A detailed history of Stoneridge Investment Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stoneridge Investment Partners LLC holds 28,965 shares of JPM stock, worth $6.97 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
28,965
Previous 21,146 36.98%
Holding current value
$6.97 Million
Previous $4.28 Million 42.81%
% of portfolio
2.27%
Previous 1.62%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $1.52 Million - $1.76 Million
7,819 Added 36.98%
28,965 $6.11 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $1.71 Million - $1.94 Million
9,479 Added 81.25%
21,146 $4.28 Million
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $320,478 - $384,175
-1,918 Reduced 14.12%
11,667 $2.34 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $826,080 - $1.04 Million
6,088 Added 81.21%
13,585 $2.31 Million
Q3 2023

Nov 03, 2023

SELL
$143.21 - $158.0 $47,402 - $52,298
-331 Reduced 4.23%
7,497 $1.09 Million
Q2 2023

Aug 04, 2023

SELL
$127.47 - $145.44 $2.14 Million - $2.44 Million
-16,803 Reduced 68.22%
7,828 $1.14 Million
Q1 2023

Apr 28, 2023

SELL
$124.91 - $143.8 $4.42 Million - $5.09 Million
-35,414 Reduced 58.98%
24,631 $3.21 Million
Q4 2022

Feb 06, 2023

SELL
$101.96 - $137.84 $1.32 Million - $1.79 Million
-12,967 Reduced 17.76%
60,045 $8.05 Million
Q3 2022

Oct 31, 2022

BUY
$20.73 - $120.58 $378,840 - $2.2 Million
18,275 Added 33.39%
73,012 $7.63 Million
Q2 2022

Aug 01, 2022

BUY
$112.61 - $135.91 $1.8 Million - $2.17 Million
15,950 Added 41.12%
54,737 $6.16 Million
Q1 2022

Apr 26, 2022

BUY
$128.3 - $168.44 $4.77 Million - $6.26 Million
37,150 Added 2269.4%
38,787 $5.29 Million
Q3 2021

Nov 03, 2021

BUY
$146.97 - $166.98 $240,589 - $273,346
1,637 New
1,637 $268,000
Q1 2021

Apr 30, 2021

SELL
$125.65 - $157.65 $1.18 Million - $1.49 Million
-9,429 Closed
0 $0
Q4 2020

Feb 02, 2021

SELL
$96.54 - $127.07 $3.33 Million - $4.39 Million
-34,536 Reduced 78.55%
9,429 $1.2 Million
Q3 2020

Oct 28, 2020

SELL
$91.28 - $103.82 $1.55 Million - $1.77 Million
-17,027 Reduced 27.92%
43,965 $4.23 Million
Q2 2020

Aug 05, 2020

SELL
$84.03 - $113.45 $672,240 - $907,600
-8,000 Reduced 11.6%
60,992 $5.74 Million
Q1 2020

May 05, 2020

SELL
$79.03 - $141.09 $98,866 - $176,503
-1,251 Reduced 1.78%
68,992 $6.21 Million
Q4 2019

Jan 29, 2020

SELL
$111.82 - $139.4 $134,184 - $167,280
-1,200 Reduced 1.68%
70,243 $9.79 Million
Q3 2019

Oct 30, 2019

SELL
$104.8 - $120.23 $393,000 - $450,862
-3,750 Reduced 4.99%
71,443 $8.41 Million
Q2 2019

Jul 29, 2019

SELL
$104.64 - $116.12 $1.51 Million - $1.67 Million
-14,390 Reduced 16.06%
75,193 $8.41 Million
Q1 2019

Apr 25, 2019

BUY
$97.11 - $107.19 $1.3 Million - $1.43 Million
13,359 Added 17.53%
89,583 $9.07 Million
Q4 2018

Feb 05, 2019

SELL
$92.14 - $115.32 $1.11 Million - $1.39 Million
-12,081 Reduced 13.68%
76,224 $7.44 Million
Q3 2018

Oct 30, 2018

SELL
$103.61 - $118.63 $1.89 Million - $2.16 Million
-18,206 Reduced 17.09%
88,305 $9.96 Million
Q2 2018

Jul 31, 2018

SELL
$103.24 - $114.29 $1.48 Million - $1.64 Million
-14,315 Reduced 11.85%
106,511 $11.1 Million
Q1 2018

Apr 27, 2018

SELL
$107.01 - $118.77 $694,815 - $771,173
-6,493 Reduced 5.1%
120,826 $13.3 Million
Q4 2017

Feb 05, 2018

BUY
$95.86 - $107.83 $492,432 - $553,922
5,137 Added 4.2%
127,319 $13.6 Million
Q3 2017

Nov 02, 2017

BUY
$88.42 - $95.51 $10.8 Million - $11.7 Million
122,182
122,182 $11.7 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 $706B
  • 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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