A detailed history of Spinnaker Investment Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 4,821 shares of JPM stock, worth $1.06 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,821
Previous 5,252 8.21%
Holding current value
$1.06 Million
Previous $1.05 Million 7.23%
% of portfolio
0.27%
Previous 0.3%

Shares

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

Jul 24, 2024

SELL
$180.08 - $204.79 $77,614 - $88,264
-431 Reduced 8.21%
4,821 $975,000
Q1 2024

Apr 19, 2024

SELL
$167.09 - $200.3 $217,049 - $260,189
-1,299 Reduced 19.83%
5,252 $1.05 Million
Q4 2023

Jan 22, 2024

SELL
$135.69 - $170.3 $75,443 - $94,686
-556 Reduced 7.82%
6,551 $1.11 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $33,081 - $36,498
-231 Reduced 3.15%
7,107 $1.03 Million
Q2 2023

Jul 20, 2023

SELL
$127.47 - $145.44 $63,989 - $73,010
-502 Reduced 6.4%
7,338 $1.07 Million
Q1 2023

Apr 13, 2023

BUY
$124.91 - $143.8 $7,994 - $9,203
64 Added 0.82%
7,840 $1.02 Million
Q4 2022

Jan 17, 2023

BUY
$101.96 - $137.84 $17,639 - $23,846
173 Added 2.28%
7,776 $0
Q3 2022

Oct 21, 2022

SELL
$20.73 - $120.58 $1,513 - $8,802
-73 Reduced 0.95%
7,603 $794,000
Q2 2022

Jul 19, 2022

SELL
$112.61 - $135.91 $125,222 - $151,131
-1,112 Reduced 12.65%
7,676 $864,000
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $4,490 - $5,895
-35 Reduced 0.4%
8,788 $1.24 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $1.36 Million - $1.52 Million
8,823 New
8,823 $1.31 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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