Summit Global Investments Jpmorgan Chase & CO Transaction History

Summit Global Investments

$1.34 Billion
Q1 2024

A detailed history of Summit Global Investments transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Summit Global Investments holds 24,806 shares of JPM stock, worth $5.02 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

24,806

Previous 22,465 10.42%

Holding current value

$5.02 Million

Previous $3.82 Million 30.04%

% of portfolio

0.37%

Previous 0.25%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$167.09 - $200.3 $391,157 - $468,902	2,341 Added 10.42%	24,806 $4.97 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $1.21 Million - $1.52 Million	-8,900 Reduced 28.38%	22,465 $3.82 Million
Q3 2023 Oct 13, 2023	SELL	$143.21 - $158.0 $3.79 Million - $4.18 Million	-26,454 Reduced 45.75%	31,365 $4.55 Million
Q2 2023 Jul 18, 2023	BUY	$127.47 - $145.44 $1.19 Million - $1.36 Million	9,323 Added 19.22%	57,819 $8.41 Million
Q1 2023 May 04, 2023	BUY	$124.91 - $143.8 $25,106 - $28,903	201 Added 0.42%	48,496 $6.32 Million

Q4 2022 Jan 31, 2023	BUY	$101.96 - $137.84 $950,776 - $1.29 Million	9,325 Added 23.93%	48,295 $6.48 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $99,234 - $577,216	4,787 Added 14.0%	38,970 $4.07 Million
Q2 2022 Aug 23, 2022	SELL	$112.61 - $135.91 $123,871 - $149,501	-1,100 Reduced 3.12%	34,183 $3.85 Million
Q1 2022 Apr 29, 2022	SELL	$128.3 - $168.44 $2.88 Million - $3.79 Million	-22,482 Reduced 38.92%	35,283 $4.81 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $3.35 Million - $3.74 Million	21,764 Added 60.45%	57,765 $9.15 Million
Q3 2021 Nov 08, 2021	SELL	$146.97 - $166.98 $96,559 - $109,705	-657 Reduced 1.79%	36,001 $5.89 Million
Q2 2021 Jan 28, 2022	SELL	$147.37 - $166.44 $8.21 Million - $9.27 Million	-55,699 Reduced 60.31%	36,658 $5.69 Million
Q1 2021 Jan 27, 2022	BUY	$125.65 - $157.65 $11.6 Million - $14.6 Million	92,357 New	92,357 $14.1 Million
Q1 2018 May 03, 2018	SELL	$107.01 - $118.77 $527,024 - $584,942	-4,925 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $472,110 - $531,062	4,925	4,925 $527,000

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $593B
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 ...

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Summit Global Investments Jpmorgan Chase & CO Transaction History