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 $2.1 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

8,394

Previous 66,554 87.39%

Holding current value

$2.1 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

4,615

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 $733B
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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Spearhead Capital Advisors, LLC Jpmorgan Chase & CO Transaction History