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 4,897 shares of JPM stock, worth $1.16 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,897
Previous 4,821 1.58%
Holding current value
$1.16 Million
Previous $975,000 5.85%
% of portfolio
0.26%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$194.9 - $224.8 $14,812 - $17,084
76 Added 1.58%
4,897 $1.03 Million
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 $697B
  • 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

Track Spinnaker Investment Group, LLC Portfolio

Follow Spinnaker Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spinnaker Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spinnaker Investment Group, LLC with notifications on news.