Towercrest Capital Management Jpmorgan Chase & CO Transaction History

Towercrest Capital Management

$630 Million
Q3 2024

A detailed history of Towercrest Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Towercrest Capital Management holds 9,499 shares of JPM stock, worth $2.36 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

9,499

Previous 10,304 7.81%

Holding current value

$2.36 Million

Previous $2.08 Million 3.93%

% of portfolio

0.32%

Previous 0.34%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $156,894 - $180,964	-805 Reduced 7.81%	9,499 $2 Million
Q4 2023 Feb 08, 2024	BUY	$135.69 - $170.3 $3,663 - $4,598	27 Added 0.26%	10,304 $1.75 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $286 - $316	2 Added 0.02%	10,277 $1.49 Million
Q2 2023 Aug 04, 2023	BUY	$127.47 - $145.44 $56,596 - $64,575	444 Added 4.52%	10,275 $1.49 Million
Q4 2022 Feb 09, 2023	BUY	$101.96 - $137.84 $41,803 - $56,514	410 Added 4.35%	9,831 $1.32 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $8,292 - $48,232	-400 Reduced 4.07%	9,421 $984,000
Q2 2022 Aug 11, 2022	SELL	$112.61 - $135.91 $36,823 - $44,442	-327 Reduced 3.22%	9,821 $1.11 Million
Q1 2022 May 11, 2022	BUY	$128.3 - $168.44 $12,830 - $16,844	100 Added 1.0%	10,148 $1.38 Million
Q3 2021 Dec 10, 2021	BUY	$146.97 - $166.98 $116,106 - $131,914	790 Added 8.53%	10,048 $1.65 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $96,232 - $108,685	-653 Reduced 6.59%	9,258 $1.44 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $325,307 - $408,155	-2,589 Reduced 20.71%	9,911 $1.51 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $138,438 - $182,218	-1,434 Reduced 10.29%	12,500 $1.59 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $7,302 - $8,305	80 Added 0.58%	13,934 $1.34 Million
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $42,015 - $56,725	-500 Reduced 3.48%	13,854 $1.3 Million
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $790,062 - $1.41 Million	-9,997 Reduced 41.05%	14,354 $1.29 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $66,085 - $82,385	591 Added 2.49%	24,351 $3.4 Million
Q3 2019 Nov 13, 2019	SELL	$104.8 - $120.23 $61,936 - $71,055	-591 Reduced 2.43%	23,760 $2.8 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $2.16 Million - $2.39 Million	20,904 Added 606.44%	24,351 $2.54 Million
Q2 2017 Aug 15, 2017	BUY	N/A	3,447	3,447 $315,000

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 ...

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Towercrest Capital Management Jpmorgan Chase & CO Transaction History