Truepoint, Inc. Jpmorgan Chase & CO Transaction History

Truepoint, Inc.

$3.45 Billion
Q2 2024

A detailed history of Truepoint, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Truepoint, Inc. holds 1,004 shares of JPM stock, worth $220,659. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,004

Previous 1,292 22.29%

Holding current value

$220,659

Previous $258,000 21.32%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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 This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.

Account