Tufton Capital Management Jpmorgan Chase & CO Transaction History

Tufton Capital Management

$532 Million
Q3 2024

A detailed history of Tufton Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tufton Capital Management holds 80,669 shares of JPM stock, worth $20.1 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

80,669

Previous 82,678 2.43%

Holding current value

$20.1 Million

Previous $16.7 Million 1.68%

% of portfolio

3.2%

Previous 3.26%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$194.9 - $224.8 $15.7 Million - $18.1 Million	80,669 New	80,669 $17 Million
Q2 2024 Jul 31, 2024	SELL	$180.08 - $204.79 $133,799 - $152,158	-743 Reduced 0.89%	82,678 $16.7 Million
Q1 2024 May 07, 2024	SELL	$167.09 - $200.3 $93,570 - $112,168	-560 Reduced 0.67%	83,421 $16.7 Million
Q4 2023 Jan 31, 2024	SELL	$135.69 - $170.3 $395,672 - $496,594	-2,916 Reduced 3.36%	83,981 $14.3 Million
Q3 2023 Oct 30, 2023	SELL	$143.21 - $158.0 $19,333 - $21,330	-135 Reduced 0.16%	86,897 $12.6 Million
Q2 2023 Jul 28, 2023	SELL	$127.47 - $145.44 $336,775 - $384,252	-2,642 Reduced 2.95%	87,032 $12.7 Million
Q1 2023 Apr 19, 2023	BUY	$124.91 - $143.8 $58,332 - $67,154	467 Added 0.52%	89,674 $11.7 Million
Q4 2022 Jan 26, 2023	SELL	$101.96 - $137.84 $73,513 - $99,382	-721 Reduced 0.8%	89,207 $0
Q3 2022 Oct 21, 2022	SELL	$20.73 - $120.58 $709,276 - $4.13 Million	-34,215 Reduced 27.56%	89,928 $9.4 Million
Q2 2022 Jul 20, 2022	BUY	$112.61 - $135.91 $96,506 - $116,474	857 Added 0.7%	124,143 $14 Million
Q1 2022 Apr 25, 2022	SELL	$128.3 - $168.44 $216,827 - $284,663	-1,690 Reduced 1.35%	123,286 $16.8 Million
Q4 2021 Jan 28, 2022	SELL	$153.94 - $171.78 $54,032 - $60,294	-351 Reduced 0.28%	124,976 $19.8 Million
Q3 2021 Oct 21, 2021	SELL	$146.97 - $166.98 $167,839 - $190,691	-1,142 Reduced 0.9%	125,327 $20.5 Million
Q2 2021 Jul 29, 2021	SELL	$147.37 - $166.44 $625,585 - $706,537	-4,245 Reduced 3.25%	126,469 $19.7 Million
Q1 2021 Apr 22, 2021	SELL	$125.65 - $157.65 $289,623 - $363,383	-2,305 Reduced 1.73%	130,714 $19.9 Million
Q4 2020 Feb 01, 2021	BUY	$96.54 - $127.07 $91,713 - $120,716	950 Added 0.72%	133,019 $16.9 Million
Q3 2020 Oct 23, 2020	SELL	$91.28 - $103.82 $92,649 - $105,377	-1,015 Reduced 0.76%	132,069 $12.7 Million
Q2 2020 Jul 27, 2020	BUY	$84.03 - $113.45 $11,007 - $14,861	131 Added 0.1%	133,084 $12.5 Million
Q1 2020 Apr 23, 2020	BUY	$79.03 - $141.09 $102,027 - $182,147	1,291 Added 0.98%	132,953 $12 Million
Q4 2019 Jan 24, 2020	SELL	$111.82 - $139.4 $52,555 - $65,518	-470 Reduced 0.36%	131,662 $18.4 Million
Q3 2019 Oct 25, 2019	SELL	$104.8 - $120.23 $14 Million - $16 Million	-133,451 Closed	0 $0
Q2 2019 Jul 26, 2019	SELL	$104.64 - $116.12 $11,510 - $12,773	-110 Reduced 0.08%	133,451 $14.9 Million
Q1 2019 Apr 29, 2019	BUY	$97.11 - $107.19 $145,373 - $160,463	1,497 Added 1.13%	133,561 $13.5 Million
Q4 2018 Jan 28, 2019	BUY	$92.14 - $115.32 $130,378 - $163,177	1,415 Added 1.08%	132,064 $12.9 Million
Q3 2018 Oct 26, 2018	SELL	$103.61 - $118.63 $686,209 - $785,686	-6,623 Reduced 4.82%	130,649 $14.7 Million
Q2 2018 Aug 06, 2018	SELL	$103.24 - $114.29 $335,839 - $371,785	-3,253 Reduced 2.31%	137,272 $14.3 Million
Q1 2018 Apr 23, 2018	BUY	$107.01 - $118.77 $87,855 - $97,510	821 Added 0.59%	140,525 $15.5 Million
Q4 2017 Jan 26, 2018	SELL	$95.86 - $107.83 $138,901 - $156,245	-1,449 Reduced 1.03%	139,704 $14.9 Million
Q3 2017 Oct 20, 2017	BUY	$88.42 - $95.51 $12.5 Million - $13.5 Million	141,153	141,153 $13.5 Million

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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Tufton Capital Management Jpmorgan Chase & CO Transaction History