Shulman De Meo Asset Management LLC Jpmorgan Chase & CO Transaction History

Shulman De Meo Asset Management LLC

$406 Million
Q3 2024

A detailed history of Shulman De Meo Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Shulman De Meo Asset Management LLC holds 4,559 shares of JPM stock, worth $1.14 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

4,559

Previous 4,578 0.42%

Holding current value

$1.14 Million

Previous $925,000 3.78%

% of portfolio

0.24%

Previous 0.24%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$194.9 - $224.8 $3,703 - $4,271	-19 Reduced 0.42%	4,559 $960,000
Q2 2024 Jul 17, 2024	BUY	$180.08 - $204.79 $19,628 - $22,322	109 Added 2.44%	4,578 $925,000
Q1 2024 Apr 15, 2024	SELL	$167.09 - $200.3 $668 - $801	-4 Reduced 0.09%	4,469 $895,000
Q4 2023 Jan 11, 2024	BUY	$135.69 - $170.3 $22,795 - $28,610	168 Added 3.9%	4,473 $760,000
Q3 2023 Oct 19, 2023	SELL	$143.21 - $158.0 $4,582 - $5,056	-32 Reduced 0.74%	4,305 $624,000
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $6,118 - $6,981	48 Added 1.12%	4,337 $630,000
Q1 2023 Apr 14, 2023	BUY	$124.91 - $143.8 $1,498 - $1,725	12 Added 0.28%	4,289 $558,000
Q4 2022 Jan 23, 2023	SELL	$101.96 - $137.84 $509 - $689	-5 Reduced 0.12%	4,277 $0
Q3 2022 Oct 18, 2022	SELL	$20.73 - $120.58 $248 - $1,446	-12 Reduced 0.28%	4,282 $447,000
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $11,936 - $14,406	106 Added 2.53%	4,294 $484,000
Q1 2022 Apr 27, 2022	BUY	$128.3 - $168.44 $25,018 - $32,845	195 Added 4.88%	4,188 $571,000
Q4 2021 Jan 28, 2022	BUY	$153.94 - $171.78 $614,682 - $685,917	3,993 New	3,993 $632,000
Q3 2021 Oct 26, 2021	SELL	$146.97 - $166.98 $539,673 - $613,150	-3,672 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$147.37 - $166.44 $13,705 - $15,478	-93 Reduced 2.47%	3,672 $571,000
Q1 2021 Apr 26, 2021	SELL	$125.65 - $157.65 $576,607 - $723,455	-4,589 Reduced 54.93%	3,765 $573,000
Q4 2020 Jan 13, 2021	BUY	$96.54 - $127.07 $99,532 - $131,009	1,031 Added 14.08%	8,354 $1.06 Million
Q3 2020 Nov 02, 2020	BUY	$91.28 - $103.82 $6,115 - $6,955	67 Added 0.92%	7,323 $705,000
Q2 2020 Jul 21, 2020	BUY	$84.03 - $113.45 $89,323 - $120,597	1,063 Added 17.16%	7,256 $682,000
Q1 2020 Apr 10, 2020	BUY	$79.03 - $141.09 $88,908 - $158,726	1,125 Added 22.2%	6,193 $558,000
Q4 2019 Jan 15, 2020	BUY	$111.82 - $139.4 $30,526 - $38,056	273 Added 5.69%	5,068 $706,000
Q3 2019 Oct 30, 2019	BUY	$104.8 - $120.23 $9,012 - $10,339	86 Added 1.83%	4,795 $564,000
Q2 2019 Jul 18, 2019	BUY	$104.64 - $116.12 $15,696 - $17,418	150 Added 3.29%	4,709 $526,000
Q1 2019 May 01, 2019	BUY	$97.11 - $107.19 $27,287 - $30,120	281 Added 6.57%	4,559 $461,000
Q4 2018 Feb 07, 2019	BUY	$92.14 - $115.32 $394,174 - $493,338	4,278 New	4,278 $418,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

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 $732B
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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Shulman De Meo Asset Management LLC Jpmorgan Chase & CO Transaction History