Tom Russo Jpmorgan Chase & CO Transaction History

Gardner Russo & Quinn LLC

$7.33 Billion
Q3 2024

A detailed history of Tom Russo (Gardner Russo & Quinn LLC) transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gardner Russo & Quinn LLC holds 1,440,707 shares of JPM stock, worth $358 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

1,440,707

Previous 1,492,835 3.49%

Holding current value

$358 Million

Previous $302 Million 0.57%

% of portfolio

4.14%

Previous 4.24%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$194.9 - $224.8 $10.2 Million - $11.7 Million	-52,128 Reduced 3.49%	1,440,707 $304 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $39.2 Million - $44.6 Million	-217,659 Reduced 12.72%	1,492,835 $302 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $52.3 Million - $62.7 Million	-312,875 Reduced 15.46%	1,710,494 $343 Million
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $10.2 Million - $12.8 Million	-75,056 Reduced 3.58%	2,023,369 $344 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $2.08 Million - $2.29 Million	-14,492 Reduced 0.69%	2,098,425 $304 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $37.5 Million - $42.8 Million	294,058 Added 16.17%	2,112,917 $307 Million
Q1 2023 May 11, 2023	SELL	$124.91 - $143.8 $3.15 Million - $3.62 Million	-25,205 Reduced 1.37%	1,818,859 $237 Million
Q4 2022 Feb 13, 2023	SELL	$101.96 - $137.84 $8.62 Million - $11.6 Million	-84,500 Reduced 4.38%	1,844,064 $247 Million
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $537,487 - $3.13 Million	-25,928 Reduced 1.33%	1,928,564 $202 Million
Q2 2022 Aug 04, 2022	SELL	$112.61 - $135.91 $20.1 Million - $24.3 Million	-178,540 Reduced 8.37%	1,954,492 $220 Million
Q1 2022 May 12, 2022	SELL	$128.3 - $168.44 $27.1 Million - $35.6 Million	-211,225 Reduced 9.01%	2,133,032 $291 Million
Q4 2021 Feb 10, 2022	SELL	$153.94 - $171.78 $26.3 Million - $29.4 Million	-171,152 Reduced 6.8%	2,344,257 $371 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $40.1 Million - $45.5 Million	-272,731 Reduced 9.78%	2,515,409 $412 Million
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $43 Million - $48.5 Million	-291,655 Reduced 9.47%	2,788,140 $434 Million
Q1 2021 May 12, 2021	SELL	$125.65 - $157.65 $64.2 Million - $80.6 Million	-511,309 Reduced 14.24%	3,079,795 $469 Million
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $17.9 Million - $23.5 Million	-185,273 Reduced 4.91%	3,591,104 $456 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $14.4 Million - $16.3 Million	157,261 Added 4.35%	3,776,377 $364 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $18.1 Million - $24.4 Million	-214,813 Reduced 5.6%	3,619,116 $340 Million
Q1 2020 May 13, 2020	BUY	$79.03 - $141.09 $302 Million - $539 Million	3,823,552 Added 36846.41%	3,833,929 $345 Million
Q4 2019 Feb 11, 2020	BUY	$111.82 - $139.4 $6,597 - $8,224	59 Added 0.57%	10,377 $1.45 Million
Q3 2019 Nov 13, 2019	SELL	$104.8 - $120.23 $191,784 - $220,020	-1,830 Reduced 15.06%	10,318 $1.21 Million
Q2 2019 Aug 13, 2019	BUY	$104.64 - $116.12 $7,429 - $8,244	71 Added 0.59%	12,148 $1.36 Million
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $7,477 - $8,253	77 Added 0.64%	12,077 $1.22 Million
Q4 2018 Feb 13, 2019	BUY	$92.14 - $115.32 $44,227 - $55,353	480 Added 4.17%	12,000 $1.17 Million
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $986,367 - $1.13 Million	9,520 Added 476.0%	11,520 $1.3 Million
Q1 2018 May 11, 2018	SELL	$107.01 - $118.77 $214,020 - $237,540	-2,000 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $191,720 - $215,660	2,000	2,000 $214,000

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 ...

More about JPM

Track Tom Russo's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gardner Russo & Quinn LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gardner Russo & Quinn LLC and Tom Russo with notifications on news.

Account