Tandem Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History

Tandem Investment Advisors, Inc.

$2.58 Billion
Q1 2024

A detailed history of Tandem Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tandem Investment Advisors, Inc. holds 2,397 shares of JPM stock, worth $500,565. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,397

Previous 2,643 9.31%

Holding current value

$500,565

Previous $450,000 6.67%

% of portfolio

0.02%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$167.09 - $200.3 $41,104 - $49,273	-246 Reduced 9.31%	2,397 $480,000
Q4 2023 Jan 31, 2024	SELL	$135.69 - $170.3 $73,408 - $92,132	-541 Reduced 16.99%	2,643 $450,000
Q3 2023 Oct 30, 2023	SELL	$143.21 - $158.0 $65,876 - $72,680	-460 Reduced 12.62%	3,184 $461,000
Q2 2023 Jul 18, 2023	BUY	$127.47 - $145.44 $116,252 - $132,641	912 Added 33.38%	3,644 $530,000
Q1 2023 Jul 18, 2023	SELL	$124.91 - $143.8 $86,812 - $99,941	-695 Reduced 20.28%	2,732 $356,000

Q4 2022 Feb 06, 2023	BUY	$101.96 - $137.84 $81,364 - $109,996	798 Added 30.35%	3,427 $460,000
Q3 2022 Oct 31, 2022	SELL	$20.73 - $120.58 $1,554 - $9,043	-75 Reduced 2.77%	2,629 $275,000
Q2 2022 Sep 14, 2022	BUY	$112.61 - $135.91 $70,831 - $85,487	629 Added 30.31%	2,704 $305,000
Q1 2022 May 02, 2022	SELL	$128.3 - $168.44 $229,015 - $300,665	-1,785 Reduced 46.24%	2,075 $283,000
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $113,607 - $126,773	738 Added 23.64%	3,860 $611,000
Q3 2021 Oct 15, 2021	SELL	$146.97 - $166.98 $12,639 - $14,360	-86 Reduced 2.68%	3,122 $511,000
Q2 2021 Jul 12, 2021	BUY	$147.37 - $166.44 $71,769 - $81,056	487 Added 17.9%	3,208 $499,000
Q1 2021 Apr 13, 2021	SELL	$125.65 - $157.65 $61,694 - $77,406	-491 Reduced 15.29%	2,721 $414,000
Q4 2020 Jan 13, 2021	SELL	$96.54 - $127.07 $25,390 - $33,419	-263 Reduced 7.57%	3,212 $408,000
Q3 2020 Oct 14, 2020	SELL	$91.28 - $103.82 $164,304 - $186,876	-1,800 Reduced 34.12%	3,475 $335,000
Q2 2020 Jul 30, 2020	BUY	$84.03 - $113.45 $77,643 - $104,827	924 Added 21.24%	5,275 $496,000
Q1 2020 Apr 14, 2020	SELL	$79.03 - $141.09 $159,008 - $283,873	-2,012 Reduced 31.62%	4,351 $392,000
Q4 2019 Jan 15, 2020	SELL	$111.82 - $139.4 $52,219 - $65,099	-467 Reduced 6.84%	6,363 $887,000
Q3 2019 Oct 22, 2019	BUY	$104.8 - $120.23 $347,726 - $398,923	3,318 Added 94.48%	6,830 $804,000
Q2 2019 Jul 17, 2019	SELL	$104.64 - $116.12 $65,295 - $72,458	-624 Reduced 15.09%	3,512 $393,000
Q1 2019 Apr 15, 2019	SELL	$97.11 - $107.19 $145,276 - $160,356	-1,496 Reduced 26.56%	4,136 $419,000
Q4 2018 Jan 25, 2019	SELL	$92.14 - $115.32 $350,776 - $439,023	-3,807 Closed	0 $0
Q3 2018 Oct 15, 2018	BUY	$103.61 - $118.63 $6,216 - $7,117	60 Added 1.6%	3,807 $430,000
Q2 2018 Jul 05, 2018	SELL	$103.24 - $114.29 $5,162 - $5,714	-50 Reduced 1.32%	3,747 $390,000
Q1 2018 Apr 03, 2018	SELL	$107.01 - $118.77 $87,106 - $96,678	-814 Reduced 17.65%	3,797 $418,000
Q4 2017 Jan 09, 2018	BUY	$95.86 - $107.83 $442,010 - $497,204	4,611	4,611 $493,000

Others Institutions Holding JPM

# of Institutions

4,421

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 $613B
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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Tandem Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History