Truepoint, Inc. Jpmorgan Chase & CO Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

A detailed history of Truepoint, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Truepoint, Inc. holds 2,314 shares of JPM stock, worth $551,565. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,314

Previous 1,004 130.48%

Holding current value

$551,565

Previous $203,000 139.9%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $255,319 - $294,488	1,310 Added 130.48%	2,314 $487,000
Q2 2024 Aug 05, 2024	SELL	$180.08 - $204.79 $51,863 - $58,979	-288 Reduced 22.29%	1,004 $203,000
Q1 2024 May 09, 2024	SELL	$167.09 - $200.3 $533,184 - $639,157	-3,191 Reduced 71.18%	1,292 $258,000
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $1.36 Million - $1.71 Million	-10,053 Reduced 69.16%	4,483 $762,000
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $462,281 - $510,024	3,228 Added 28.55%	14,536 $2.11 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $26,513 - $30,251	208 Added 1.87%	11,308 $1.64 Million
Q1 2023 May 08, 2023	BUY	$124.91 - $143.8 $40,345 - $46,447	323 Added 3.0%	11,100 $1.45 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $15,293 - $20,676	150 Added 1.41%	10,777 $1.45 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $1,471 - $8,561	71 Added 0.67%	10,627 $1.11 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $919,348 - $1.11 Million	8,164 Added 341.3%	10,556 $1.19 Million
Q1 2022 May 11, 2022	SELL	$128.3 - $168.44 $30,920 - $40,594	-241 Reduced 9.15%	2,392 $326,000
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $42,641 - $47,583	277 Added 11.76%	2,633 $417,000
Q3 2021 Oct 28, 2021	SELL	$146.97 - $166.98 $17,342 - $19,703	-118 Reduced 4.77%	2,356 $386,000
Q2 2021 Aug 04, 2021	SELL	$147.37 - $166.44 $23,284 - $26,297	-158 Reduced 6.0%	2,474 $385,000
Q4 2020 Feb 02, 2021	BUY	$96.54 - $127.07 $254,093 - $334,448	2,632 New	2,632 $334,000
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $246,889 - $440,765	-3,124 Closed	0 $0
Q3 2019 Nov 07, 2019	SELL	$104.8 - $120.23 $31,544 - $36,189	-301 Reduced 8.79%	3,124 $368,000
Q2 2019 Aug 08, 2019	BUY	$104.64 - $116.12 $4,918 - $5,457	47 Added 1.39%	3,425 $383,000
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $132,360 - $146,099	-1,363 Reduced 28.75%	3,378 $342,000
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $288,029 - $360,490	-3,126 Reduced 39.74%	4,741 $463,000
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $10,879 - $12,456	-105 Reduced 1.32%	7,867 $888,000
Q2 2018 Aug 09, 2018	BUY	$103.24 - $114.29 $782,455 - $866,203	7,579 Added 1928.5%	7,972 $831,000
Q1 2018 May 08, 2018	BUY	$107.01 - $118.77 $42,054 - $46,676	393 New	393 $3.57 Million

Others Institutions Holding JPM

# of Institutions

4,617

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 $699B
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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