Tiedemann Advisors, LLC Jpmorgan Chase & CO Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

A detailed history of Tiedemann Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 31,423 shares of JPM stock, worth $7.81 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

31,423

Previous 23,440 34.06%

Holding current value

$7.81 Million

Previous $3.41 Million 33.65%

% of portfolio

0.2%

Previous 0.15%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $1.14 Million - $1.26 Million	7,983 Added 34.06%	31,423 $4.56 Million
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $30,337 - $34,614	238 Added 1.03%	23,440 $3.41 Million
Q1 2023 Apr 26, 2023	BUY	$124.91 - $143.8 $99,428 - $114,464	796 Added 3.55%	23,202 $3.02 Million
Q3 2022 Oct 28, 2022	SELL	$20.73 - $120.58 $13,205 - $76,809	-637 Reduced 2.76%	22,406 $2.34 Million
Q2 2022 Aug 03, 2022	SELL	$112.61 - $135.91 $379,946 - $458,560	-3,374 Reduced 12.77%	23,043 $2.6 Million
Q1 2022 Apr 27, 2022	BUY	$128.3 - $168.44 $48,754 - $64,007	380 Added 1.46%	26,417 $3.6 Million
Q4 2021 Feb 09, 2022	SELL	$153.94 - $171.78 $153 - $171	-1 Reduced -0.0%	26,037 $4.12 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $838,316 - $952,453	-5,704 Reduced 17.97%	26,038 $4.26 Million
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $49,221 - $55,590	-334 Reduced 1.04%	31,742 $4.94 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $277,560 - $348,248	-2,209 Reduced 6.44%	32,076 $4.88 Million
Q4 2020 Feb 16, 2021	SELL	$96.54 - $127.07 $472,370 - $621,753	-4,893 Reduced 12.49%	34,285 $4.36 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $10,953 - $12,458	120 Added 0.31%	39,178 $3.77 Million
Q2 2020 Nov 12, 2020	BUY	$84.03 - $113.45 $1.02 Million - $1.38 Million	12,129 Added 45.04%	39,058 $3.67 Million
Q2 2020 Aug 05, 2020	SELL	$84.03 - $113.45 $1.13 Million - $1.52 Million	-13,390 Reduced 33.21%	26,929 $2.53 Million
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $239,697 - $427,925	-3,033 Reduced 7.0%	40,319 $3.63 Million
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $1.49 Million - $1.86 Million	-13,363 Reduced 23.56%	43,352 $6.04 Million
Q3 2019 Nov 06, 2019	BUY	$104.8 - $120.23 $3.61 Million - $4.14 Million	34,422 Added 154.41%	56,715 $6.67 Million
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $6.38 Million - $7.08 Million	-60,995 Reduced 73.23%	22,293 $2.49 Million
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $97,304 - $107,404	-1,002 Reduced 1.19%	83,288 $8.43 Million
Q4 2018 Feb 13, 2019	BUY	$92.14 - $115.32 $4.61 Million - $5.77 Million	50,063 Added 146.27%	84,290 $8.23 Million
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $33,258 - $38,080	321 Added 0.95%	34,227 $3.86 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $843,883 - $934,206	8,174 Added 31.77%	33,906 $3.53 Million
Q1 2018 May 11, 2018	BUY	$107.01 - $118.77 $1.3 Million - $1.45 Million	12,192 Added 90.04%	25,732 $2.83 Million
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $1.42 Million - $1.6 Million	-14,812 Reduced 52.24%	13,540 $1.45 Million
Q3 2017 Nov 28, 2017	SELL	$88.42 - $95.51 $4.73 Million - $5.11 Million	-53,490 Reduced 65.36%	28,352 $2.31 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $968,464 - $1.05 Million	10,953 Added 15.45%	81,842 $4.71 Million
Q2 2017 Aug 14, 2017	BUY	N/A	70,889	70,889 $6.48 Million

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $729B
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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Tiedemann Advisors, LLC Jpmorgan Chase & CO Transaction History