A detailed history of Spears Abacus Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Spears Abacus Advisors LLC holds 286,134 shares of JPM stock, worth $62.9 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
286,134
Previous 288,267 0.74%
Holding current value
$62.9 Million
Previous $57.7 Million 0.23%
% of portfolio
1.25%
Previous 1.24%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $384,110 - $436,817
-2,133 Reduced 0.74%
286,134 $57.9 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $11.4 Million - $13.7 Million
68,459 Added 31.14%
288,267 $57.7 Million
Q3 2023

Nov 21, 2023

SELL
$143.21 - $158.0 $140,059 - $154,524
-978 Reduced 0.44%
219,808 $31.9 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $121,606 - $138,749
954 Added 0.43%
220,786 $32.1 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $112,918 - $129,995
904 Added 0.41%
219,832 $28.6 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $3.42 Million - $4.62 Million
-33,497 Reduced 13.27%
218,928 $29.4 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $5.23 Million - $30.4 Million
252,425 New
252,425 $26.4 Million
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $1.43 Million - $1.73 Million
12,732 Added 5.29%
253,460 $28.5 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $442,378 - $580,781
3,448 Added 1.45%
240,728 $32.8 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $142,086 - $158,552
923 Added 0.39%
237,280 $37.6 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $260,430 - $295,888
1,772 Added 0.76%
236,357 $38.7 Million
Q2 2021

Aug 09, 2021

SELL
$147.37 - $166.44 $624,701 - $705,539
-4,239 Reduced 1.77%
234,585 $36.5 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $22,993 - $28,849
-183 Reduced 0.08%
238,824 $36.4 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $148,188 - $195,052
-1,535 Reduced 0.64%
239,007 $30.4 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $22 Million - $25 Million
240,542 New
240,542 $23.2 Million
Q2 2020

Aug 12, 2020

SELL
$84.03 - $113.45 $90,164 - $121,731
-1,073 Reduced 0.44%
241,237 $22.7 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $1.1 Million - $1.96 Million
13,881 Added 6.08%
242,310 $21.8 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $51,660 - $64,402
462 Added 0.2%
228,429 $31.8 Million
Q3 2019

Nov 14, 2019

SELL
$104.8 - $120.23 $24.2 Million - $27.8 Million
-230,931 Closed
0 $0
Q2 2019

Aug 09, 2019

SELL
$104.64 - $116.12 $125,568 - $139,344
-1,200 Reduced 0.52%
230,931 $25.8 Million
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $22.5 Million - $24.9 Million
232,131 New
232,131 $23.5 Million
Q4 2018

Feb 13, 2019

SELL
$92.14 - $115.32 $2.14 Million - $2.68 Million
-23,243 Reduced 9.24%
228,307 $22.3 Million
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $287,414 - $329,079
-2,774 Reduced 1.09%
251,550 $28.4 Million
Q2 2018

Aug 10, 2018

BUY
$103.24 - $114.29 $1.16 Million - $1.29 Million
11,244 Added 4.63%
254,324 $26.5 Million
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $109,150 - $121,145
-1,020 Reduced 0.42%
243,080 $26.7 Million
Q4 2017

Feb 14, 2018

SELL
$95.86 - $107.83 $23.4 Million - $26.3 Million
-243,624 Closed
0 $0
Q3 2017

Nov 13, 2017

SELL
$88.42 - $95.51 $285,154 - $308,019
-3,225 Reduced 1.31%
243,624 $23.3 Million
Q2 2017

Aug 11, 2017

BUY
N/A
246,849
246,849 $22.6 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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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