A detailed history of True North Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, True North Advisors, LLC holds 6,769 shares of JPM stock, worth $1.5 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,769
Previous 6,364 6.36%
Holding current value
$1.5 Million
Previous $1.29 Million 10.8%
% of portfolio
0.38%
Previous 0.35%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$194.9 - $224.8 $78,934 - $91,044
405 Added 6.36%
6,769 $1.43 Million
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $5,762 - $6,553
32 Added 0.51%
6,364 $1.29 Million
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $31,914 - $38,257
191 Added 3.11%
6,332 $1.27 Million
Q4 2023

Jan 22, 2024

SELL
$135.69 - $170.3 $1.02 Million - $1.28 Million
-7,508 Reduced 55.01%
6,141 $1.04 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $626,973 - $691,724
-4,378 Reduced 24.29%
13,649 $1.98 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $406,246 - $463,517
3,187 Added 21.48%
18,027 $2.62 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $16,613 - $19,125
-133 Reduced 0.89%
14,840 $1.93 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $71,270 - $96,350
699 Added 4.9%
14,973 $2.01 Million
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $74,856 - $435,414
-3,611 Reduced 20.19%
14,274 $1.49 Million
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $375,103 - $452,716
3,331 Added 22.89%
17,885 $2.01 Million
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $404,016 - $530,417
-3,149 Reduced 17.79%
14,554 $1.98 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $377,922 - $421,719
2,455 Added 16.1%
17,703 $2.8 Million
Q3 2021

Jun 07, 2022

BUY
$146.97 - $166.98 $226,186 - $256,982
1,539 Added 11.23%
15,248 $2.5 Million
Q2 2021

Jun 07, 2022

BUY
$147.37 - $166.44 $15,031 - $16,976
102 Added 0.75%
13,709 $2.13 Million
Q4 2020

May 20, 2022

BUY
$96.54 - $127.07 $200,127 - $263,416
2,073 Added 17.97%
13,607 $1.73 Million
Q3 2020

May 20, 2022

SELL
$91.28 - $103.82 $2.36 Million - $2.68 Million
-25,825 Reduced 69.13%
11,534 $1.11 Million
Q2 2020

May 20, 2022

BUY
$84.03 - $113.45 $732,741 - $989,284
8,720 Added 30.45%
37,359 $3.51 Million
Q1 2020

May 12, 2022

BUY
$79.03 - $141.09 $377,289 - $673,563
4,774 Added 20.0%
28,639 $2.58 Million
Q4 2019

May 12, 2022

BUY
$111.82 - $139.4 $2.67 Million - $3.33 Million
23,865 New
23,865 $3.33 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $650B
  • 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
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