Wasatch Advisors Inc Jpmorgan Chase & CO Transaction History

Wasatch Advisors Inc

$20.1 Billion
Q3 2024

A detailed history of Wasatch Advisors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wasatch Advisors Inc holds 20,220 shares of JPM stock, worth $5.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,220

Previous 22,030 8.22%

Holding current value

$5.05 Million

Previous $4.46 Million 4.35%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $352,769 - $406,888	-1,810 Reduced 8.22%	20,220 $4.26 Million
Q2 2024 Aug 14, 2024	SELL	$180.08 - $204.79 $360,160 - $409,580	-2,000 Reduced 8.32%	22,030 $4.46 Million
Q1 2024 Apr 18, 2024	SELL	$167.09 - $200.3 $601,524 - $721,080	-3,600 Reduced 13.03%	24,030 $4.81 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $271,380 - $340,600	-2,000 Reduced 6.75%	27,630 $4.7 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $362,178 - $399,582	-2,529 Reduced 7.86%	29,630 $4.3 Million
Q2 2023 Aug 07, 2023	SELL	$127.47 - $145.44 $191,205 - $218,160	-1,500 Reduced 4.46%	32,159 $4.68 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $6,245 - $7,190	-50 Reduced 0.15%	33,659 $4.39 Million
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $203,920 - $275,680	-2,000 Reduced 5.6%	33,709 $4.52 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $20,730 - $120,580	1,000 Added 2.88%	35,709 $3.73 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $56,305 - $67,955	500 Added 1.46%	34,709 $3.91 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $327,421 - $429,858	2,552 Added 8.06%	34,209 $4.66 Million
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $76,970 - $85,890	500 Added 1.6%	31,657 $5.01 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $6,025 - $6,846	-41 Reduced 0.13%	31,157 $5.1 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $368,425 - $416,100	2,500 Added 8.71%	31,198 $4.85 Million
Q1 2021 May 10, 2021	SELL	$125.65 - $157.65 $125,650 - $157,650	-1,000 Reduced 3.37%	28,698 $4.37 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $386,160 - $508,280	4,000 Added 15.57%	29,698 $3.77 Million
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $550,228 - $742,870	6,548 Added 34.19%	25,698 $2.42 Million
Q1 2020 May 08, 2020	BUY	$79.03 - $141.09 $1.51 Million - $2.7 Million	19,150 New	19,150 $1.72 Million
Q4 2017 Jan 16, 2018	SELL	$95.86 - $107.83 $5.5 Million - $6.19 Million	-57,367 Closed	0 $0
Q3 2017 Nov 08, 2017	SELL	$88.42 - $95.51 $1.45 Million - $1.56 Million	-16,385 Reduced 22.22%	57,367 $0
Q2 2017 Aug 16, 2017	BUY	N/A	73,752	73,752 $0

Others Institutions Holding JPM

# of Institutions

4,615

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 $733B
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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Wasatch Advisors Inc Jpmorgan Chase & CO Transaction History