%	456,423 $51.5 Million
Q1 2018 May 10, 2018	SELL	$107.01 - $118.77 $2.64 Million - $2.93 Million	-24,671 Reduced 4.82%	486,687 $53.5 Million
Q4 2017 Feb 12, 2018	SELL	$95.86 - $107.83 $1.32 Million - $1.48 Million	-13,743 Reduced 2.62%	511,358 $54.7 Million
Q3 2017 Oct 31, 2017	SELL	$88.42 - $95.51 $3.74 Million - $4.04 Million	-42,280 Reduced 7.45%	525,101 $50.2 Million
Q2 2017 Aug 09, 2017	BUY	N/A	567,381	567,381 $51.9 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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Seizert Capital Partners, LLC Jpmorgan Chase & CO Transaction History