Simon Quick Advisors, LLC Jpmorgan Chase & CO Transaction History

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025

A detailed history of Simon Quick Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 52,680 shares of JPM stock, worth $16.3 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
52,680
Previous 30,882 70.58%
Holding current value
$16.3 Million
Previous $7.58 Million 101.61%
% of portfolio
0.62%
Previous 0.44%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$210.28 - $289.91 $4.58 Million - $6.32 Million
21,798 Added 70.58%
52,680 $15.3 Million
Q1 2025

Apr 15, 2025
BUY
$225.19 - $279.95 $1.16 Million - $1.44 Million
5,155 Added 20.04%
30,882 $7.58 Million
Q4 2024

Jan 17, 2025
BUY
$205.18 - $250.29 $494,278 - $602,948
2,409 Added 10.33%
25,727 $6.17 Million
Q3 2024

Oct 15, 2024
BUY
$194.9 - $224.8 $636,153 - $733,747
3,264 Added 16.28%
23,318 $4.91 Million
Q2 2024

Aug 02, 2024
SELL
$180.08 - $204.79 $208,712 - $237,351
-1,159 Reduced 5.46%
20,054 $4.06 Million
Q1 2024

Apr 19, 2024
BUY
$167.09 - $200.3 $662,846 - $794,590
3,967 Added 23.0%
21,213 $4.25 Million
Q4 2023

Jan 16, 2024
SELL
$135.69 - $170.3 $283,185 - $355,416
-2,087 Reduced 10.8%
17,246 $2.93 Million
Q3 2023

Oct 24, 2023
BUY
$143.21 - $158.0 $393,827 - $434,500
2,750 Added 16.58%
19,333 $2.8 Million
Q2 2023

Aug 01, 2023
SELL
$127.47 - $145.44 $360,867 - $411,740
-2,831 Reduced 14.58%
16,583 $2.41 Million
Q1 2023

May 15, 2023
BUY
$124.91 - $143.8 $557,598 - $641,923
4,464 Added 29.86%
19,414 $2.53 Million
Q4 2022

Jan 30, 2023
BUY
$101.96 - $137.84 $366,036 - $494,845
3,590 Added 31.6%
14,950 $2 Million
Q3 2022

Nov 07, 2022
BUY
$20.73 - $120.58 $71,124 - $413,709
3,431 Added 43.27%
11,360 $1.19 Million
Q2 2022

Aug 08, 2022
SELL
$112.61 - $135.91 $666,425 - $804,315
-5,918 Closed
0 $0
Q1 2022

May 05, 2022
SELL
$128.3 - $168.44 $748,887 - $983,184
-5,837 Reduced 49.66%
5,918 $807,000
Q4 2021

Feb 08, 2022
BUY
$153.94 - $171.78 $805,260 - $898,581
5,231 Added 80.18%
11,755 $1.86 Million
Q3 2021

Oct 27, 2021
BUY
$146.97 - $166.98 $109,639 - $124,567
746 Added 12.91%
6,524 $1.07 Million
Q2 2021

Jul 21, 2021
SELL
$147.37 - $166.44 $3,831 - $4,327
-26 Reduced 0.45%
5,778 $898,000
Q1 2021

May 06, 2021
BUY
$125.65 - $157.65 $53,149 - $66,685
423 Added 7.86%
5,804 $883,000
Q4 2020

Jan 27, 2021
BUY
$96.54 - $127.07 $153,208 - $201,660
1,587 Added 41.83%
5,381 $684,000
Q3 2020

Oct 26, 2020
SELL
$91.28 - $103.82 $6,298 - $7,163
-69 Reduced 1.79%
3,794 $365,000
Q2 2020

Aug 04, 2020
SELL
$84.03 - $113.45 $18,990 - $25,639
-226 Reduced 5.53%
3,863 $363,000
Q1 2020

Apr 09, 2020
SELL
$79.03 - $141.09 $169,756 - $303,061
-2,148 Reduced 34.44%
4,089 $368,000
Q4 2019

Jan 06, 2020
BUY
$111.82 - $139.4 $168,624 - $210,215
1,508 Added 31.89%
6,237 $869,000
Q3 2019

Oct 16, 2019
BUY
$104.8 - $120.23 $19,597 - $22,483
187 Added 4.12%
4,729 $557,000
Q2 2019

Aug 05, 2019
BUY
$104.64 - $116.12 $23,439 - $26,010
224 Added 5.19%
4,542 $0
Q1 2019

Apr 16, 2019
BUY
$97.11 - $107.19 $11,361 - $12,541
117 Added 2.79%
4,318 $437,000
Q4 2018

Jan 29, 2019
BUY
$92.14 - $115.32 $16,861 - $21,103
183 Added 4.55%
4,201 $410,000
Q3 2018

Oct 29, 2018
SELL
$103.61 - $118.63 $35,123 - $40,215
-339 Reduced 7.78%
4,018 $453,000
Q2 2018

Aug 10, 2018
SELL
$103.24 - $114.29 $130,082 - $144,005
-1,260 Reduced 22.43%
4,357 $454,000
Q1 2018

May 07, 2018
SELL
$107.01 - $118.77 $17,977 - $19,953
-168 Reduced 2.9%
5,617 $618,000
Q4 2017

Feb 13, 2018
SELL
$95.86 - $107.83 $620,981 - $698,522
-6,478 Reduced 52.83%
5,785 $669,000
Q3 2017

Nov 06, 2017
BUY
$88.42 - $95.51 $596,392 - $644,214
6,745 Added 122.24%
12,263 $1.17 Million
Q2 2017

Aug 11, 2017
BUY
N/A
5,518
5,518 $504,000

Others Institutions Holding JPM

# of Institutions
5,340
Shares Held
2.09B
Call Options Held
28.8M
Put Options Held
30.3M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $909B
  • 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
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