Van Hulzen Asset Management, LLC Jpmorgan Chase & CO Transaction History

Van Hulzen Asset Management, LLC

$1.49 Billion
Q2 2024

A detailed history of Van Hulzen Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 47,289 shares of JPM stock, worth $9.8 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

47,289

Previous 69,309 31.77%

Holding current value

$9.8 Million

Previous $13.9 Million 31.1%

% of portfolio

0.64%

Previous 0.92%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$180.08 - $204.79 $3.97 Million - $4.51 Million	-22,020 Reduced 31.77%	47,289 $9.57 Million
Q1 2024 May 06, 2024	SELL	$167.09 - $200.3 $317,805 - $380,970	-1,902 Reduced 2.67%	69,309 $13.9 Million
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $3.12 Million - $3.92 Million	23,001 Added 47.71%	71,211 $12.1 Million
Q3 2023 Nov 07, 2023	BUY	$143.21 - $158.0 $1.91 Million - $2.1 Million	13,310 Added 38.14%	48,210 $6.99 Million
Q2 2023 Aug 03, 2023	SELL	$127.47 - $145.44 $1.66 Million - $1.9 Million	-13,059 Reduced 27.23%	34,900 $5.08 Million
Q1 2023 Apr 28, 2023	BUY	$124.91 - $143.8 $791,055 - $910,685	6,333 Added 15.21%	47,959 $6.25 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $56,179 - $75,949	551 Added 1.34%	41,626 $5.57 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $16,584 - $96,464	800 Added 1.99%	41,075 $4.29 Million
Q2 2022 Aug 04, 2022	SELL	$112.61 - $135.91 $1.8 Million - $2.18 Million	-16,028 Reduced 28.47%	40,275 $4.54 Million
Q1 2022 May 20, 2022	BUY	$128.3 - $168.44 $1.24 Million - $1.63 Million	9,656 Added 20.7%	56,303 $7.68 Million
Q4 2021 Feb 04, 2022	BUY	$153.94 - $171.78 $5.58 Million - $6.22 Million	36,219 Added 347.32%	46,647 $7.39 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $26,601 - $30,223	-181 Reduced 1.71%	10,428 $1.71 Million
Q2 2021 Aug 06, 2021	BUY	$147.37 - $166.44 $645,038 - $728,507	4,377 Added 70.23%	10,609 $1.65 Million
Q1 2021 May 12, 2021	SELL	$125.65 - $157.65 $534,766 - $670,958	-4,256 Reduced 40.58%	6,232 $949,000
Q4 2020 Feb 16, 2021	SELL	$96.54 - $127.07 $666,319 - $877,037	-6,902 Reduced 39.69%	10,488 $1.33 Million
Q3 2020 Nov 03, 2020	SELL	$91.28 - $103.82 $20,720 - $23,567	-227 Reduced 1.29%	17,390 $1.67 Million
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $377,630 - $509,844	4,494 Added 34.25%	17,617 $1.66 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $26,791 - $47,829	339 Added 2.65%	13,123 $1.18 Million
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $2.47 Million - $3.07 Million	-22,053 Reduced 63.3%	12,784 $1.78 Million
Q3 2019 Oct 30, 2019	SELL	$104.8 - $120.23 $111,716 - $128,165	-1,066 Reduced 2.97%	34,837 $4.1 Million
Q2 2019 Aug 08, 2019	BUY	$104.64 - $116.12 $313,606 - $348,011	2,997 Added 9.11%	35,903 $4.01 Million
Q1 2019 May 01, 2019	SELL	$97.11 - $107.19 $187,130 - $206,555	-1,927 Reduced 5.53%	32,906 $3.33 Million
Q4 2018 Feb 12, 2019	BUY	$92.14 - $115.32 $135,630 - $169,751	1,472 Added 4.41%	34,833 $3.4 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $2.37 Million - $2.71 Million	22,879 Added 218.27%	33,361 $3.76 Million
Q2 2018 Aug 07, 2018	BUY	$103.24 - $114.29 $618,923 - $685,168	5,995 Added 133.61%	10,482 $1.09 Million
Q1 2018 May 08, 2018	SELL	$107.01 - $118.77 $970,901 - $1.08 Million	-9,073 Reduced 66.91%	4,487 $493,000
Q4 2017 Feb 12, 2018	BUY	$95.86 - $107.83 $460,128 - $517,584	4,800 Added 54.79%	13,560 $1.45 Million
Q3 2017 Nov 09, 2017	BUY	$88.42 - $95.51 $433,258 - $467,999	4,900 Added 126.94%	8,760 $837,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,860	3,860 $353,000

Others Institutions Holding JPM

# of Institutions

4,535

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $608B
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 Van Hulzen Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Hulzen Asset Management, LLC with notifications on news.

Account

Van Hulzen Asset Management, LLC Jpmorgan Chase & CO Transaction History