Vaughan Nelson Investment Management, L.P. Jpmorgan Chase & CO Transaction History

Vaughan Nelson Investment Management, L.P.

$10 Billion
Q1 2025

A detailed history of Vaughan Nelson Investment Management, L.P. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vaughan Nelson Investment Management, L.P. holds 767,704 shares of JPM stock, worth $206 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

767,704

Previous 819,710 6.34%

Holding current value

$206 Million

Previous $196 Million 4.16%

% of portfolio

1.88%

Previous 1.83%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$225.19 - $279.95 $11.7 Million - $14.6 Million	-52,006 Reduced 6.34%	767,704 $188 Million
Q4 2024 Jan 28, 2025	SELL	$205.18 - $250.29 $61.3 Million - $74.8 Million	-298,967 Reduced 26.73%	819,710 $196 Million
Q3 2024 Nov 06, 2024	SELL	$194.9 - $224.8 $44.6 Million - $51.4 Million	-228,847 Reduced 16.98%	1,118,677 $236 Million
Q2 2024 Jul 19, 2024	BUY	$180.08 - $204.79 $9.83 Million - $11.2 Million	54,565 Added 4.22%	1,347,524 $273 Million
Q1 2024 Apr 18, 2024	BUY	$167.09 - $200.3 $78.9 Million - $94.5 Million	471,991 Added 57.49%	1,292,959 $259 Million
Q4 2023 Jan 24, 2024	BUY	$135.69 - $170.3 $108 Million - $135 Million	795,488 Added 3122.01%	820,968 $140 Million
Q2 2023 Aug 03, 2023	SELL	$127.47 - $145.44 $278,521 - $317,786	-2,185 Reduced 7.9%	25,480 $3.71 Million
Q1 2023 May 05, 2023	SELL	$124.91 - $143.8 $640,788 - $737,694	-5,130 Reduced 15.64%	27,665 $3.61 Million
Q4 2022 Jan 30, 2023	BUY	$101.96 - $137.84 $91,764 - $124,056	900 Added 2.82%	32,795 $4.4 Million
Q1 2022 May 04, 2022	BUY	$128.3 - $168.44 $747,347 - $981,163	5,825 Added 22.34%	31,895 $4.35 Million
Q4 2021 Jan 13, 2022	SELL	$153.94 - $171.78 $163,946 - $182,945	-1,065 Reduced 3.92%	26,070 $4.13 Million
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $509,251 - $578,585	3,465 Added 14.64%	27,135 $4.44 Million
Q2 2021 Jul 15, 2021	BUY	$147.37 - $166.44 $298,424 - $337,041	2,025 Added 9.36%	23,670 $3.68 Million
Q1 2021 May 11, 2021	BUY	$125.65 - $157.65 $131,932 - $165,532	1,050 Added 5.1%	21,645 $3.3 Million
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $907,476 - $1.19 Million	9,400 Added 83.97%	20,595 $2.62 Million
Q4 2019 Feb 05, 2020	SELL	$111.82 - $139.4 $257,185 - $320,620	-2,300 Reduced 17.04%	11,195 $1.56 Million
Q4 2018 Jan 30, 2019	SELL	$92.14 - $115.32 $161,245 - $201,810	-1,750 Reduced 11.48%	13,495 $1.32 Million
Q3 2017 Oct 24, 2017	BUY	$88.42 - $95.51 $1.35 Million - $1.46 Million	15,245	15,245 $1.46 Million

Others Institutions Holding JPM

# of Institutions

5,190

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

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 $788B
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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Vaughan Nelson Investment Management, L.P. Jpmorgan Chase & CO Transaction History