A detailed history of Spotlight Asset Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 4,268 shares of JPM stock, worth $1.07 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
4,268
Previous 3,977 7.32%
Holding current value
$1.07 Million
Previous $796,000 8.42%
% of portfolio
0.62%
Previous 0.59%

Shares

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

Jul 23, 2024

BUY
$180.08 - $204.79 $52,403 - $59,593
291 Added 7.32%
4,268 $863,000
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $157,732 - $189,083
944 Added 31.12%
3,977 $796,000
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $42,246 - $46,610
295 Added 10.77%
3,033 $439,000
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $63,862 - $72,865
501 Added 22.4%
2,738 $398,000
Q3 2022

Nov 18, 2022

SELL
$20.73 - $120.58 $10,406 - $60,531
-502 Reduced 18.33%
2,237 $233,000
Q3 2021

Oct 28, 2021

SELL
$146.97 - $166.98 $156,670 - $178,000
-1,066 Reduced 28.02%
2,739 $448,000
Q2 2021

Aug 11, 2021

SELL
$147.37 - $166.44 $79,137 - $89,378
-537 Reduced 12.37%
3,805 $592,000
Q1 2021

Apr 07, 2021

SELL
$125.65 - $157.65 $78,154 - $98,058
-622 Reduced 12.53%
4,342 $661,000
Q4 2020

Feb 08, 2021

SELL
$96.54 - $127.07 $1,351 - $1,778
-14 Reduced 0.28%
4,964 $631,000
Q3 2020

Oct 30, 2020

BUY
$91.28 - $103.82 $47,922 - $54,505
525 Added 11.79%
4,978 $479,000
Q2 2020

Jul 23, 2020

BUY
$84.03 - $113.45 $9,075 - $12,252
108 Added 2.49%
4,453 $419,000
Q1 2020

Apr 13, 2020

BUY
$79.03 - $141.09 $6,006 - $10,722
76 Added 1.78%
4,345 $391,000
Q4 2019

Apr 13, 2020

BUY
$111.82 - $139.4 $477,359 - $595,098
4,269 New
4,269 $439,000

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 $734B
  • 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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