Shufro Rose & CO LLC Jpmorgan Chase & CO Transaction History

Shufro Rose & CO LLC

$1.08 Billion
Q1 2025

A detailed history of Shufro Rose & CO LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Shufro Rose & CO LLC holds 119,014 shares of JPM stock, worth $30.9 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares

119,014

Previous 121,869 2.34%

Holding current value

$30.9 Million

Previous $29.2 Million 0.07%

% of portfolio

2.69%

Previous 2.47%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$225.19 - $279.95 $642,917 - $799,257	-2,855 Reduced 2.34%	119,014 $29.2 Million
Q4 2024 Feb 25, 2025	SELL	$205.18 - $250.29 $499,613 - $609,456	-2,435 Reduced 1.96%	121,869 $29.2 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $84,457 - $96,046	-469 Reduced 0.38%	124,304 $25.1 Million
Q1 2024 May 08, 2024	SELL	$167.09 - $200.3 $10.5 Million - $12.6 Million	-62,708 Reduced 33.45%	124,773 $25 Million
Q4 2023 Feb 05, 2024	SELL	$135.69 - $170.3 $161,199 - $202,316	-1,188 Reduced 0.63%	187,481 $31.9 Million
Q3 2023 Oct 25, 2023	SELL	$143.21 - $158.0 $488,775 - $539,254	-3,413 Reduced 1.78%	188,669 $27.4 Million
Q2 2023 Aug 02, 2023	SELL	$127.47 - $145.44 $301,084 - $343,529	-2,362 Reduced 1.21%	192,082 $27.9 Million
Q1 2023 Apr 19, 2023	SELL	$124.91 - $143.8 $363,862 - $418,889	-2,913 Reduced 1.48%	194,444 $25.3 Million
Q4 2022 Jan 25, 2023	BUY	$101.96 - $137.84 $67,293 - $90,974	660 Added 0.34%	197,357 $0
Q3 2022 Oct 24, 2022	SELL	$20.73 - $120.58 $52,156 - $303,379	-2,516 Reduced 1.26%	196,697 $20.6 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $284,452 - $343,308	2,526 Added 1.28%	199,213 $22.4 Million
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $509,351 - $668,706	-3,970 Reduced 1.98%	196,687 $26.8 Million
Q4 2021 Jan 27, 2022	SELL	$153.94 - $171.78 $60,652 - $67,681	-394 Reduced 0.2%	200,657 $31.8 Million
Q3 2021 Nov 05, 2021	BUY	$146.97 - $166.98 $508,957 - $578,251	3,463 Added 1.75%	201,051 $32.9 Million
Q2 2021 Jul 28, 2021	SELL	$147.37 - $166.44 $465,247 - $525,451	-3,157 Reduced 1.57%	197,588 $30.7 Million
Q1 2021 Apr 28, 2021	SELL	$125.65 - $157.65 $107,556 - $134,948	-856 Reduced 0.42%	200,745 $30.6 Million
Q4 2020 Feb 03, 2021	SELL	$96.54 - $127.07 $205,147 - $270,023	-2,125 Reduced 1.04%	201,601 $25.6 Million
Q3 2020 Oct 27, 2020	SELL	$91.28 - $103.82 $247,733 - $281,767	-2,714 Reduced 1.31%	203,726 $19.6 Million
Q2 2020 Aug 06, 2020	BUY	$84.03 - $113.45 $3.55 Million - $4.8 Million	42,285 Added 25.76%	206,440 $19.4 Million
Q1 2020 Apr 22, 2020	SELL	$79.03 - $141.09 $337,932 - $603,300	-4,276 Reduced 2.54%	164,155 $14.8 Million
Q4 2019 Jan 28, 2020	SELL	$111.82 - $139.4 $378,398 - $471,729	-3,384 Reduced 1.97%	168,431 $23.5 Million
Q3 2019 Oct 30, 2019	SELL	$104.8 - $120.23 $14,776 - $16,952	-141 Reduced 0.08%	171,815 $20.2 Million
Q2 2019 Jul 24, 2019	BUY	$104.64 - $116.12 $86,223 - $95,682	824 Added 0.48%	171,956 $19.2 Million
Q1 2019 May 03, 2019	SELL	$97.11 - $107.19 $3.53 Million - $3.89 Million	-36,333 Reduced 17.51%	171,132 $17.3 Million
Q4 2018 Feb 01, 2019	SELL	$92.14 - $115.32 $236,984 - $296,603	-2,572 Reduced 1.22%	207,465 $20.3 Million
Q3 2018 Oct 26, 2018	SELL	$103.61 - $118.63 $406,980 - $465,978	-3,928 Reduced 1.84%	210,037 $23.7 Million
Q2 2018 Jul 27, 2018	SELL	$103.24 - $114.29 $356,487 - $394,643	-3,453 Reduced 1.59%	213,965 $22.3 Million
Q1 2018 May 04, 2018	SELL	$107.01 - $118.77 $37,132 - $41,213	-347 Reduced 0.16%	217,418 $23.9 Million
Q4 2017 Feb 06, 2018	SELL	$95.86 - $107.83 $201,210 - $226,335	-2,099 Reduced 0.95%	217,765 $23.3 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $19.4 Million - $21 Million	219,864	219,864 $21 Million

Others Institutions Holding JPM

# of Institutions

5,149

Shares Held

1.99B

Call Options Held

28.1M

Put Options Held

28.8M

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 $763B
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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Shufro Rose & CO LLC Jpmorgan Chase & CO Transaction History