Spearhead Capital Advisors, LLC Jpmorgan Chase & CO Transaction History

Spearhead Capital Advisors, LLC

$92.3 Million
Q3 2022

A detailed history of Spearhead Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Spearhead Capital Advisors, LLC holds 8,394 shares of JPM stock, worth $2.02 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

8,394

Previous 66,554 87.39%

Holding current value

$2.02 Million

Previous $7.5 Million 88.3%

% of portfolio

0.95%

Previous 1.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $1.21 Million - $7.01 Million	-58,160 Reduced 87.39%	8,394 $877,000
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $246,953 - $298,050	2,193 Added 3.41%	66,554 $7.5 Million
Q1 2022 Apr 28, 2022	BUY	$128.3 - $168.44 $391,699 - $514,247	3,053 Added 4.98%	64,361 $8.77 Million
Q4 2021 Jan 25, 2022	BUY	$153.94 - $171.78 $189,192 - $211,117	1,229 Added 2.05%	61,308 $9.71 Million
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $422,979 - $480,568	2,878 Added 5.03%	60,079 $9.83 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $67,348 - $76,063	457 Added 0.81%	57,201 $8.9 Million
Q1 2021 Apr 28, 2021	SELL	$125.65 - $157.65 $92,352 - $115,872	-735 Reduced 1.28%	56,744 $8.64 Million
Q4 2020 Feb 02, 2021	BUY	$96.54 - $127.07 $506,255 - $666,355	5,244 Added 10.04%	57,479 $7.3 Million
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $120,946 - $137,561	1,325 Added 2.6%	52,235 $5.03 Million
Q2 2020 Jul 16, 2020	BUY	$84.03 - $113.45 $277,467 - $374,611	3,302 Added 6.94%	50,910 $4.79 Million
Q1 2020 Apr 17, 2020	BUY	$79.03 - $141.09 $663,852 - $1.19 Million	8,400 Added 21.42%	47,608 $4.29 Million
Q4 2019 Feb 06, 2020	BUY	$111.82 - $139.4 $130,046 - $162,122	1,163 Added 3.06%	39,208 $5.47 Million
Q3 2019 Oct 21, 2019	BUY	$104.8 - $120.23 $89,813 - $103,037	857 Added 2.3%	38,045 $4.48 Million
Q2 2019 Jul 17, 2019	BUY	$104.64 - $116.12 $273,842 - $303,886	2,617 Added 7.57%	37,188 $4.16 Million
Q1 2019 Apr 23, 2019	BUY	$97.11 - $107.19 $550,225 - $607,338	5,666 Added 19.6%	34,571 $3.5 Million
Q4 2018 Feb 07, 2019	SELL	$92.14 - $115.32 $110,107 - $137,807	-1,195 Reduced 3.97%	28,905 $2.82 Million
Q3 2018 Oct 11, 2018	BUY	$103.61 - $118.63 $14,816 - $16,964	143 Added 0.48%	30,100 $3.47 Million
Q2 2018 Jul 25, 2018	BUY	$103.24 - $114.29 $28,391 - $31,429	275 Added 0.93%	29,957 $3.12 Million
Q1 2018 Apr 12, 2018	BUY	$107.01 - $118.77 $447,301 - $496,458	4,180 Added 16.39%	29,682 $3.26 Million
Q4 2017 Jan 23, 2018	BUY	$95.86 - $107.83 $2.44 Million - $2.75 Million	25,502	25,502 $2.73 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $708B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spearhead Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spearhead Capital Advisors, LLC with notifications on news.

Account

Spearhead Capital Advisors, LLC Jpmorgan Chase & CO Transaction History